Going with the 'flow

Jill McKernon, CPA is a Senior Accountant at Pieper Whitaker & Bjork, where she specializes in small business taxation, discusses her strategies for reporting fringe benefits.

Posted by Guest Blogger: Jill McKernon, CPA, 11/17/2015 | 0 comment

Kim Whitcomb, Office Manager at Bowden and Wood, PLLC, discusses her firm's desire to fully automate all processes, sharing tips and seeking input from fellow innovators.

Posted by Guest Blogger: Kim Whitcomb, MBA, 7/20/2015 | 0 comment

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

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




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.