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


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


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


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


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


Does Your Client View You As A Trusted Advisor?

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


Actionable Steps For Building CPA Firm Value

An article hit my desk recently about building the value of a CPA firm. This is always a topic of interest to most of us so I read the article. The top 3 recommendations from this author for building CPA firm value were: Improve customer service Attract and retain profitable clients Hire and retain better… Read More