featured

digital tax workflow requires a system, not projects

by

pixelated blue text "workflow" on binary code backgroundwhy the difference matters.

by roman h. kepczyk
quantum of paperless

the most important aspect of transitioning the firm’s tax process to a digital environment is managing electronic files that are no longer physically viewable in assorted stacks around the office. this requires a digital tax workflow system that lets everyone know the status of every return and easily connects that person to digital copies of the return and the source documents.

more: who deletes documents and when? | using databases for document management | survey: firms split on mobile device management | need internet? grab your phone | survey: im still not common at cpa firms | the best defense against malware
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

under traditional manual tax systems, firms utilized due date tracking databases that identified when a return was due, but not what information was missing, or the preparation, review or extension status, which was often recorded manually on a physical routing sheet.
read more →

how to teach reviewing and time management

by

businessman sitting in office and reading documentsavoid “what’s the status of” hell.

by frank stitely
the relentless cpa

let’s discuss two training issues in detail: teaching time management and teaching review skills.

more: how to coach your staff | give your people the resources they need | 4 tips for managing advanced preparers | the right way to assign staff projects | workflow for dummies
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the biggest training gift that you can give your staff is time management training. you may want to offer formal training, but i have never found one that was really specific to cpa firms and the daily challenges we face.
read more →

some mistakes i made

by

… and some lessons i learned.

by ed mendlowitz
call me before you do anything: the art of accounting

i’ve been around a long time and did some really great things. i’ve also made some mistakes.

more: why we ‘kill’ to get partnership returns out quickly | learning from lee iacocca et al. | i lost a client to an accounting firm with cheaper fees | how i saved a business | the staffer who was too smart | how i got a mercedes as a fee
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the mistakes linger on my mind more than many of the great things, and i am sharing some of the mistakes here.
read more →

should the irs go down in history?

by

stock image of businessman pushing a giant stack of documents isolated on white background3 reasons an agency historian would be a good idea.

by 卡塔尔世界杯常规比赛时间 research

karl marx may have been wrong about workers rising up against their capitalist overlords, but he was right in observing that much of history can be explained by economics.

more: 5 easy ways that congress could fix tax collection | 4 ways to fix irs collections | taxpayers deserve better receipts | what’s the real impact of irs audits?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if history and economics go hand in hand, it makes sense  that the internal revenue service, an entity through which trillions of dollars pass in a constant flow, should have an in-house historian. its policies, programs, decisions, managers, records, cases, controversies and artifacts are an important part of american and world history – but only if they survive for historical analysis.
read more →

automation and the future of accounting

by

how one firm uses bots to its advantage.

by jody grunden

there’s no doubt that advancements in technology are changing the world, and the accounting industry is no exception. technology is making us more productive, more efficient and more connected.

more: do you want to be a virtual cfo? | the only three metrics you need to measure staffers
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

on the flip side, it’s also taking over some of our jobs. this is a reality in the accounting industry that we cannot ignore. technology is driving major changes for the future of the accounting world. we need to be aware of what’s happening and take strategic steps to advance along with these changes. otherwise, we are going to be left in the dust.
read more →