by Steven Templeton | Mar 19, 2019 | Blog
I was quoted in a recent AccountingToday article about the state of practice management software. One of the themes in the article is the importance of integrating workflow, CRM, and other technology point solutions to reduce redundancy and improve accuracy and...
by Steven Templeton | Feb 13, 2019 | Blog
Would real-time, actionable metrics help you make better decisions? They certainly have in our firm. Like so many other accounting firms, we used to review firm performance metrics a few times a year — usually when we got invitations to participate in MAP surveys. But...
by Steven Templeton | Feb 5, 2019 | Blog
Have you been operating in the dark? Managing partners routinely tell us that their technology stack — a disjointed array of point solutions for tasks such as time tracking, invoicing, customer relationship management, and workflow management — does more to obscure...
