End of Year Project: Set up Project Pools
Our ebook, Firm Operations: Office Productivity Projects, provides instructions for 9 projects firms can complete before tax season. Varying in complexity from a few hours…
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How accounting firm workflow software can improve employee satisfaction
Accounting firm workflow software might not seem like something to get excited about. But technology plays a bigger role in employee engagement than you might…
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5 project management problems that are derailing your firm
As your office gets busier, project management becomes more and more important. With so much work moving through the firm, it’s easy to lose track…
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Practice Management Systems: Accounting Today predicts the “next big thing”
Practice Management systems have evolved quite a bit since the early days of accounting firm software. Recently in Accounting Today, writer Ted Needleman interviewed executives…
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Remote-First Collaboration for accelerated results
Remote-first cultures drive work through the concept that each person is operating independently for the best results. This does not mean that individuals have no…
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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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Audit Review Improvements & The No Huddle Offense
And it Starts Again Hopefully you and your staff are rested up following the recent holiday season. You certainly deserve breaks like that, but here…
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Automated Audits: Beginning to End
Everyone is talking about automation. But while many firms have already begun to automate their tax workflows, automated audits are still in their infancy. Audits…
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Audit Workflow: Moving Beyond the Tax Department
In the last few years, many firms have been re-evaluating their audit workflow processes in an effort to improve audit quality. Several new audit tools…
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Project Management Best Practices
When it’s crunch time, the minor inconveniences you’re used to ignoring can add up to major headaches. Before tax season, make sure your firm has…
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