As a self-acknowledged perfectionist, I’ll admit that “better” for me is never quite good enough. But how does a firm achieve perfect workflow? Is such a thing even possible? Before you can answer those questions, the first step is to define what perfect workflow means to you.
From prospecting to collections, the business of running an accounting firm seemingly never ends. But most of us didn’t pursue a career in public accounting so we could end up pulling our hair out trying to manage our own business...
Today, more than ever, many firms are trying to find a differentiator, an edge, a unique brand that elevates them over their competition. A new set of automated processes can be just the thing to set a firm apart, since simply offering tax return processing doesn’t present firms as being unique.
What’s a realistic cost for technology? How much should we spend on software and hardware, on developing workflow processes and training staff? The answer might surprise you.
When our clients can engage us, when they decide, and as frequently as they need, we provide value. New technologies are being introduced almost faster than we can digest. As these days pass, we need to embrace things that can make a difference just to remain competitive. The one technology ready to take front stage are client portals and we better not ignore them.