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“LEAN” Tax Production Opportunities

Your firm went paperless for tax processing a long time ago, but are you really taking advantage of the digital tools and production processes that have evolved since then? Many…

CPA Technology Disrupters

The rate of technological change within accounting firms over the past three decades has been astounding.  Each new wave of hardware and applications was initially met with skepticism until pioneering…

Ergonomics to Improve Your Firm’s Productivity

Accountants spend huge amounts of time at their desks, many of which were acquired before the advent of multiple monitors and the knowledge of optimum ergonomic desk configurations.  While most of…

Eight Reasons Firms Should Move to the Cloud

The 2017 CPA Firm Management Association (CPAFMA.org) Paperless Benchmark Survey released in the first quarter of this year, found that 23% of firms had moved their IT Infrastructure to cloud…

Strategically Optimizing Information Technology in Today’s CPA Firm

CPA firms are amongst the most complex business entities, from an IT perspective, as their individual departments require unique applications and equipment to optimize each department’s production processes.  The average…

Technology Apps and Trends

The 2017 CPA Firm Management Association (CPAFMA) Paperless Benchmark Survey was completed just before this past busy season with the purpose of identifying technology trends within medium and large accounting…

Beware of Technology “Gotchas” in M&A

Merger discussions kick into high gear each summer as partners look to expand their practice reach, combine well-suited practices, discuss new service opportunities, and address succession and retirement issues.  Often,…

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