Improving the Client Experience

Caught in the busyness.  March and April are busy times in CPA firms.  We have multiple tax deadlines, calendar year-end audited financial statements are often due to clients and third parties, client meetings spike, phone calls and emails increase, and on and on.  It’s easy to get lost in this busyness and feel entitled to…

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Quick Recovery After April 15

April 15 has passed and for many, burnout is alive and well.  The long hours and intense deadlines have left you drained – physically and emotionally.  While you may indeed be secretly wishing you could go bury yourself in your home for a month and sleep,  the reality is that you may not feel you…

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AAA 2015 Paperless Benchmark Survey Results… Bleeding or Stable Digital Edge?

The Association for Accounting Administration recently completed the 2015 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.  Seven NEW questions were added this year…

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