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.




It’s Time To Update Your Engagement Letter Process

We all know that Engagement Letters are necessary for properly outlining the scope of work, cost, the expectations of your client and your firm, and the time to completion. Unfortunately creating and executing the letter has become a burden for many CPA firms. History has taught us that tracking engagement letter content and approval can… Read More


Do You Treat Your Client As A Job Or A Person?

Most CPA firms want to develop deep, trusted advisor relationships with their clients. The benefits are obvious as deeper relationships mean less client churn and more up-sell opportunities. The hard truth is, despite best efforts and intentions, many firms fall short of this goal. The work comes in and the work goes out. There is… Read More


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