CPA Firms’ Top Process Related Headaches!

In a recent survey, CPA firms were asked what process related headaches they would like to reduce or eliminate. Here’s what they said: Bottlenecks that slow things down (mentioned by 48 percent of respondents) Duplication of work (46 percent) Poor interaction between departments (39 percent) Difficulty locating needed documents (33 percent) Lack of business process… Read More



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



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


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


What Do Our Clients Value?

What do our clients value? This question is at the core of every lean initiative. The idea is if you eliminate waste in your processes, your services will be more aligned to what your client’s value. The Accounting profession is currently facing increasing pressure from clients on fees. If you become commoditized in the mind… Read More


Are You Ready For Some Football????

  The last time I posted about Fantasy Football, I mentioned the skill of John Rozek, an accountant from Chicago, who became “The World Champion of Fantasy Sports” winning $2 million in prize money back in 2010. John was also inducted in to the Toyota Hall of Fame and coined “The Fantasy Football Guru”. Once again, … Read More


The Benefits of a Good BPM System

What technology and tools do you use in your Practice? The response to this question is likely the same across most firms: Practice management software Tax software Audit software Excel and other Office Tools What these and the many other tools CPAs use in their Practice have in common is they focus primarily on specific… Read More