Geni Whitehouse CPA.CITP, CSPM

Geni Whitehouse CPA.CITP, CSPM

Cracking the WIP - How Workflow Tools Can Aid Productivity


For accountants, workflow tools are about gaining control of information. Rather than spending  hours running from office to office seeking to learn the status of that lost tax return or incomplete compilation, with a good workflow solution you are promised access to any client file at any stage of completion anywhere in your (real or virtual) office. Ideally these tools also let you check the status of client work, monitor due dates, manage staff time, and review actual versus budgeted time. As more firms have moved from paper to paperless, these electronic command and control systems have become increasingly important for those seeking to realize the full potential of their paperless systems.

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Review: Sales Tax--No Place for DIY

Economic pressures have caused many individuals to stay closer to home. These homebound individuals have fueled a huge increase in DIY (Do-It-Yourself) activities. We’ve seen at home pedicures replace SPA visits, tossable dryer sheets edging out trips to the dry cleaner, even off-the-shelf mouth guards substituting for trips to the dentist. How this DIY trend has impacted small business revenue is a topic for another day, but when it comes to their internal operations, sales tax compliance in no place for businesses to consider DIY.

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Making Mission Impossible Doable For Nonprofits

Nonprofit organizations have an almost impossible mission. They are expected to serve the needs of as many constituents as possible while making a minimum investment in administrative costs. Their reporting needs are extensive and their teams are expected to deliver miracles. They have to answer to just about anyone who makes a donation along with a myriad of government organizations. Every dollar they spend must be tracked from plan to action to results.

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