Piggy Bank

Don’t Make This $45,000 Mistake

Depending on where your business operates, you could pay anywhere from $45,000 to $60,000 per year for a Project or Operations Manager. Thankfully, through technology and automation tools within workflow software, that employee will be able to spend more time adding real value to your company. By freeing up your… Continue Reading

Piggy Bank
pexels-photo-95916

Top 4 Reasons Why Your Business Isn’t Growing. Are You the Problem?

When you are bogged down with the constant day-to-day tasks of owning and operating a small business or startup, it is easy to get sidetracked. Other issues take precedent over what you should be focusing on — growing your business. Growing a business, especially from the ground up, is a… Continue Reading

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StockSnap_JONMP7TPGK

Surviving the Critical Hour With Workflow Improvement

Surviving the Critical Hour With Workflow Improvement   How often do you finish a task just to find that you have a dozen more to check off of your to-do list? Chances are this is a daily occurrence as an accounting professional.   Your life is filled with constant deadlines… Continue Reading

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Untitled design

Scalus Launches Workflow Automation Software for Accountants

We’re proud to announce that we’re out of beta!   Via PR Web   Scalus, an all in one SaaS solution offering process automation, workflow efficiency and project management, has officially launched out of beta with new product features for the modern-day accounting firm. Scalus empowers the firm to better… Continue Reading

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A beautiful young lady is pondering about possible solutions of the complicated problem. Many blue arrows with different directions are drawn around her head. Concrete wall as a background.

SaaStr Throwback: 10 Things That Change When You Stop Bootstrapping

Did you attend SaaStr last week? We sure did! As we think about all of the amazing content that we took in this year, we’d like to share our founder’s presentation at SaaStr 2016. Scalus was built to help your business scale. What kind of scaling issues have you encountered… Continue Reading

A beautiful young lady is pondering about possible solutions of the complicated problem. Many blue arrows with different directions are drawn around her head. Concrete wall as a background.
process-management-software

5 Awesome Benefits of Process Management Software

Business process management (BPM) assists organizations to line up inside business functions with the customer’s needs, and helps executives determine how to measure, monitor, and direct company resources. Process management software enables these goals so that BPM systems can be accurately executed to enhance efficiency, lower costs, and increase productivity while… Continue Reading

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collaboration-tools

Why Collaboration Tools are Crucial for Millennials in Business

Millennials have grown up in a connected world requiring a different approach to choosing collaboration tools for the office. They set the standards in application needs of an organization and become more productive when empowered with the right technology. The most productive employees are the ones contributing, sharing experiences, insight, taking part in… Continue Reading

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virtual-accounting-teams

5 Key Essentials to Managing a Virtual Accounting Team

Virtual accounting teams are growing in popularity due to the increased flexibility and convenience afforded by cloud technologies. The concern then becomes managing the virtual accounting team to ensure tasks are completed and security is always guaranteed. A recent study from the Society for Human Resource Management shows that 89%… Continue Reading

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collaborative-workplace

Creating a Collaborative Workplace

The essence of work in the modern workspace has shifted and so has the workplace itself. To stay on top of the ever changing developments in technology, the continual need for increased collaboration, productivity and a decreased carbon footprint, many companies are creating work environments that are helpful in all… Continue Reading

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franchise-workflow

Franchise Workflow Solutions to Ensure Consistency Over Multi-Location

Ensuring consistency across multiple locations for any business is difficult, but franchise workflow solutions help ease the pain in an industry that holds consistent deliverables to consumers as a top priority. Franchisees rely on relevant, accessible, and up to date information so they can make informed operating decisions. The subtle… Continue Reading

franchise-workflow
project-management

4 Need to Know Project Management Concepts

Project management in any industry involves specific vocabulary that teams should be familiar with. As the teams grow, they adapt to that language and it becomes a part of company culture. A normal work conversation might sound like a foreign language to outsiders, however, in the area of business and project management, these terms… Continue Reading

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improve-processes

Improve Processes & Profits by L. Gary Boomer, CPA

By L. Gary Boomer, CPA. CITP, CGMA CEO, Boomer Consulting, Inc. When you start to talk about processes, some may immediately think of Frederick Taylor and his time and motion studies. Resistance often follows and professionals say, “I don’t want to work in an assembly or production line.” First, let’s… Continue Reading

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workflow-management

4 Not So Secret Tricks to Improving Workflow Management

Workflow management can seem overwhelming when your business is growing and the tasks keep rolling in. Wanting to get the most work out of your day is normal, but it can be difficult with constant interruptions and receiving or delivering status updates. We live in a productivity based culture, and… Continue Reading

workflow-management
A beautiful young lady is pondering about possible solutions of the complicated problem. Many blue arrows with different directions are drawn around her head. Concrete wall as a background.

