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


2021 Is Here! What Are Your Work Resolutions?

Whenever a new year is upon us,  making a few personal resolutions is usually a simple task – lose weight, stop smoking, exercise more, work less, pick up a new hobby, save money, etc.  Whether we stick with them is another blog post all together! However, when it comes to our professional lives, the resolutions… Read More


Reducing The Stress Around Creating Engagement Letters

CPAs know that generating engagement letter content and tracking approval can become complicated and that complications don’t arise in a predictable way. The complications of engagement letters can come at any time, in any job, but they often arise in places you’d least expect them to. For example, in straightforward engagements with long-term clients—the kind… Read More


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



The 2019 Tax Season Is Finally Over!!

This year was unlike any other Tax Season! Between the COVID-19 extension, combined with many of us working from home, the 2019 Tax Season was challenging in ways we could have never anticipated. With that it mind, before putting the season behind you, take a moment to reflect on the following key questions: What went… Read More


Still Working From Home…

When NY started to close down in March, many of us thought that two weeks would pass and life as we know it would return to normal. Unfortunately, seven months later, many of us are still working from home while balancing life, work and our children’s remote learning. Far from an easy task. Speaking from… Read More