Discover the power and purpose in belonging to the largest network of CPAs, accountants, and financial professionals in the Sunshine State. Learn More →
Discover the power and purpose in belonging to the largest network of CPAs, accountants, and financial professionals in the Sunshine State. Learn More →
From courses to conferences to CPE credits, we have everything you need to stay current and relevant in today’s ever-changing marketplace. Learn More →
From courses to conferences to CPE credits, we have everything you need to stay current and relevant in today’s ever-changing marketplace. Learn More →
Our advocacy efforts on the State and national level are as wide-reaching as they are effective—and your involvement is critical to our success. Learn More →
Our advocacy efforts on the State and national level are as wide-reaching as they are effective—and your involvement is critical to our success. Learn More →
No CPA is an island. From chapter events to major conferences, from special focus groups to networking opportunities, we can help you stay connected. Learn More →
No CPA is an island. From chapter events to major conferences, from special focus groups to networking opportunities, we can help you stay connected. Learn More →
From up-to-date news to timeless reference, from engaging conversations to nuts and bolts, you can find the answers to your questions here. Learn More →
From up-to-date news to timeless reference, from engaging conversations to nuts and bolts, you can find the answers to your questions here. Learn More →
Case Study: How One Firm Streamlined their Request List Process
When one leading national accounting and tax firm continued to grow, they began their search for additional support. Their challenge was in knowing that the most time consuming tasks are often very difficult to automate - such as PBC lists.
Also known as Provided by Client (PBC) lists, a PBC is a request of information and supporting documents that will be needed to complete your audit engagement. With every client and engagement having their own nuances, managing the PBC request list can require a large portion of a firm’s time.
If your firm is seeking for ways to manage client lists outside of Excel spreadsheets and email, then download this free case study now.