Tracking Multiple Projects: You’re Overcomplicating It

Walking into work on a Monday morning knowing you have many projects to keep track of is comforting—business is going well, right? On the other hand, it can leave you with a stomachache worrying about how you’re going to manage every project without letting something fall through the cracks. “Where… Continue Reading

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modern-work-processes

Be More Productive with Modern Work Processes

Modern work processes are developed when new techniques and tools come together to improve upon the way teams and individuals interact.  Just as the first communication tools transformed business, the tools of Cloud, Mobile and continuous productivity are changing the way interactions happen between individuals and teams. Network-centric or Bottom… Continue Reading

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Group of business people assembling jigsaw puzzle, team support and help concept

Is Your Invoicing Software Doing the Job?

“Good. Better. Best. Never let it rest, until your good is better and your better is best.” – Author Unknown When it comes to business, you’re always striving for the best—whether that’s hard working employees or a strategic budget. So how do you know you’re getting the best of the… Continue Reading

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Business couple sitting at the black table with idea bulbs on the background

From SaaS to Sassy: How Project Management Makes You Shine

If the clothes make the man (or woman), does the right software complete the person? If you are still using Project Management software that you downloaded, installed or worse… got in the mail it is definitely time to update your technical wardrobe. Not long ago, the ability to serve clients… Continue Reading

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investment-management-workflow

Investment Management Workflow: Solutions for the Modern Day Firm

As client relationships become more diverse, investment management firms are embracing smarter ways to manage workflow. Among the more important shifts we’ve seen in the investment management marketplace is the growing emphasis on workflow solutions that enable firms to access important client information and communicate with their clients more efficiently. Investment management workflow… Continue Reading

investment-management-workflow
Businessman that looks far on a stair

4 Reasons Every Sales Team Needs a Product Tracking Tool

“Package delivered.” Receiving that status update is always a welcome message when you are waiting for a package to arrive… but don’t you really crave MORE visibility than just one line at the end of journey?  Isn’t it better to have a real-time, visual and interactive medium to understand (and… Continue Reading

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Stopwatch and time illustration concept

Task Managers: 5 Tricks of the Trade You Need Now

“Anything worth doing, is worth doing right.” Most task managers would agree with this statement by author and journalist Hunter S. Thompson. With an ongoing list of to-dos and a team to manage, time is precious. You can’t afford to waste time or hold on to inefficient habits. Here are… Continue Reading

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Concept of priority, silhouette asian business woman light drawing.

The Ultimate Time Dilemna 4 Things to Ask Yourself Before Prioritizing Tasks

“Things which matter most must never be at the mercy of things which matter least.” This quote by author Johann Wolfgang von Goethe describes the ultimate dilemma when it comes to prioritizing our time—how do we identify and complete the most important things without being distracted by other tasks?  The… Continue Reading

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process management software

Power in the Process

Process management is an organizational design that suggests actions performed within the company are optimized and organized in processes. A significant part of process management is the documentation of processes; consistent and clear documentation is enabled through process management software. How does process management work and what are the requirements?… Continue Reading

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process-management

Intelligent Process Management: A Systematic Approach

Process management is important for scaling businesses of all sizes, and can become a complex task for many organizations. You do not have to be a certified lean six sigma guru to implement intelligent process management; you just need to have a systematic approach supported by technology that automates. In… Continue Reading

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tax-season-pain

IRS Budget Cuts are Increasing Tax Season Pains

Tax season has officially started and the Internal Revenue Service began accepting tax returns this week. According to IRS Commissioner John Koskinen, the agency is facing ongoing budget cuts, and due to these reductions, several of the services the IRS offers will be trimmed down. This reduction in services can… Continue Reading

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tax-workflow

Top 5 Tax Workflow Headaches and How to Ease the Pain

Tax workflow headaches are abundant in first quarter, but the investment into technology solutions to improve the annual stressors is traditionally a low priority. The tax department is like any other function of the business, if there is sufficient return on investment (ROI), or avoidance of unfavorable outcomes (risk reduction),… Continue Reading

tax-workflow
Walt_Disney_1946

The Most Vital Thing Walt Disney Did Wasn’t Movies

The Crucial Step Missing From Project Managers’ Automated Workflow Wikipedia defines a project manager as: “the person responsible for accomplishing the project objectives by creating clear and attainable project objectives, procuring the project requirements like human resources, contractors, material or technology to accomplish the goals.” Walt Disney was famous for his movies, but the behind-the-screens efforts… Continue Reading

