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. [...]
Taming Your Gmail Inbox
The Goal The Reality Like a lot of our clients, we use Google Apps for Work to manage our email, document sharing and calendars. We love the [...]
Team Communication and Aero Workflow
In their article on managing workflow in your accounting practice, Cloud Consultancy partners Victoria Cameron and Laura Redmond call communications "the first building block of good practice [...]
Value Pricing and the Timesheet
We recently heard proponents of value pricing tell accounting firms to "throw out the timesheets," and were a little taken aback. While we're big fans of value [...]
How Aero Can Help Save Time
A recent article in the Wall Street Journal discussed how companies are using data mining techniques to pinpoint their biggest time wasters. Surprising no one, it turns [...]
4-Steps to Managing Workflow in your Accounting Practice
This article written by Victoria Cameron and Laura Redmond originally appeared on the Intuit Accountants Blog. Whether you are performing work yourself or delegating to staff, managing [...]