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...

In a shared technology model, vendors, sub-service organizations, and users are responsible for upholding specific responsibilities for a system to work effectively. Everyone should understand what shared responsibility means and who is responsible for what.

"I would recommend AuditDashboard without hesitation. AuditDashboard was quick to help us get up and running. We completed our training on a Friday in late January and were using AuditDashboard with our first group of clients the following Monday....

One of the best questions you can ask a technology vendor is – “In 60 days, after we’ve implemented [new software solution], what are we going to find out that we wish we knew before we got started?”