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






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