Tuesday, September 20th, 2016

Innovation

“When all think alike, then no one is thinking.” – Walter Lippman

It makes me SO happy when I hear about innovative things coming from people working at CPA firms.

While I often lament that we don’t see very much innovation and creativity within firms and that many firms are very happy with the status quo, there are some great firms out there leading the way for others.

The following is an announcement from CPA.com about the 2016 Innovative Practitioners’ awards.

CPA.com announced this week that Caitlin Lacher and Rachael Higginbotham, both representing Louisiana accounting and business advisory firm Postlethwaite & Netterville, have been named winners of the Innovative Practitioners 2016 Award. The annual award looks to recognize innovations in process, services or technology implementation in public accounting firms.

Lacher and Higginbotham both developed Pounce, a new business development tool, this previous summer. Pounce allows CPA firms to more easily manage and match staff resumes, industry experience, and other firm materials, allowing marketing and sales teams to quickly respond to new business opportunities.

Runner up:  (One of my clients – Congratulations, Charles!)

Charles Postal of Santos, Postal & Co., Rockville, Md. Adopted Yammer.com,Slack.com and OfficeVibe.com, among other services, to his firm to improve communication amongst staff.

Honorable Mention – a tie

    • Kathy Ryan of RoseRyan, Newark, Calif. Kathy helped develop her firm’s own in-house application, the RoseRyan Dream Team System, to automate time tracking, recruiting, revenue forecasting and more.
    • Dixie McCurley of Trusted CFO Solutions, Atlanta. Dixie helps lead CPA.com workshops on client accounting services in the cloud, but also walks the walk with her firm, developing customized accounting models for clients that deliver powerful data analytics for business decision-making.

    For more on the 2016 Innovative Practitioners Award, head to CPA.com’s site here.

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