In today’s competitive marketplace, you are likely feeling pressure from clients to provide more services for lower fees. What makes your firm successful is its unique blend of staff, firm culture, institutional knowledge and business processes. Your firm needs to maximize output while maintaining near perfect quality. This is necessary to remain competitive, but it’s equally important to allow time to focus on value-added services and show the value your firm adds to clients’ businesses. Ultimately, this leads to more fulfilled staff, more engaged clients, better opportunity identification and growth.
 
A critical step in maximizing output is minimizing wasted time. In CPA firms, lost time is often found in excessive administrative tasks, personal preference items and poor communication. Many firms have implemented workflow to ameliorate these issues, however, due to the nuances of their processes and software limitations, often times the full scope of the firm’s unique business process isn’t fully represented. Instead of marrying their software with their unique business process, most firms align processes to fit into the framework allowed by their software.
 
For your firm to gain full visibility and control, maximize efficiency and increase profits, you need to move beyond workflow to business process management software that easily and intuitively automates your unique business process.
 
In this guide, we will walk you through:
 
History of workflow and business process management
The current landscape of CPA firms
The next generation of business process management
Aligning your workflow with your firm’s unique business processes
Current trends in business process management
 
Click HERE for more information on the Guide to Moving From Workflow to Business Process Management: A Boomer Advantage Guide for Accounting Firms