What Intelligent Automation can do for CPA Firms

We are on the precipice of the fourth industrial revolution which is set to change everything about the way we work.  A big difference between this revolution and the previous three is the type of work that is going to be automated. Previously, physical work was the target for automation, but this time it’s cognitive…

How to scale your firm without hiring

Professional services firms have historically scaled by hiring.  The traditional model has most firms hiring to keep up with the demand generated from new clients.  This sets firms up for a number of traps, but the biggest drawback is firms lose considerable efficiency when growing this way.  Everything from client acceptance to service delivery starts…

Scaling services starts with the bottleneck

For as long as I can remember, I’ve been trying to figure out how to make processes work faster.  Along the way, I’ve helped countless businesses streamline operations with my ability to find the best way to do this to help them scale. In this article, I’m going to talk about the key to scaling…