Lean Tax Quality Control Opportunities

Lean Tax Quality Control Opportunities

In our Lean Six Sigma consulting within CPA tax practices, we sometimes find that firms that have transitioned to a paperless environment in a piecemeal fashion actually became less efficient in certain components of their tax production processes.  In this article,...
Five Tips for Managing an Accounting Firm in 2018

Five Tips for Managing an Accounting Firm in 2018

It’s tough to run a successful accounting firm, and it’s getting more difficult with the war for talent and the commoditization of accounting firm services.  Having worked with hundreds of firms since 1996, here are five matters to consider within your firm as...
Holiday Gift Gadgets

Holiday Gift Gadgets

It’s happening – it’s that time of year for giving and receiving, and we each need to take stock of the various gadgets that abound at this time of the year.  Here are a few ideas for gifts for family, friends, and co-workers. Streaming boxes Roku Just in...
Updated: Optimizing Workflows to Improve Firm Production

Updated: Optimizing Workflows to Improve Firm Production

*This is an updated version of Optimizing Workflows to Improve Firm Production which was originally published in December 2013. CPAs have had to deal with a significant amount of technological evolution in their careers, particularly in the past decade as the Internet...
Communication Shifts Impacting Your Firm & The Global Village

Communication Shifts Impacting Your Firm & The Global Village

*The Global Village is a deep dive on McLuhan’s thoughts on the Global Village, edited and pulled together posthumous. Marshall McLuhan wrote Understanding Media in 1962.  In it, summarized of course, he theorized that humanity was going to return to village-like...