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 …
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 …
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 »
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. …
how business process management supports firm culture
