Advisory

Darrell Layman made a bold move this year, and at the riskiest time: tax season. With a broad vision to significantly increase workflow efficiency across his firm, he transitioned from a desktop document management system to the cloud.

Donny Shimamoto, CPA.CITP, CGMA – 38 Founder, Intraprise TechKnowlogies, LLCHonolulu, HA   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Finding good talent has been our biggest challenge. We are starting to […]

Jim Boomer, CPA.CITP, CGMA, MBA – 38 CIO/SHareholder, Boomer Consulting, Inc.Manhattan KS   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) We have made major strides over the last few years in […]

Louie Calvin – 38 Product Manager – Accounting & PayrollThomson Reuters Tax & AccountingDexter, MI What are the key challenges you see firms facing? I hear the greatest challenge facing firms is leading employees and clients though rapid technological change. Embracing new cloud-based and mobile technology is not easy and there is too much to […]

Chris Farmand, CPA.CITP, MBA – 35 Managing MemberSmall Batch StandardJacksonville, FL   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) In 2010 we began serving the craft brewing industry. We have evolved […]

Shayna B. Chapman, CPA.CITP, CGMA – 39 Owner MemberShaynaCo, LLCGallipolis, OH   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) The greatest change in workflow over the last few years has been […]

Dustin Wheeler, CPA – 35 ManagerHawkins, Cloward & SimisterOrem, UT   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Hawkins Cloward & Simister adopted front-end scanning of tax documents and paperless tax preparation […]

Americans love a deal, and despite the increasingly digital economy, they still rely on coupons, according to a new study shows that reports that 96 percent of Americans are coupon users.