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
Tag Archives: workflow automation
Stopping the Revenue Leaks in Your CPA Firm
Tax season is almost over. For many CPA firms this is a critical time of year from a revenue and profitability standpoint. Most firm will call their tax season a success if they have happy clients and no A/R issues once the work is complete. There is a third leg to this stool – stopping… Read More
The Importance of Evolving Technology for CPA Firms
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… Read More
The Future Of Work for the Accounting Industry
The past 18 months have brought a major shift to the future of work in the Accounting industry. Specifically where we work and how that work is done. According to an Accounting Today survey, this shift is not going away. Roughly 22% of accounting firms plan for their employees to continue working from home full-time…. Read More
How Business Process Management Supports Firm Culture & Staff Morale
Solving Client Onboarding Pain Points
Recently, we’ve noticed a major trend in accounting firm process improvement: solving client onboarding pain points. It’s easy to see why. The first few months of working with a new client set the tone for ongoing collaboration and can really make or break the relationship. This is when you establish ground rules for how your… Read More
Happy 4th of July
7 Areas of Opportunity In Your Firm: The Amelio Power Index
Now that the dust has settled on tax season 2021 (at least for now), how did it go this year? Most accountants we’ve spoken to in the past few months are feeling the stress and burnout of two seemingly neverending tax seasons, a whirlwind of economic stimulus legislation, and a dire backlog at the IRS…. Read More
5 Things Accountants Can Do During The Off Season
In today’s CPA landscape, it is safe to say that there is always work to be done. The connotation of the “Busy Season” does not necessarily hold the same weight as it did in year’s past. With the addition of consulting work and financial advising, the breakdown of work throughout the year is pretty consistent…. Read More
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