Read Now Quantum of Paperless: Partner's Guide to Accounting Firm Optimization PDF
***NEWLY UPDATED JANUARY 2020 including a summary of 2020 CPAFMA Information Technology Survey information and results from the 2019 Digitally Driven Firm (formerly Paperless Benchmark). Every accounting firm is unique in the production processes they have developed over time to service clients, produce tax returns, complete audits, enter time, and produce billing. While each firm is unique, the transition from traditional manual processes to today's digital solutions is remarkably similar and it is primarily a matter of identifying where the firm is today and implementing the next proven process that firm personnel are sufficiently capable and willing to adopt. This Guide is broken into 32 mission critical quantum leaps where your firm production can be optimized. In each section, proven solutions that accounting firms are successfully implementing and using today is listed. Where appropriate, the results of the CPA Practice Management Association (CPAFMA.org) 2019 Digitally Driven Firm survey are included. These can be found within the back of this Guide.
