Blockchain, AI and the potential commoditization of tax and audit work continue to dominate the headlines in many of our Accounting publications. In order to stay ahead of the pack, accounting professionals will need to focus on offering expert advice and insight while strengthening customer relationships. How can this be done? As the recent article by …
Building A Successful CPA Firm In Today’s Environment Read More »
With October 15th days away and the 2016 tax season just about in the books, I was planning on sharing something light, humorous and reflective for the tax accountants in much need of a break. Unfortunately, or fortunately, pending on who is reading this, after stumbling upon an article from Economia published earlier this year, …
Most of us believe we know our clients, however when it comes to understanding where they find value from the services we provide, we may not always see eye-to-eye. The following questions are a great jumping point to assess why and where those discrepancies arise: Who are our clients? Why do they give us their business? …
A critical step in maximizing output is minimizing wasted time. In CPA firms, wasted time is often found in excessive administrative tasks, personal preference items, and poor communication. Many firms have implemented workflow to ameliorate these issues, however, due to the nuances of their processes and software limitations, often times the full scope of the …
Is Your Workflow Aligned With Your Unique Business Process? Read More »
The answer to this question is not as easy as it may seem on the surface. If your initial reaction is “absolutely” then you are likely thinking of Walmart as being the 800-pound gorilla in their space. They have an exceptional national footprint; they are a household name, and customers return to buy more from …
