Managing documents can be difficult at times, especially when transitioning to a paperless methodology. More and more offices are going into a paperless system; it’s difficult to keep documents well organized and manages how those documents will move through our workflow. While it solves some of the challenges of storage and accessibility with physical files, [...]

  Workflow is something that needs to be mastered. Mastering workflow is just processing and organizing. First you need to understand the process in which everything happens; information comes in, then you determine what it is and last you figure out if it’s actionable or not. If it’s actionable then look to see if it’s [...]

According to a recent Touche Ross study, the survival rate for companies without a disaster recovery plan is less than 10%. It’s difficult to think ahead and to have the foresight that something monumental will happen, forcing you into decisions you never want to make. The reality is that at some point in the lifecycle [...]

Now there’s a concept. What an elusive practice that is hard succeed at. I believe good management is an acquired skill that usually comes with age and wisdom. Learning from experiences, both successful ones and those riddled with failure. But experience alone isn’t enough. Good management skills can be learned and when combined with experience [...]

Some people think that they only need to make sure the computer is digitally secure, but it needs to be physically secure as well. Physical security is the tedious task of making sure that unauthorized personnel do not have access to the system. Put all the firewalls and passwords the world has on a computer [...]

Having outside help may be the best medicine to quickly and effectively manage a firm. Here are some tips to consider before investing the money on an outside consultant. When anything needs to be taught or fixed, the first thing a company should do is evaluate whether the company has the internal resources or expertise [...]

Sometimes our desks can get a bit out of control and then sometimes our desks can begin to take over our workplace. David Allen, bestselling author of Getting Things Done, talks about keeping your desk in order. This is where I find our inspiration for this post. Our desk can slowly creep their way towards [...]

Excess clutter on a staff members desk or clean their desk is can make the difference between productivity and stagnation. A clean desk promotes productivity and helps the bottom line. Lets clean it up today. We all know we might not have the cleanest desk in America, and that makes us less efficient than we [...]

Why change the way I track tax work through the office? Isn’t the manual system better? If it ain’t broken don’t fix it! I have heard these and many other sayings over the years and it never surprises me, because Accountants, like many of us, don’t like change. If you are using a manual system [...]

Many owners have considered removing such luxuries as the “coffee break” to help curb lost productivity. There is a guilty culprit to lost productivity, and it’s not the coffee break. The following will describe a workplace environment we know all too well. In a firm that has multiple staff members, delegation and management for the [...]

There are many ways to communicate to those in our department, office, our clients, and vendors but it has become increasingly difficult to manage the most effective ways to communicate. Here are some of the most common problems and best practices to have more efficient communication. Let’s take a look at the many elements to [...]

What the Right Practice Management Suite Can Do for You? Practice Management Suites come in many flavors but how do you find the right one for you? My Office Today interviewed Toni Springer, owner of Toni B. Springer, CPA, with an office of six employees. Toni looks to Office Tools Professional to help her run [...]

Many believe that workflow and document management should be separated like oil and water, only hoping that one day they can coexist cohesively. Here are some details to consider when combining a workflow and document management system. Document management has many known benefits when trying to reduce overhead, but is going paperless enough in an [...]