In going through old blog posts, I had the chance to revisit this article from the Journal of Accountancy from June 1, 2012. Technology and CPAs: Visions of the Future The JofA assembled a distinguished group of thought leaders to identify and discuss the key technology trends that CPAs should keep top of mind in… Read More
Apart from the obvious benefits, such as gaining a competitive edge, reducing costs, and improving business agility, BPM software also can provide: Business rules engine: design business rules and conditions for each business process. Workflow management: design, test and implement advanced workflows by integrating team members, robust communication, other systems, and data. Overall visibility of… Read More
Amelio makes the disjointed, people dependent processes and siloed out technologies common to audit, tax, engagement letters, on-boarding and client acceptance more automated, integrated, compliant and relevant to your firm. Our experiences have led us to compile our Power Index for 7 Areas of Value that consistently affect our clients and the Accounting industry. Tracking and… Read More
These were actual responses given to questions on the MBA exam: Q: How are auditors engaged? A: The man buys the lady a ring and asks her to marry him. Sometimes he has to get her father’s permission first. Q: What is an engagement letter? A: When you propose by mail, but my father is… Read More
I usually post this article the day Tax Season officially kicks off, however given our current world of remote working, hybrid learning, zoom fatigue and everything that comes along 1 year in to a pandemic, I thought I would share it a little bit earlier. Tax Season or not, we are all a bit more… Read More
With Tax Season starting in less than a month, now is the time to get yourself in order. I often resort back to the 5Ps that my High School economics teacher ingrained in the class – Prior Planning Prevents Poor Performance. How does this translate to tax season? Revisit what didn’t work last year. Yes,… Read More
We are often asked what makes Amelio, our business process management platform, different? How does Amelio stand out from the rest of the technology in the CPA Industry? Check out our last of our 3 part podcast series “The Advantages and Case Studies of Amelio,” to find out! #businessprocessmanagement #cpafirm #accounting #workflowautomation
Now more than ever #businessprocessmanagement is critical to breaking down the silos within your firm and ensuring that your staff is connected. Last week, I shared the first session of our three part podcast series “Why The Time Has Come to Improve Your Firm’s Business Process Management” to gain a better understanding of what your #cpafirm can do. Today… Read More
