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The next tax busy season is closer than you think. CPAs need to implement best practices and tools now to prepare for next year and maximize productivity and efficiency. To help practitioners, next week at AICPA ENGAGE 2017, Empire SUITE will feature its award-winning...
Workflow scheduling optimization technology tracks and evaluates PTO data and generates the best scheduling options for completing tax returns on time.
Optimization techniques on tax return and client data metrics are reviewed.
Centralized tracking PTO tools will curb cost risks and ensure policy compliance and smooth operations across the firm. New options discussed include: customized PTO types, manager notification, and year-to-year transfers.
Many accounting industry influencers have advocated switching from the traditional billable hours method to value pricing, but one strategy rarely fits all situations or firms. Firm/project value pricing strategies are discussed in conjunction with client variability, received value, and overall project cost.
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