Category Archives: Time Tracking

Millennials Are Almost Humans Too

“Lions and tigers and millennials, oh my!” said Dorothy never on the way to Oz.  Millennials are to blame for everything from global warming to Bernie Sanders.  They are described as brilliant or lazy, often in the same article.  They are the generation best known for walking into street signs, while texting the person with…
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Teach Your CPA, Accounting, or Tax Staff to Micromanage Themselves

The Rev. Martin Luther King dreamt that men would be judged by the content of their character.  I have a more mundane dream – that all staff members perform their jobs without micromanaging from me.  I dream that tax season is filled with the joyful experience of staff accountants setting good priorities and keeping projects…
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My Favorite CPA, Accounting, and Tax Practice Management Gurus

CPATrendlines.com. The absolute leader in cutting edge CPA, accounting, and tax practice management ideas.  The editor, Rick Telberg, attracts experts in the future of CPA, accounting, and tax practice management. taxspeaker.com. Bob Jennings’s site isn’t just about tax prep.  Bob was the inspiration back in the late 1990’s for our CPA firm going paperless.  He’s…
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How the Cloud Improves Your Client Service

In case you haven’t noticed, the days of clients blindly accepting the results of our efforts are long gone.  About 45 thousand times during each tax season, we have the shock and awe conversation with clients.   Client: “I paid a lot in taxes.  How can I owe that much?  Something must be missing.”  …
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Lies, Damned Lies, and Toss Your Time Tracking

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 don’t have to eat vegetables is popular with kids even…
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Ruthlessly Efficient Workflow – Slaying the WIP Monster

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 time. REW borrows extensively from Lean Six Sigma, and many…
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Welcome to Clarity Practice Management!

Hello and welcome to Clarity Practice Management!  We are 21st century practice management for your growing firm.  We serve CPA, accounting, and tax firms. We are glad you joined us. Please read the other posts here for practice management tips and our view of the future for CPA, accounting, and tax practice management. Take a…
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