February 2017 Article Archives
2017 Paperless Benchmark Survey Results
The CPA Firm Management Association completed their 2017 paperless benchmarking survey to find out the status of paperless office practices in accounting firms this upcoming busy season. The survey has been conducted every two years beginning in 2003 to help identify trends in adopting “less paper” processes. This year, 176 firms participated in the survey, powered by Canon. Member firms are leading the profession by adopting ...
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An Editor's Perspective!
We are all extremely fortunate to be members of an accounting association that is recognized as a leader in CPA firm practice management. By being a member, not only do we have access to so many resources and tools needed to make our jobs easier, we belong to a society of members where we can communicate with one another to share experiences, best practices and support and encourage each other through our participation on the discussion forum, ...
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The Foundation of a Good Workflow System
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. In an accounting practice, part of your resource planning must be to have a plan in place to deal with the flow of source documents – how to intake, store and access them. At the outset of an engagement, it’s crucial to be clear with the client what their responsibility is in getting ...
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A Chair's Busy Season Message
Fort WorthBy now, you should have seen the microsite for this year’s National Practice Management Conference, in Fort Worth, Texas on June 20-23rd. Click here to view the information. The program has general sessions on Firm Culture, Leadership (presented by our own Bill Reeb) and one in which you will learn 75 Innovative Ideas in 75 minutes (bring yours to the Conference as this session is interactive). There are breakout sessions by ...
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Join us Deep in the Heart of Texas
Join us at the 2017 CPA Firm Management Association’s National Practice Management Conference, June 20-23 in Fort Worth, Texas. The 2017 conference will help you define a clear path for the future by providing you the latest learning, tools and technological information to keep you on the cutting edge. Gain knowledge on the most current business management and practice management topics. Explore the emerging technologies, and how the ...
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