Does Your Technology Build Communication?

Do your technology solutions build communication

The key to success in any business is communication. If your teams can’t communicate clearly to work together, your workflow will break down. This is true within a department, but it’s also true from a cross-departmental perspective. Without cross-departmental visibility, your team won’t have the information they need to collaborate and uncover valuable insights for… Read More


The Future Of Work for the Accounting Industry

The past 18 months have brought a major shift to the future of work in the Accounting industry. Specifically where we work and how that work is done. According to an Accounting Today survey, this shift is not going away. Roughly 22% of accounting firms plan for their employees to continue working from home full-time…. Read More



Solving Client Onboarding Pain Points

Solving client onboarding pain points is key to building and retaining client relationships

Recently, we’ve noticed a major trend in accounting firm process improvement: solving client onboarding pain points. It’s easy to see why. The first few months of working with a new client set the tone for ongoing collaboration and can really make or break the relationship. This is when you establish ground rules for how your… Read More


Happy 4th of July

After over 15 months on a roller coaster ride no one could have expected or predicted, we want to take a moment to wish everyone a Happy 4th of July! We hope you are able to take some time this weekend and reconnect with yourself, friends and family.


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


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