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 …
We all know that Engagement Letters are necessary for properly outlining the scope of work, cost, the expectations of your client and your firm, and the time to completion. Unfortunately creating and executing the letter has become a burden for many CPA firms. When asked, the following list of concerns continually up: Updating or making …
Does Your Engagement Letter Generation Process Leave You Wanting For More? Read More »
Historically, there have been two approaches to choosing technology for an accounting firm: turnkey or “best of breed.” For a while, many firms were taking the turnkey approach, in which they buy most or all of their technology from one solution provider. That strategy has fallen out of favor in recent years as many firms …
The Importance of Evolving Technology for CPA Firms Read More »
Amelio makes the disjointed, people-dependent processes and siloed-out technologies common to audit, tax, engagement letters, on-boarding, and client acceptance more automated, integrated, compliant, and relevant to your firm. Our experiences have led us to compile our Power Index for 7 Areas of Value that consistently affect our clients and the Accounting industry. If you are interested …
Workflow helps us streamline our business processes by automating the routing and approval of documents. It works great if all the steps are sequential and relationships are 1:1. However, if the 1:1 relationship is broken – for example when financial statements need a second review – linear workflow cannot help. Amelio does it better with …
Why The Time Has Come to Improve Your Firms’ Business Process Management Read More »
