Workflow Improvements

The ultimate guide to planning for PBC requests

Here’s a rewrite using active voice and transition words: Auditors create varying numbers of “Prepared By Client” (PBC) requests for each audit. Firstly, the size and complexity of the organization determine the range. Generally, a typical PBC list includes 30 to 50 different requests. Moreover, these requests encompass a wide array of documents. For instance, […]

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cartoon happy female CPA doing work with a smile doing PBC requests and reposnses

Getting Through the PBC Request Jungle: Hurdles and Fixes

Did you know that over 40% of CPAs pointed out dealing with paperwork and documents as one of their top headaches? This is according to a survey by the American Institute of CPAs (AICPA). That little fact throws a spotlight on a ubiquitous stumbling block in the accounting world, especially when we talk about Prepared

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cute happy robot accountant

The Digital Revolution in PBC Workflow: Transforming Accounting

In the dim light of his office, late into the evening, Michael, a senior CPA at a bustling accounting firm, used to sift through mountains of paper. Client files, receipts, invoices – all demanding his attention and careful scrutiny. Fast forward to today, and the scene in Michael’s office is vastly different. His desk is

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woman working late at night missing her family because she doesn't have accounting workflow management software

8 Tips to Navigating The Busy Season

Accounting professionals face significant pressure during peak times like tax season and end-of-year closures. Effective management strategies are vital for maintaining accuracy and achieving work-life balance. Here’s how you can handle these demanding periods with efficiency during the busy season using time management, productivity tool, and accounting workflow software: 1. Understand the Scope of Challenges

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Work-Life Balance Through Technology for Accountants

There once, in the energetic pulse of a metropolitan sprawl, lived an accountant named Sarah. Her typical day was a tableau of endless spreadsheets, a mountain of paperwork, emails and spreadsheets masquerading as process. She worked at the mercy of a relentless clock that always ticked one hour too many. But then, as if by

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