The Future Of Work

The past 18 months have brought a major shift to the future of work. Specifically where we work and how that work is done. According to an Accounting Today survey, this shift is not going away. Roughly 22% of accounting firms plan for their employees to continue working from home full-time. Another 25% expect employees… 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


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



Business Process Management vs. Workflow

It’s no wonder that many firms confuse workflow with business process management.
Firms use both workflow and business process management to streamline work, improve efficiency and increase capacity, but there are some important differences.