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1099-process

Simplify the 1099 Process: Cloud Tools that Work

Tax time is upon us, and the 1099 process is the first of many labors. Tracking down vendors, contractors, clients and payees each year to ensure they are who they say they are, and confirming mailing addresses can be a time consuming task. Simplify the 1099 process with cloud tools that work…. Continue Reading

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process-templates

Process Templates: The Key to Optimized Workflow

When it comes to true process optimization, businesses should start with evaluating two important elements: 1) understanding existing processes that are performed as they are, and 2) identify where bottlenecks occur in the system. Concluding, where exactly the breakdowns exist in the current workflow process and what needs to be… Continue Reading

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high-performance-workflow

Accountability + Empowerment = High Performance

A High Performance Culture Means Breaking Molds and Challenging the Status Quo.  As an organization grows, people begin to take on more tasks and it is inevitable that things fall through the cracks. It is easy to become complacent and get into routines that aren’t necessarily fostering high performance. It… Continue Reading

high-performance-workflow
1099-form

Taking the Pain Out of 1099 Contractor Verification

The IRS has become more stringent in enforcement of the rules and regulations regarding 1099 contractors in an effort to close the $450 billion tax gap. This has led to an increased liability on not just the business owner, but the accountant as well. The verification process has never been… Continue Reading

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productivity1

The 1099 Process Reinvented

The 1099 process can be one of those year-end jobs that prolong wrapping things up for the year and lead to unnecessary stress. Incorrect or missing tax ID numbers and change of address issues can turn a simple process into a time-consuming tangle.  With workflow automation you can simplify this… Continue Reading

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process-management-software

Top 5 Ways to Foster Team Collaboration

What do the The Fantastic 4, X-Men, The Avengers and The Expendables all have in common? They are teams of individuals utilizing their combined talents to achieve a common goal. When thinking of teamwork in any organization, consider collaboration; building and investing in a team is vital to its success. One of… Continue Reading

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workflow-app

7 Powerful Features of a Best in Class Workflow App

When researching workflow applications to improve operations, you want to make sure that it’s a good fit for your business as well as the staff and clients that will be utilizing the software on a daily basis.   Most workflow apps are more than just a dashboard that sends a reminder to complete a task.  If… Continue Reading

workflow-app
Office top view hero header

The True Distinction and Differences of Scrum and Agile

Scrum and Agile are often used interchangeably, as if they are the same thing; but they aren’t. Scrum, (like KP, Kanban, Lean, and Crystal,) is a way of doing Agile. At first glance, you may believe one method begat the other. And you would be correct—kind of. Because Scrum emerged… Continue Reading

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home-page-image (1)

One Question You Need to Ask When Choosing Between Waterfall and Scrum Project Management

Good news: You’ve picked up a new client, and she is looking to expand her successful business to an online platform. Your Dilemma: Before you build out the project, what project management methodology will work best to make this project successful? Big question: should you choose Waterfall or Scrum? Each… Continue Reading

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workflow-management

Scalus Announces Accounting Edition and TSheets Integration

Scalus, the communication and workflow management platform designed for the future of work, today announced Scalus Accounting Edition for firms focused on client accounting services, bookkeeping, payroll, taxes and advisory services. In addition to the accounting edition, Scalus announced a TSheets integration for time tracking and a reseller program.

workflow-management
email-automation

Declutter Essentials: Email Automation for a Clean Inbox

An inbox full of emails is not only overwhelming, but it is also unproductive. Email automation is the most efficient way to clear all those emails out of your inbox without anything important falling through the cracks. With automation you can turn your emails into tasks, or assign them to the… Continue Reading

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unnamed

Workflow Automation, the Quick & Easy Way to Streamline Business Processes

Receiving hundreds of emails and “to-do’s” on a daily basis can be stressful and lead to human error; it is virtually impossible to retain all of the tasks you need to complete in your head. You can write them down, use Google tasks, log reminders on sticky notes or the to-do list of your choice,… Continue Reading

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workflow-management

Optimized Workflow Management: True Process Improvement

In every organization, the goal of having efficient and productive processes exists. When you take into account staff turnover, team collaboration, status updates and the growing number of work each individual is expected to complete, it is only natural that things fall through the cracks. Unfortunately, it is the client and the employees that suffer in the process. So what is the solution? Develop optimized workflow management for true process improvement that can not only track progress but predict failures.

workflow-management
Screen Shot 2015-10-19 at 10.28.42 PM

Announcing the Official Launch of Scalus

We are excited to announce the official launch of Scalus. Scalus turns conversations into actionable, repeatable, automated tasks across apps, teams and organizations, adding accountability and oversight long missing from the other collaboration platforms at scale. My team couldn’t scale without a workflow tool that automates who does what next… Continue Reading

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