Clarity Practice Management | 2015 November
Accounting and Tax Practice Management
Accounting Practice Management, CPA practice management, accounting workflow, tax practice management, accounting portal, cpa portal, accounting file sharing, tax file sharing, cpa file sharing, accounting automation, cpa automation
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November 2015

The bastard brother of value pricing is the trend towards eliminating time tracking.  When every other industry runs toward metrics, the CPA biz runs the other way.  I’m not surprised.  Nobody likes admin tasks, even when they provide information necessary to succeed.  Telling children they...

How do you evaluate your staff? Do you base annual reviews on objective information, or are your reviews entirely subjective?  Is your only objective information annual billings?  Do you even have that?  While other industries moved to objective metrics for evaluating employee performance a decade...

If you went to the bathroom last night sometime before morning, as you likely did if you are in the CPA or tax business, you are part of the aging baby boom generation.  I’m right there with you.  I probably went twice, if I can...

Ruthlessly Efficient Workflow (REW) accomplishes two goals for CPA firms.  First, REW reduces turnaround time for projects and thereby increases client satisfaction.  Second, REW reduces costs by matching the right staff with the right tasks, thus increasing firm profitability.  This article deals with reducing turnaround...

Tammy Tardy was an average tax preparer, who owned  an average tax preparation firm.  Every tax season Tammy met with a hundred or so tax clients much like many of us.  Tammy managed her workload using the piles of files method.  After a client meeting,...