workflow

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
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
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
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

modern-work-processes
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

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

Businessman that looks far on a stair
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

Stopwatch and time illustration concept
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

tax-season-pain
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

Walt_Disney_1946
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
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

1099-form
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

process-management-software
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

unnamed
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.

home-page-image
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
accounting-workflow

The #1 Tech Concern for Accounting Firms is Workflow

Whether you’re scaling a small team, or maintaining an existing one, workflow efficiency is vital to the day-to-day operation of your organization. NMGI’s findings from the 1st Annual Accounting Firm Operations and Technology Survey shows that a resounding 32% of all practices list workflow and efficiency as the biggest technology… Continue Reading

accounting-workflow