Current Trends In Workflow and Business Process Management

When most firms began implementing workflow applications, they only considered tracking basic service areas. As firms have seen the benefits of workflow and have evolved to offer more services, they are looking to move beyond simply tracking workflow to manage processes across more areas of their firm, such as: Miscellaneous tax filings such as sales… Read More


Some Ideas For CPAs During The Off Season

In today’s CPA landscape, it is safe to say that there is always work to be done. The connotation of the “Busy Season” does not necessarily hold the same weight as it did in year’s past. With the addition of consulting work and financial advising, the breakdown of work throughout the year is pretty consistent…. Read More




Moving From Workflow To Business Process Management

A critical step in maximizing output is minimizing wasted time. In CPA firms, lost time is often found in excessive administrative tasks, personal preference items and poor communication. Many firms have implemented workflow to ameliorate these issues, however, due to the nuances of their processes and software limitations, often times the full scope of the… Read More


The End Of Tax Season Is Here!!!

With tax season over, and extensions filed, it is safe to say that CPAs everywhere have earned a much needed vacation. However, before putting the 2018 season behind you, take a moment to reflect on the following key questions: What went well and smoothly this season? What gave you the biggest headache and needs improvement?… Read More




Happy Opening Day!!!

It may be a day or two earlier than usual, but Major League Baseball kicks off today – and what a gorgeous Spring day for it (at least in the Northeast)!!! So take a few moments to sit back and enjoy America’s Favorite Pastime!!!