Going with the 'flow


Deborah Hresko, Manager at Sanders Thaler Viola & Katz, LLP, discusses her strategy for effective change management. 

Posted by Guest Blogger: Deborah Hresko, CPA, MST , 6/29/2015 | 0 comment

The fall deadlines are becoming busier every year. Having a plan to chip away at extensions over the summer can help reduce stress around the fall deadlines.

Posted by Cathy Foley, CPA, 4/24/2015 | 0 comment

We're in the home stretch! A few words of inspiration and encouragement to take you through the last few weeks.

Posted by Cathy Foley, CPA, 4/2/2015 | 0 comment

Most firms I talk to understand the importance of work life balance. But, they struggle with how to create it. Successful programs have some common elements.

Posted by Cathy Foley, CPA, 3/5/2015 | 0 comment

How does your firm deal with workload compression and staffing challenges?

Posted by Cathy Foley, CPA, 2/11/2015 | 0 comment

A practitioner recently called me concerned that they've only received about 10% of their signed 7216 consents back so far. Cause for alarm, right? Not so fast…

Posted by Cathy Foley, CPA, 1/29/2015 | 0 comment

We've been hearing from firms that the fall tax filing deadlines are increasingly busy. For some firms, the fall deadlines are actually "crazier" than in the spring. How does your firm cope?

Posted by Erika Schonberg, 10/2/2014 | 0 comment

How do senior partners, who are not tech-savvy, manage the client meeting after the paperless conversion? "Paperless" does not mean that we fundamentally change our approach to client service.

Posted by Guest Blogger: Dwayne Bragonier, CPA, CA, CA-IT, 9/5/2014 | 0 comment

Bordeaux & Bordeaux embodies the true meaning of a digital cpa with a 32-day roadtrip.

Posted by Erika Schonberg, 8/6/2014 | 0 comment

Tax season presents a challenge for most of us. The season is short and getting shorter. The information is often late coming in. Tax regulations always seem to be in flux. A solid process, sophisticated tax software, and a robust workflow solution can help make a big difference.

Posted by Professor Workflow, 1/8/2014 | 0 comment

It’s getting late in the game if you haven’t started thinking about ways to improve how you do things. From a pure economic standpoint, your peers that have adopted new technologies and embraced the changes required to compete in today’s market are starting to pull away from the masses.

Posted by Bill Hamrock, 6/7/2013 | 0 comment

The Mega-Trends Geoffrey Moore identifies represent an exciting time for all parts of the public accounting firm.

Posted by Professor Workflow, 1/15/2013 | 0 comment

I'm often asked, "What's the difference between tracking and workflow?" Tracking is actually a by-product of a good workflow system.

Posted by Professor Workflow, 12/18/2012 | 0 comment

This is a time of year when you can get some great ideas for the gadget lovers in your life. The advancements in our profession leave me thinking about the now nearly, if not completely, obsolete relics from our profession's not so distant past - of which, I made my own list.

Posted by Professor Workflow, 11/30/2012 | 0 comment

I always find it interesting that when a company achieves success in launching a new category of product how quickly others try to “innovate” in the same category…without really innovating, that is.

Posted by Professor Workflow, 8/27/2012 | 0 comment

With the presidential election heating up, so does the discussion of whether or not outsourcing is good for our economy. Outsourcing is a political football that has come up in the last two election cycles, so this year is no different. As the CEO of an outsourcing company, I thought I would weigh in as well.

Posted by Professor Workflow, 7/26/2012 | 0 comment

How often do we think there's got to be a better way in the immediate aftermath of busy season? We work our tails off during the busy season - working all sorts of crazy hours, away from our families for long periods of time, to get to April 15th. Then, we put a little distance between ourselves and busy season and the complacency settles in. Now, is the time to look at your processes and find a better way.

Posted by Professor Workflow, 6/8/2012 | 0 comment

February is winding down and you might feel like your workload is piling on. Research suggests that there are a number of small things you can do to help mitigate the stress. After 35 tax seasons, I'm more than a little familiar with the job hazards caused by our profession's annual cram session. Here are some of my favorite tips for reducing burnout.

Posted by Professor Workflow, 2/27/2012 | 0 comment

The word workflow has permeated every type of software being brought to the market place. Document management has workflow, scanning and auto populate software have workflow, depreciation software has workflow…heck, even our accounting software has "workflow." Overnight, a word that was never used by the accounting profession has become ubiquitous…and very confusing.

Posted by Professor Workflow, 12/6/2011 | 0 comment

This past week, I spoke at the AICPA National Tax Conference in D.C. and the AICPA Sophisticated Tax Conference in Boston. In each session, I had discussed aspects related to helping firms maximize their IT investments – focusing on the move to the paperless office.

Posted by Professor Workflow, 11/18/2011 | 0 comment

A recent study by the Bay Street Group found that high performing firms not only embrace positive change, but create a culture of curiosity in which staff are encouraged to innovate. In fact, they're 11 times more likely than low performing firms to encourage employees to explore new technologies and better ways of doing things (read the Seven Habits of HighlySuccessful Firms white paper, based on the study).

Posted by Professor Workflow, 11/11/2011 | 0 comment

Okay, I thought I would weigh in on the heavily debated question of where does the iPad fit into the arsenal tools for the CPA? This battle between the believers and non-believers will be waged until full enterprise solutions like the tax and engagement software are available for the iPad and iPhone.

Posted by Professor Workflow, 10/31/2011 | 0 comment

How often are you in a management, project, or even a client meeting when everyone appears sold on an idea, but still the the result is "Let's wait..."? Sometimes it's more like, "Let's wait until..." some better set of circumstances present themselves. But, once the decision is made and everyone has weighed in, just what are you waiting for?

Posted by Professor Workflow, 10/21/2011 | 0 comment

So, I guess I’ve decided that I’m writing for men and women who practice public accounting and, like me, tend to keep abreast of the latest trends in technology and practice management for our profession, but are more cautious about fully embracing new ideas before they’re really battle-tested.

Posted by Professor Workflow, 9/30/2011 | 0 comment




Mark Albrecht, CPA, MST is founder and CEO of XCM Solutions, LLC, the leading provider of workflow automation solutions to the accounting profession. Dubbed "Professor Workflow" by colleagues due to his passion for helping firms work more productively, Mark is credited with starting the "workflow revolution" and is a frequent speaker and contributor on topics related to technology and practice management.