3 Problems only Multi-Office Firms Understand
Having multiple offices gives firms the ability to serve a geographically larger area and a wider base from which to attract staff. And when the…
read more
Must-Have Workflow Features You Didn’t Know You Need
Workflow software has been gaining popularity in accounting firms as they try to boost efficiency. But since it’s a relatively new category, “workflow” can be…
read more
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…
read more
Workstream Pools: Have you Found Your Waterslide?
Sometime this summer, my CCH Axcess updated. You know how this works. When you’re in the cloud, you wake up one day, log in and…
read more
Three Steps to More Efficient Workflows
As laws and legislation have made accountants’ work more complicated, changing client demands and staffing shortages increase the time pressures faced in a typical CPA…
read more
Three Myths about Efficient Workflows
All companies are trying to do more with less, and competition among accounting firms remains strong. Clients expect more value for their dollar. At the…
read more