Measuring Efficiency: Why Billable Hours Aren’t Enough
Let’s say your firm is evaluating two staff accountants, who each have about the same level of experience and turn in work of relatively equal…
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3 efficiency metrics that measure how firms do business today
Now that technology gives firms the ability to do more with less, the value you bring clients isn’t based on counting the hours spent working…
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3-step plan to build better metrics
With technological advances, cloud-based solutions, and evolving service offerings, the tax accounting profession has changed. And along with it, the way firms measure efficiency is…
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New tax deadlines update automatically in CCH Axcess Workstream
As we all know by now, CCH® Axcess Workstream implemented a new feature at the end of 2019 that integrates CCH® Axcess Workstream’s form due…
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2 Surprising Ways Digital Workflows Affect Peak Performance
Integrated digital tax workflows allow firms to streamline or automate nearly every step of the tax return preparation process from obtaining the necessary client information…
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Achieving work-life balance without sacrificing client service
Business is a world of give and take. Everyone in the tax profession knows that. Firms want to increase client satisfaction, but it often comes…
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CCH Axcess™ helps Clausen & Associates with workflow management from anywhere
As a teenager working in her mom’s accounting firm, Barb Clausen, CPA, found the work a bit boring. But now that she’s owned her own…
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How one firm provides premier client service with CCH Axcess™ iQ
Allen Kutchins, CPA, is proud of the unique office atmosphere he’s created in his firm. There’s a theater-style popcorn machine, flexible hours, and a commitment…
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3 Common Challenges of Static Reports
A snapshot might be great for sharing on social media; however static reports that provide a snapshot of your data are out of date before…
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3 must-have features for business intelligence dashboards
With all of the data created and stored by accounting firms, traditional monthly reporting is just not cutting it for a lot of firms. Firm…
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