STAFFING & RECRUITING

Best Practices for Choosing Workflow Management Software

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woman looking at computer screen

You get a trial period. Use it!

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

When evaluating workflow management software, it is important to evaluate your priorities and know what you want out of the system. It is also important to understand that there isn’t going to be an exact fit.

MORE by Jody Grunden
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After comparing options, make sure that the system you go with meets the priorities at the top of your list. Once the system is picked, it is important to spend time inside the system to figure out how your company is going to use it.
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Profit Squeeze: Billing Rates Rebound, but Staff Costs Are Rising Faster

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Accountants show renewed pricing power as rates gain 5.7%.

Mind the gap: CPA firms are raising billing rates at about a 6% rate, not quite enough to match the rising costs of staff.

By CPA Trendlines

CPA firms are raising prices again as they enter 2026, even as hiring remains weak and wage pressures show little sign of easing. The combination is tightening margins across the profession.

MORE Outlook 2026, Pay, Hiring, Pricing

A CPA Trendlines analysis of new pricing data shows that billing rates for core CPA firm services are rebounding sharply, reversing an earlier soft patch and vaulting fees to near record highs. At the same time, employment growth across accounting firms has stalled, while wage growth remains elevated, underscoring the growing imbalance between pricing power and labor costs.

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Use Workflow Apps to Pump Up Profits

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You’ve been reinventing the wheel. Why?

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

As a business grows, it becomes necessary to systemize the processes in order to increase the team’s efficiency and deliver a consistent experience for clients.

MORE by Jody Grunden
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

One of the challenges that comes with creating systems can be getting every team member on board with the process you want to put in place. For example, Joe may have one way of doing things, while Karen does them another way and Susie yet another.

Creating a system will likely require all of them to make some changes in their own day-to-day workflows.
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Outlook 2026: The Painful Paradigm Shift in Staff Pay and Hiring

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Pivoting with the Paradigm: Staff salaries are rising sharply even as job growth plateaus.

New jobs data signal fundamental pivot for accounting firms.

By CPA Trendlines Research

The year 2026 may be long remembered as the paradigm-shifting moment when accounting firms were forced to pivot everything from their business models to their budgets.

MORE Outlook 2026, Pay, Hiring

The reason: Salary and pay increases are accelerating even as hiring momentum stalls.

Going into 2026, labor costs have been cleaved from labor supply. The new, structurally higher staffing line is forcing firms to rewrite their budgets as well as business models.

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Process Is Key to Remote Work

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Woman leading meeting, flipchart in background

Your team and your clients both win.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

With the right people in place, empowered to work independently, and proper access to the tools that are necessary to get the work done, process comes next.

MORE by Jody Grunden
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Creating process is important in any business if you want to scale, but it is imperative when it comes to remote work. Process helps streamline things, reduces confusion and makes your team more efficient and productive.
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