Firm Management

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September 16, 2019 

2019 Review of FileCabinet CS

FileCabinet CS uses an intuitive folder structure and includes a default folder structure which can be used immediately. Templates are also available to use for an individual client or across the board. A global filing structure can also be created in ...

Mary Girsch-Bock

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September 11, 2019 

Apps We Love – Sept. 2019: Tutoring

Having been a college-level personal financial planning instructor at Education 2 Go (ed2go) for almost a decade, I can recommend the format, the interplay between instructors and students, and the variety of educational offerings.

Gail Perry

DOCUMENT_MANAGEMENT

September 11, 2019 

Do Your Best Document Management

It is hard to believe how much document management has changed over the last thirty years. Modern systems have far greater capabilities than those designed even ten years ago. Are you using your document management system (DMS) just like you have in ...

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September 9, 2019 

Addressing the Fear of Automation

The tasks being automated aren’t what clients value. Does anyone truly believe that clients appreciate that your staff manually enters every number into a tax return or trial balance? Of course not.

Jim Boomer

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September 5, 2019 

Understanding Your Clients’ Challenges is the First Step

By recommending and acknowledging that we have an understanding of our clients’ challenges and concerns, we are fulfilling an important role, that of a consultative partner. It’s an important step in cementing relationships that ultimately builds our ...

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September 4, 2019 

6 Process Improvement Considerations for CPA Firms

The accounting profession tends to overcomplicate processes and insert extra steps to ensure quality. Even if you’ve been through a process improvement initiative, unless you continually monitor the process and look for ways to improve it, these extra ...

Arianna Campbell