5 Things Accountants Can Do During The Off Season

things accountants can do 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


Metrics for Improving Client Relationships

using metrics for improving client relationships

Accounting firms have long held troves of client data, but few firms knew how to effectively leverage all that data. Now, big data has become a buzzword in the profession, and it’s impacting nearly every aspect of auditing, tax, accounting and advisory services. With the technologies available today, firms can collect, organize and analyze enormous amounts of data. The… Read More


Automating Document Generation: Beyond Engagement Letters

Document automation and how it reduces risk

A recent trend in business process management involves generating, routing and automating documents. Automating document generation allows you to convert the existing types of documents your firm frequently uses into automated forms. When combined with business process management, automating document generation and routing can provide your firm with greater consistency, save a significant amount of… Read More


Another Tax Season Is Over

Feedback scale poor to excellent

Once again, another tax season is over. Before you take that deep breath and move on, take a moment and ask yourself the following questions… What went well and smoothly this season? What gave you the biggest headache and needs improvement? How did your technology help/hinder the tax preparation process & what were some issues… Read More


Resource Management vs. Scheduling Hours

resource management and what goes in to doing it well

Scheduling has always been a complicated and time-consuming process for CPA firms, but it’s also crucial for getting the work done. Part of the problem stems from trying to schedule hours. While some project resources are easy to control (technology, supplies, etc.), people are a little more challenging. That’s because every hour of a person’s… Read More


Tracking Your Firm’s Workflow Beyond Tax and Audit

connecting all areas of business through digital transformation and process automation

Whether you’re performing tasks yourself or delegating them to staff, managing and tracking workflow is critical. This was true back when accounting firms relied on paper routing sheets. It still holds true for firms that rely on an automated workflow solution to route projects efficiently through the firm, keep tabs on the status of multiple… Read More



Is Your CPA Firm Leaking Profits?

a faucet leaking money instead of water

Tax season is almost over. For many CPA firms this is a critical time of year from a revenue and profitability standpoint. Most firm will call their tax season a success if they have happy clients and no A/R issues once the work is complete. There is a third leg to this stool – stopping… Read More


Business Process Management vs. Workflow

It’s no wonder that many firms confuse workflow with business process management.
Firms use both workflow and business process management to streamline work, improve efficiency and increase capacity, but there are some important differences.