Improve Your Work Flow: Automate

By Ronald D. Kranzler, CPA.CITP, & Stephen Barrett, CPA.CITP.MCP
Boomer Technology Circle "Spotlight" (April 2006 Issue)
April 20, 2006

It’s fair to say every accountant, at some point in his or her career, has experienced a deep level of frustration when trying to get a client’s financial statement out the door.

We all have them — those little inefficiencies in our firm’s report processing procedures that add up to excessive amounts of wasted time. The redundancy of updating FASB required changes on a client-by-client basis; the pain of drafting, proofing, redrafting, re-proofing, approving and replacing newly written footnotes or opinions; the irritation of discovering in a final draft that the table of contents wasn’t changed to match the rest of the report when content on page 12 ran onto page 13 thereby creating a one-page shift on all following pages. The possibilities are endless.

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