Handling Source Documents – Keeping it Straight
The foundation of a good workflow system is making sure the resources needed by your staff to perform their work are in a secure but central location. [...]
Circle-Slash AR – Save time and improve cash flow by eliminating accounts receivable
One of the biggest benefits of a fixed fee billing model for my firm has been the ability to eliminate accounts receivable. A Typical Invoicing Process for [...]
Why Attend QuickBooks Connect?
You really don't want to miss QBConnect this year- It's going to be better than ever (and it was already pretty awesome). But don't just take my [...]
Preventing Scope Creep: Managing Client Support
Managing client support is vital to your profitability on fixed fee engagements. What is client support? Client support refers to the work performed by your firm when [...]
Harness the Efficiency of the Cloud
As cloud-based solutions have grown in popularity and capability, many accounting professionals are finding that they streamline work – which can directly affect profitability, especially as we move [...]
What’s on the Menu – define and standardize your services
Imagine if your accounting firm were a restaurant. Would it run smooth as a top or would everything be total chaos? Let's pretend you're following your dream of owning and running the [...]
Workflow in Your Accounting Practice: Practice Management
This is part five of a five-part series on Workflow in your Accounting Practice. Over the course of this series I’ll walk you through best practices in [...]