Busy season is upon us, and just like last year, it’s guaranteed to bring unique challenges and a few unwanted surprises. If you don’t adopt strategies to manage the overwhelm, heavy workloads, tight deadlines, and endless client requests will derail your productivity. While there’s no magic wand to buying back your time or making it all disappear, these five strategies will make this audit season more manageable and less stressful.

AuditDashboard takes a refreshing look at how accountants and auditors can go beyond delivering standard client service. The first step in exceeding expectations is to conscientiously evaluate your current offering, service levels, and touchpoints. Look in the mirror and contemplate what it is you have to offer. Reflection is critical to identify precisely why it is that someone should hire you.

The true obstacle in your CPA firm that requires significant attention is the request and receipt of client data. This should be one of your main focuses, not...

Innovation Debt is the cost incurred by organizations that consistently defer or decline opportunities to integrate new...

Electronic signatures, or e-signatures, are becoming a standard method of conducting business transactions. While electronic signature laws vary by country or region, most have established their legality and enforceability. Here’s an overview for Australia, Canada, the European Union, and the United States.

One of the primary reasons we created AuditDashboard was because email isn't an effective engagement management tool. Email was designed to send messages, not exchange, track and monitor multiple files and...

A thoughtfully developed PBC list is like a project plan. It details the list of supporting information and documentation "prepared by a client" that professionals need to gather to perform their review. Professionals and their clients can also use a PBC Request List to...

How many times have you said or thought, “I can’t get my work done because of all the interruptions!”? They are a curse to your concentration and...

AuditDashboard's digital client experience facilitates secure communication, year-round file-sharing, automated workflow, a simplified PBC request process, built-in e-signature capability, and transparent project management from beginning to end.

To reduce waste and spark joy, Dave suggests utilizing the DOWNTIME model from Lean Six Sigma. When you reduce waste in a process, you can improve your team and client's experience. When we improve the overall experience, finding joy in our professional lives becomes far easier.