Protecting Your Mobile Workstation (Laptop)
Firms are increasingly transitioning employees from traditional desktops to laptops as their only workstation to connect to the firm’s information resources and production applications. This has a variety of benefits, including increasing mobility of staff, providing secured remote access
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
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
Building a Learning Culture in Your Firm
CPAs are knowledge workers and the more thoroughly they understand how to utilize their technology and optimize the profession’s best practices to service clients, the more effective and profitable their firms will become. Firms that have made the effort
The Changing Role of IT Personnel in Accounting Firms
Has the IT role within CPA firms finally come full circle? I began the IT portion of my career providing support for IBM XT personal computers that were used by accountants to produce spreadsheets and word processing, while all
Do Your Digital Processes Frustrate or Delight?
Paperless” has been a common firm mantra over the past decade with most firms implementing digital solutions throughout each area of their practices. Oftentimes, firms adopted digital versions of their manual processes and believed they had become “paperless” without