Top 5 Attractions to See in San Fran for CCH Connections: User Conference 2017 (#CCHUC17)
While you’re getting ready to join us at this year’s User Conference – take the time to learn about some of the many attractions San…
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Tips to Avoid Audit Documentation Deficiencies
Looking for tips to avoid audit documentation deficiencies? Any CPA firm conducting audits these days likely is. With ever changing regulations around conducting audits added…
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Cloud-based firm software: Your Lifeline When You Need It (And Even When You Think You Don’t)
How was your after-tax season party? Did you celebrate a successful tax season or did you drink to forget a crazy tax season? Or did…
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Building Workflow Efficiency with a Document Management System
The most efficient and effective firms are those that fully use a document management system during each and every 1040 workflow step. Rather than treating…
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5 Value-Added Services to Provide to Your Clients This Year
Most accountants know that it’s good for the firm if they can convince a client to use more of the firm’s services. These value-added services…
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5 Keys to a Cool Firm Culture
Culture is a buzz word that is seen in posts and blogs across the web, in addition to articles in print and any number of…
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Is your Fixed Assets Management Optimized?
A well-structured fixed asset process provides efficiency around fixed assets, quality control as well as confidence surrounding business decisions that can have economic benefit. So…
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Don’t Forget the Post Tax Season Postmortem!
With tax season coming to an end this week, the next 60 to 90 days offers firms a chance to take a deep breath, consider…
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Accounting Firm Challenges: Keep a Macro Vision
The profession has survived another April 15th deadline. It is time for everyone to relax, unwind, and rest after another busy season… time’s up….well, in…
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Mobile Document Management – Trends and Recommendations
Almost overnight, mobile devices, the cloud and social media have created massive changes in consumer behavior and expectations. With the surge of user-friendly conveniences like…
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