Firm Operations: Spring, The End to Tax Season and New Beginnings
Spring is sincerely my favorite time of year. I live in the most beautiful part of the country, South Georgia, where you can enjoy your…
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Digital workflow tracking: A better way to work
How many times each day are you interrupted by someone wanting to know the status of a project? Imagine that you could always provide an immediate…
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Contract to Serve: Managing Expectations, Minimizing Assumptions
It’s always a funny comment when someone makes it. You say “Well I assume…” and the other person in the conversation chuckles and says, “You…
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A Farmer’s Approach to Value Pricing: 4 Ps of Marketing Your Firm and Pricing Services
Marketing, Economics and the 4Ps I am progressing through “Implementing Value Pricing” by Ron Baker, and really enjoying the process and the parallels that are…
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Value Pricing: There’s a Storm Coming
It’s amazing how a seemingly simple phrase can evoke strange comparisons and imagery in your head. Exactly that happened to me this week as I…
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Accounting Firm Workflow Tools: I Can’t Find the Unicorn
I like to joke that 3-7 year Managers in the accounting industry, and further, ones who want to stay in our industry, are unicorns. Mythical…
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Choosing workflow software: where do we even begin?
So let’s see, you went to a conference, and everyone is talking about “workflow software” and OF COURSE, you must have it!! Your firm needs…
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How Firm Management Processes are Holding Your CPA Firm Back
Firm management software like time entry, billing, accounts receivable, and financial management are often considered non-mission-critical to CPA firms, but they can have a big…
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Best Practices for Time and Billing
As a product manager, I’ve worked with hundreds of firms to understand how they are using our products and what factors lead to the greatest…
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Client Service Myths That Get in the Way of CPA Firm Success
Quality client service is a hugely important part of a successful CPA firm, but delivering it can be a big challenge. Many tax and accounting…
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