The End Of Tax Season Is Here!!!

end of tax season celebration

With the end of tax season upon us, and extensions filed, it is safe to say that CPAs everywhere have earned a much needed vacation. However, before putting this year’s tax season behind you, take a moment to reflect on the following key questions: What went well and smoothly this season? What gave you the… Read More


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


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