Software Integration and The CPA Firm

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


The Benefits of BPM Software

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


Are Your Business Processes Powered Up?

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



Sometimes, You Just Need To Breathe!

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


Prior Planning Prevents Poor Performance

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


The Advantages and Case Studies of Amelio

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


The ABC’s Of A Business Process Management Platform

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