Firms are increasingly challenged to meet the ever-changing regulations and requirements of their industry and at the same time manage their practices so that they remain profitable. We help CPA firms meet these challenges in several ways.
Recruiting
We offer a dedicated recruiting division to help CPAs find the right people for the right positions. Our recruiters specialize in Public Accounting and have a very clear understanding of how firms work. They speak your language and can find the candidates you need.
Our comprehensive process includes developing clear job descriptions and individual assessments to ensure that the candidate is the best fit for your firm.
Streamlined Tax Processes with Z-File™
Z-File™ is a comprehensive, time-saving organizational system, complete with linked workpaper templates. It is designed to standardize business tax files and streamline your tax return preparation process. Z-File™ works with paperless or hard copy tax files. Z-File’s attributes are magnified when used with ProSystem fx® Engagement. Z-File™ has been developed, tested and refined over a number of years by Integrated Template Resources, LLC (ITR) and will help you save time, money and be more profitable in your tax preparation process.
More detailsFirm Administration
In order to meet the increasing demands of the profession, our CPA clients are realizing the need to add a Firm Administrator or COO to the firm to manage the business of the business.
We often fill the role of Firm Administrator on an interim basis, while we actively recruit for the position. During the interim period, we can work on key issues, assess the firm culture and help the firm begin to make the transitions necessary to ensure the success of the new Firm Administrator.
