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 communicating and interacting with your client. It may also extend to communication with your client’s business associates – their customers, vendors, employees, partners. Regular, dependable communication with your client [...]

2017-07-13T15:57:29+00:00 By |

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 towards fixed fee billing. Furthermore, clients are adopting cloud solutions on their own because of their obvious benefits, and therefore if we want to stay relevant and to be [...]

2017-07-30T14:30:00+00:00 By |

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 best diner in town. You've found the perfect old diner car, restored it, hired the best fry cook you know, and even found some waitresses with beehive hairdos that [...]

2017-05-01T10:11:49+00:00 By |

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 setting up a workflow system for delivering Client Accounting Services (CAS) and the benefits you can expect once you have it up and running. In the first four blogs [...]

2017-04-01T06:57:35+00:00 By |

Workflow in Your Accounting Practice: Delegate!

This is part four 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 setting up a workflow system for delivering Client Accounting Services (CAS) and the benefits you can expect once you have it up and running. Once you have defined your services [...]

2017-04-27T07:24:21+00:00 By |

Is my data secure in Aero?

As accounting professionals move to the cloud for efficiency and profitability gains, the question about security comes up more and more often. When operating in a desktop environment, you could see you data and knew where it was, making you feel comfortable with it's security (although that was most likely a false sense of security). But [...]

2017-07-30T14:31:35+00:00 By |