Search Results for: iris
Practice management for a growing Top 250 CPA firm: what software must handle
A growing Top 250 CPA firm needs a specific breed of practice management software—one that prevents money from being lost due to increasingly complex processes. The solution you reach for must expand beyond work allocation to tracking the facts and figures behind every challenge and opportunity. Read on to discover more. Growth is a way […]
How CPA firms assign work and balance staff capacity without spreadsheets or daily check-in emails
Managing team capacity with a spreadsheet and emails isn’t viable for a busy, multi-office accounting firm; you have no insight, flexibility, or centralized control. The answer is practice management software that handles scheduling alongside workflow. This blog explains all. Managing staff capacity: why spreadsheets and emails let you down It’s easy to understand why firms […]
Tax Season Scheduling: How to Automate Workflows and Stop Missing Deadlines
Accounting firms stop missing deadlines in tax season by adopting practice management software that centralizes due-date tracking, automates workflow progression, and alerts staff before work slips. IRIS Firm Management (IFM) does this for US CPA firms with due date templates, count-back scheduling, capacity planning, and automated alerts. In this blog, we explain how. If there’s […]
CPA firms: how to identify unprofitable clients and decide whether to reprice or exit them
To identify unprofitable clients, measure profitability using realization, write-offs, and budget-versus-actual data. Then, apply this rule: reprice clients who are unprofitable because of scope creep or outdated fees, and exit clients who stay unprofitable after a fair repricing or who consume disproportionate partner time. This blog talks you through that process, and the technology that […]
How can a CPA firm improve profitability without adding headcount?
A CPA firm can improve profitability without adding headcount by recovering the revenue it has rightfully earned but then lost—this loss happens between the moment work is performed and when money is collected. Ultimately, firms sell professional time, and that time leaks value at four stages: unrecorded and under-recorded time, work-in-progress (WIP) that ages and […]
The Tax Season Workflow Automation Guide for CPA Firms – How Good Software Helps
Every second must be spent on billable work during tax season, but very often admin gets in the way. There’s a reason why this happens: the more manual your admin workflows are, the more they will slow you down. Client records arrive in a dozen formats via several channels, and data remains hidden in inboxes. […]