In this issue

4 Stages Robotic Automation

Accounting June 11, 2021 

The Four Stages of Robotic Process Automation

This column is the second in a series on process automation.  The first article in the series can be found at http://cpate.ch/bt-rpa-1. Process automation starts with simple tracking and reporting of the activity with a workflow management system, which gets the activity data out of the old paper routing slips and into a structured format...…

Brian Tankersley

CCH Axcess Platform Wheel

June 13, 2019 

Building the Firm of Tomorrow with CCH Axcess

Chris Salisbury knows tech, and as a CPA, he knows accounting and taxes. But what really sets his firm apart is how he has combined the best tech with best practices to realize better client service and higher profits. After working for more than a decade at large regional firms in North Carolina, Chris and...…

irs building_10858577

June 12, 2019 

When the IRS Bypasses a Power of Attorney

Taxpayers are afforded certain rights when dealing with the IRS, and these are listed in the Taxpayer Bill of Rights. One states that a taxpayer has the right to retain representation. Additionally, the Internal Revenue Code stipulates that a ...

Dave DuVal

change

June 12, 2019 

Change Is In The Air

Did you ever have to move and change schools when you were a child? I only had to do it once, but I just met a new friend who went to 13 different grade schools. I can’t begin to wrap my head around that. This person understands change like nobody else I know. At the...…

Gail Perry

millennials

June 12, 2019 

GONE!?!

What if after looking around, you realized that you were the last person left and everything, all the work, everything fell on your shoulders? Would you be able to get it all done? Would you be ready to deal with it, the pressure and time commitments...

Garrett Wagner

apps

June 12, 2019 

Apps We Love June 2019 – Legal Services

When we think of lawyers and legal issues, our minds might still go to law firms and the formality of the court system, but, like most things today, the legal services profession is being disrupted with apps and do-it-yourself solutions.

 How to Quit Your Job Gracefully

June 6, 2019 

How to Quit Your Job Gracefully

It happens to practically everyone at some point. You had a good run at your current job, but you’ve outgrown the position and want more. After finding a better match elsewhere, it’s time for that awkward moment: letting your employer go. Whether you’re a staff auditor or senior director, you should know how to quit...…

Paul McDonald

Automation_technology _.5558c5b706074

June 5, 2019 

Automation is Here. How Are You Leveraging It?

CPA firms are in the midst of a transition. For years, research firms and thought leaders have been predicting the disruption of the profession through automation. That disruption isn’t a vision for the future – it’s here now. In 2017, Gartner ...

Jim Boomer