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


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