Accounting

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

virtual-accounting-teams
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

improve-processes
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
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

1099-process
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

process-templates
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

1099-form
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
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

email-automation
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
home-page-image

5 Steps to Building Team Collaboration for Cohesive Success

Team collaboration is a popular theme in small businesses today for a reason, it enables success. Knowing the importance of building a workforce that is team-oriented is vital to any business. Scalus workflow enables team collaboration and improves efficiency.

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accounting-workflow

Accounting Workflow for Optimized Firm Efficiency

The modern day accounting firm looks drastically different than it did twenty years ago. While there have been many alterations to tax laws and accounting standards, the real changes can be seen in implementation of technology solutions that have transformed firm efficiency; both in the back office as well as… Continue Reading

accounting-workflow