Review what works and reinforce it. If you have been in business for any length of time, you may already know many of these things.  However, I am a firm believer in refresher courses.  I always come away with a Read More...

A year ago, all I heard was cloud this and cloud that. I felt like I was in a crowded room where everyone was talking at the same time. After hearing so much and with so much attention given Read More...

  Project Part 1:  Problem Identification   Robert Jones, CPA is a small accounting firm in Orlando, Florida.  At this time, all the files are paper files.  There is an off-site storage space and a file room in the office, Read More...

Published in My Office Today - June 2009 Exclusive Interview: Toni Springer talks about Practice Managment  What the Right Practice Management Suite Can Do for You Practice Management Suites come in many flavors but how do you find the right one Read More...

Published in My Office Today - May 2009  There are many ways to communicate to those in our department, office, our clients, and vendors but it has become increasingly difficult to manage the most effective ways to communicate. Here are Read More...

Published in My Office Today - December 2008  Currently some workflow and document management systems are designed to function independent of one another, making it necessary to run several different applications to perform two tasks that go hand-in-hand. Is it Read More...

Published in My Office Today - July 2008  Many owners have considered removing such luxuries as the "coffee break" to help curb lost productivity. There is a guilty culprit to lost productivity, and it's not the coffee break. The following Read More...

Published in Small Business Services - January 2008  Just storing documents or changing the way we work: Things to consider when combining a workflow and document system. Document Management has many known benefits promoting cost savings, but is going paperless enough Read More...

Featured in Accounting Today Office Tools Pro does a good job of putting all of the relevant data entry and lookup information onto one screen. From within the central data entry forms, you have access to your client data, Read More...

By Michael Giardina Robert and Mary Smith run a tax practice. They have 10 employees, and usually hire up to three part time tax professionals during tax season. Their office will process about 1300 tax returns a year. While Read More...