In an era driven by data, firms that can harness that potential will be able to drive strategic decisions and fuel growth. But how do you get started, especially if your firm hasn't historically invested much in data analytics, or still relies on manual processes?
See how the latest technologies can grow your firm and improve efficiency. This webinar features new short demos, plus a live Q&A, putting the spotlight on some of the latest innovations which are helping our community move forward.
A technology stack that doesn't support the way your firm grows – or neglects to protect sensitive and confidential firm and client data – can create more problems than it fixes.
It should come as no surprise that managing an accounting firm has become more complex over the years. Accounting firm leaders are navigating increasingly complex tax legislation and accounting standards, managing a blended workforce, and juggling complicated internal projects and client needs.
Building any kind of new practice is a challenge, but the unique characteristics of CAS offerings make it all the more important that firms follow a proven roadmap to success in standing them up.
A digital tax workflow streamlines every step of the tax prep process, from obtaining client data to preparing and reviewing returns, delivery of the finished tax return and invoicing.
Gone are the days where spreadsheets are sufficient for ongoing lease accounting compliance. But, with 41% of organizations still relying on manual processes, the monthly close and audits are slower -- and the risks are high.
You'd think the last thing accounting firms would want to do is to disrupt themselves — yet that may be exactly what they need to do, says Bob Lewis of The Visionary Group.
