As your firm grows, your software must scale and grow with your firm. In a recent article by IT Business Edge, the following six signs were listed as warnings that the time has come to re-evaluate your current software… Difficulty Making Changes: Simple changes to solutions aren’t simple to implement. Data Bottlenecks: Data does not flow freely, so …
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 …
While at the recent Rainmaker SuperConference, I took part in the “Audit Engagement Efficiencies and Industry Trends” session. It was a short, but to the point session that relied on the interaction of the audience. Not an easy task while in Nashville at 7:30am, the morning after the Predators tied up the fight for the …
Is Your Firm In Need Of The Next Generation Of Workflow Read More »
Background CBIZ/MHM (Mayer Hoffman McCann) is ranked by Accounting Today as one of the top national accounting providers in the country, ranking #10 in 2016. Over 6,000 associates work from 140 offices across the United States. They are considered a strong alternative to the Big Four. CBIZ, formerly Century Business Services provides a wide range of …
Use Case: Building A Proprietary Audit Methodology Read More »
A good tax workflow is easy to define: Collect all the data from your client needed to prepare the tax returns Take the client data along with the appropriate forms and worksheets and route to right team member(s) Prepare the returns Route the returns to the reviewer(s) Review the returns with your client and then …
