Technology

Featured Articles

workflow1_11188039

January 1, 2014 

Making Workflow Management Easier for Small Firms

Improving workflow by streamlining engagements and following best practices is a continuing effort for successful accounting firms, but implementing workflow management solutions has often been a challenge for smaller firms. This is because they often lack the internal resources and staff to perform and manage the implementation process.

Isaac M. O'Bannon

cloud-accounting1

December 23, 2013 

Modern CPAs and the Brave New Accounting World

It's no secret that information technology has changed the way we work. From tablets and smartphones to cloud-based processes, change has come at a shocking pace for firms and their clients.

 Clear Expectations – The Key to Your Social Media Policy

December 9, 2013 

Clear Expectations – The Key to Your Social Media Policy

Having a social media policy, and training employees to follow it, are critical practices for every firm. Even if your firm is not using social media, you still need a policy because your staff are using it in their private lives and they need guidelines to protect your interests and your firms’ reputation.

Sandra Wiley