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 …
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 …
“I’ll take responsibility for all the plays that are called. I have the final say on it. If I don’t want to run the play, then I can call it off – that’s my right as a head coach. Any of the bad ones, you can blame me for because ultimately I could change them …
Tax season is over and now is the time to assess the performance of your firm and your team. Most firms develop a series of quantitative and qualitative measures to determine what worked and what changes need to be made. They ask important, fundamental questions like: Where can we gain efficiency? Where were the bottlenecks? …
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 »
