What’s On Your Firm’s Holiday Wish List?

    How About a Better Way to Document Engagement Decisions? Wouldn’t it be a fabulous gift if engagement acceptance and continuance decisions could be more automated, compliant, and relevant?  What about filling in practice aides related to preparation of financial statements, compilations, and reviews?  Same answer, right?  How can technology be leveraged to accomplish… Read More


Top Challenges for Accounting Firms

As 2018 draws to a close, I started to research the challenges accounting firms have been facing. Here are the top 5 that continually came up: Winning the Talent War – This concern is not unique to accounting firms. Many professional service firms are facing the same issue. So  how do you win the war… Read More


The Top Process Issues for Accounting Firms

In a recent survey, CPA firms were asked what processes they would like to reduce or eliminate. Here’s what they said: Bottlenecks that slow things down (mentioned by 48 percent of respondents) Duplication of work (46 percent) Poor interaction between departments (39 percent) Difficulty locating needed documents (33 percent) Lack of business process visibility (27… Read More


Is There A Difference Between Workflow and Business Process Management?

  Many firms often use the terms Workflow and Business Process Management interchangeably. But are they? If you were to look on Wikidpedia, Business Process Management (BPM) is described as “a discipline in operations management in which people use various methods to discover, model, analyze, measure, improve, optimize, and automate business processes.  BPM focuses on improving corporate performance by… Read More




The Benefits Good Workflow Can Deliver To Your Firm

What technology and tools do you use in your Practice? The response to this question is likely the same across most firms: Practice management software Tax software Audit software Excel and other Office Tools What these and the many other tools CPAs use in their Practice have in common is they focus primarily on specific… Read More