2014 CPA Management and Technology Trends

2014 CPA Management and Technology Trends

One of the core responsibilities of CPA Managing Partners is to monitor and evaluate trends within our profession, looking for opportunities to enhance the future of the firm.  This past week, we were fortunate to attend the Future Trends Panel session at the Winning...
New Cloud Updates: V1.7 Release Notes

New Cloud Updates: V1.7 Release Notes

Here are the release notes on Version 1.7 of the Xcentric Cloud (January 15, 2014): Added the ability to submit additional request types via the “Submit a ticket” menu item.  You can now specify other requests, such as Client Service Manger inquiries, data...
Rethinking Credit Card Merchant Fees

Rethinking Credit Card Merchant Fees

Today, we see the majority of firms reluctantly accepting credit cards from some clients to pay for their accounting services.  A relatively small number of firms advertise this option and most only bring it up either when a client specifically asks to use their card...
“Lean” Up Your Tax Workflow Processes

“Lean” Up Your Tax Workflow Processes

Accounting firms can get into a rut with their tax production methodologies that work well enough to get the firm through the next busy season but are often fraught with outdated workflow processes and procedures that were put in place as a reaction to an error that...