Technology

Keeping Ownership Of The Client Payroll Relationship

Principal, Brian F. Tankersley CPA, Knoxville, TN

Managing Director of Sales & Marketing, OutSource It Business Services, LLC, Pompton Plains, NJ

Product Manager, CCH, a Wolters Kluwer business, McPherson, KS

Column: Final Thoughts

Engagement and Trial Balance systems can be the heart of a full-service accounting firm, and advanced systems can help a practice improve efficiency. In any engagement, there are specific workflow processes, which can be streamlined using Engagement management systems. On the Trial Balance side, increased efficiency and productivity can be achieved by doing more than just electronically handling the grouping and adjustment of GL account information, but also taking advantage of tools and features that promote collaboration, standardization, accuracy and communication.

Column: From the Trenches

The universe of accounting and accountants continues to undergo major shifts. One of those shifts is the recognition that every-one can choose when and where they are willing to conduct business. This includes the 24 hour, 7 days per week model. Supermarkets are always open. Gas stations and bank ATM machines are always accessible. Customer support is accessible from locations around the globe.