CPA business processes
Halloween Costumes For Accountants
With the October 15th deadline now a thing of the past, tax accountants everywhere are breathing a big sigh of relief! With Halloween only 2 weeks away, the timing could not be more perfect, especially if you happen to love Halloween as much as I do! If you haven’t started to think about costume …
An Engagement Letter Is More Than Just A Contract
Unfortunately, many accountants see engagement letters as a waste of time or just an extra step in their current process. However, as Sarah Beckett Ferenece perfectly puts it in her article, “Just as a seat belt helps mitigate the risk of bodily injury, using a well-crafted engagement letter may help mitigate the risk …
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Is Your Firm Future Ready?
In a recent article by Dustin Hostetler, CIO of Boomer Consulting, Inc., he outlines the 5 Process Improvement Strategy Trends of Future-Ready Firms. They are as follows: Process is a core strategic pillar of the firm The Digital Client Experience Openness to Automation and Growth Simplicality Partners get out of the way (if they’re in …