Blog | ImagineTime Workflow Management

18 Jun

Deadline Management, Practice Management, Profitability, Workflow Optimization

The Importance of Workflow Planning for Accountants

August 24, 2020
By Carl Coe

The Importance of Workflow Planning and Management for CPAs and Accountants Maintaining productivity is one the primary goals of most accounting firms. This usually requires some form of workflow planning and management. In my experience, needs...

16 Jun

Cloud Storage Software, Mobile Timekeeping Software, Task Tracking Software, Time and Billing Software

Accountants: Track Time on the Go with Mobile Timekeeping!

September 1, 2020
By Carl Coe

The Importance of Mobile Timekeeping for Accounting Firms Mobile timekeeping and expense entry are extremely useful for staff that perform most of their duties at client locations. In addition, the ability to view key client information...

13 Jun

Analytics & Reporting Software, Invoicing & Billing, Practice Management, Profitability

How Effective Practice Management Reporting Can Minimize Write-Offs

September 9, 2020
By Carl Coe

Practice Management Reporting Tips for CPAs and Accountants “Firms don’t recognize the single biggest controllable cost to the CPA firms is work-in-process write-offs.” --Rosenburg, M. L. (1994), The 10 Biggest Mistakes CPA Firms Make. The Journal...

11 Jun

Due Date Monitoring Software, Practice Management, Task Tracking Software, Time and Billing Software

Accounting Time and Billing Software: Is Your Firm Afraid of Change?

June 26, 2020
By Carl Coe

Why You Shouldn't Be Afraid to Change Your Time and Billing Software Recently, one of our long-standing clients agreed to update to the newer version of our time and billing software. Prior to installation we conversed...

24 Mar

Practice Development, Practice Management Tips, Profitability, Time and Billing Software

Growing Pains: Why Choose a Scalable Time & Billing Software

June 24, 2020
By Carl Coe

Unless you work in the IT or software development industry (and, since this is a practice management blog for accountants, we’re assuming you don't), you probably haven’t heard of the term “scalability". Put simply, scalability...

17 Mar

Employee Time Tracking, Mobile Timekeeping Software, Task Tracking Software, Time and Billing Software

Why Mobile Time Tracking is a Must for Today’s Accounting Firms

June 25, 2020
By Carl Coe

Do you use spreadsheets to keep track of your employees’ time and attendance? Is your only phone a landline phone? Do you send letters instead of emails? If you answered yes to the above questions,...

10 Mar

Client Management, Practice Management, Task Tracking Software, Time and Billing Software

The Top 4 Things Accountants Need to Stop Doing | CPA Time & Billing Blog

June 25, 2020
By Carl Coe

When we think of business time-wasters, we tend to focus on employee-led distractions: coffeepot chatter, social media scrolling, or extra-long lunch breaks. But studies have revealed that the biggest workplace time-sucks occur during the hours we...

03 Mar

Client Management, ImagineShare Client Portal, Practice Management, Practice Management Tips

Top Sign a Client Needs Help | CPA Client Management Blog

June 26, 2020
By Carl Coe

Financial problems are embarrassing. Most people don’t want to talk about them—not even to those who most need to know. Just as dentists often need to be extra-intuitive when dealing with anxious patients, accountants and...

25 Feb

Employee Time Tracking, Practice Development, Practice Management, Workflow Optimization

How to Motivate Your Team to Use Your CPA Time Entry Software

June 26, 2020
By Carl Coe

As a leader or project manager, you already know that time tracking software is essential to streamlining your workflow, making your deadlines, and setting a realistic budget. But to some employees, a time tracker is...

18 Feb

Practice Development, Task Tracking Software, Time and Billing Software, Workflow Optimization

Why ImagineTime is the Perfect Time Entry Software for Accountants

June 26, 2020
By Carl Coe

You may be surprised to learn that our company founders aren’t just software developers; they are accounting professionals with over 20 years of industry experience! That means that when we set out to create practice...

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