Resources

PTO

Personal Time Off – Better Tracking Leads to Cost Savings

HR Professionals have found that companies lose two to four days per year per employee to unauthorized time off. Better tools for capturing and monitoring time off requests and events can help companies prevent financial loss and project delays.

Download Now Utilization

Are You Using Actual Available Business Hours When Calculating Utilization?

Firms often use a fixed denominator when calculating utilization. This methodology can cause a firm to use an incorrect utilization metric when evaluating firm results.

Download Now Value Pricing

Pitfalls of Value Pricing – What you need to consider before you leap

Recent papers in the Journal of Accountancy have advocated that firms ‘ditch the billable hour’ and move to a value pricing methodology. This paper identifies several areas firms should explore and understand before making the change.

Download Now Workflow

Making Workflow Work for You

Workflow with integrated scheduling and time tracking can help your firm improve your due date management, expand your knowledge base for your next planning cycle and enhance client service.

Download Now Workflow

How Firms Can Optimize Staff Productivity During Tax Season

Workflow scheduling optimization technology tracks and evaluates the myriad inputs that would overwhelm manual scheduling and generates the best scheduling options for completing tax returns on time.

Download Now
PTO

Personal Time Off-Better Tracking Leads to Cost Savings

HR Professionals have found that companies lose two to four days per year per employee to unauthorized time off. Better tools for capturing and monitoring time off requests and events can help companies prevent financial loss and project delays.

Download Now
Utilization

Are You Using Actual Available Business Hours When Calculating Utilization?

Firms often use a fixed denominator when calculating utilization. This methodology can cause a firm to use an incorrect utilization metric when evaluating firm results.

Download Now
Value Pricing

Pitfalls of Value Pricing - What you need to consider before you leap

Recent papers in the Journal of Accountancy have advocated that firms ‘ditch the billable hour’ and move to a value pricing methodology. This paper identifies several areas firms should explore and understand before making the change.

Download Now
Workflow

Making Workflow Work for You

Workflow with integrated scheduling and time tracking can help your firm improve your due date management, expand your knowledge base for your next planning cycle and enhance client service.

Download Now Workflow

How Firms Can Optimize Staff Productivity During Tax Season

Workflow scheduling optimization technology tracks and evaluates the myriad inputs that would overwhelm manual scheduling and generates the best scheduling options for completing tax returns on time.

Download Now

Videos (4)

How to Submit PTO (Personal Time Off) Requests in WSG's Empire SUITE

This video tutorial will demonstrate how to enter personal time off requests using Empire TIME OFF.

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How to Create A Project Workflow in WSG's Empire SUITE

This video tutorial will demonstrate how to create, edit, and attach a workflow to a project in WSG's Empire SUITE.

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How to Schedule Resources using WSG's Empire SUITE

This video tutorial will demonstrate how to schedule work assignments in Empire RESOURCE.

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How to Use Empire TIME

This video tutorial will demonstrate how to use the time entry features in Empire TIME.

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PTO

How to Submit PTO (Paid Time Off) Request in WSG's Empire SUITE

This video tutorial will demonstrate how to enter a request for paid personal time off directly from the Empire SUITE home page.

Watch Now

Workflow

How to Create A Project Workflow in WSG's Empire SUITE

This video tutorial will demonstrate how to create, edit, and attach a workflow to a project in WSG's Empire SUITE.

Watch Now

Resources Scheduling

How to Schedule Resources Online using Wsg's Empire SUITE

This video tutorial will demonstrate how to schedule work assignments in the Resource menu.

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Entering Time

How to Use Empire TIME

This video tutorial will demonstrate how to use the TIME features in Empire SUITE.

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Upcoming Events (3)

Jun 5–8

AICPA Practitioners Symposium and Tech+ Conference, Las Vegas

This conference showcases technology used by AICPA practitioners. Core discussion topics include: cloud migration, management techniques, marketing and sales, and HR planning with the accounting work environment. Attendees have the opportunity to earn CPE credits by attending.

More Info Jun 27-30

The CPA Firm Management Association, Baltimore, MD

This conference focuses on various methods for CPA firm management. Core discussion topics include: business communication, firm leadership, and technological impact on M&A. Attendees have the opportunity to earn CPE credits by attending.

More Info Jun 23-26

CCH User Conference Washington, D.C.

This conference focuses on CCH product users and their various tax technology needs. Core discussion topics include: Wolters Kluwer product specialist opinions and reviews, accounting and audit issues, emerging leadership, and CCH Axcess products. Attendees have the opportunity to earn CPE credits by attending.

More Info

Past Events (7)

2016

Feb 17-19

CCH Wolters Kluwer DRIVE internal Sales Meeting, New Orleans

This conference focuses on SMB firm management with a focus sales strategies and business tactics.

More Info

2015

Oct 26-28

CCH Users Conference, Vegas

This conferences focuses on support for CCH product users.

More Info Jun 10-12

New Jersey State CPA Conference, Atlantic City

This conference focuses on CPAs in the state of New Jersey.

More Info Jun 8-10

AAA National Practice and AICPA Conference, Orlando

This conference focuses on AAA and AICPA members and their practice management tools.

More Info Jun 1-2

LAX Flagg Management Accounting Conference, Los Angeles

This conference focuses on managing accounting technology and is run by Flagg Management group.

More Info Mar 9-11

General Audit Management Conference, Vegas

This conference focuses on general audit management practices.

More Info Mar 4-6

CCH Wolters Kluwer Internal Sales Meeting, Orlando

This conference focuses on SMB firm management with a focus sales strategies and business tactics.

More Info
News

How Improving Your Firm's PTO Management Can Save Time and Money

Feb 9, 2016 - Workflow scheduling optimization technology tracks and evaluates PTO data and generates the best scheduling options for completing tax returns on time.

News

How Firms Can Optimize Staff Productivity During Tax Season

Jan 20, 2016 - Optimization techniques on tax return and client data metrics are reviewed.

Read More News

Is PTO costing you too dearly?

Oct 27, 2015 - Centralized tracking PTO tools will curb cost risks and ensure policy compliance and smooth operations across the firm. New options discussed include: customized PTO types, manager notification, and year-to-year transfers.

Read More News

How Your Practice Should Measure Utilization

Sep 3, 2015 - Firms often under or over value utilization metrics simply by incorrectly assuming the number of hours in each month or year, but it doesn’t have to be this way. Utilization techniques and metrics are discussed for better financial reporting and accuracy.

News

What to Consider Before Taking the Value Pricing Plunge

Oct 7, 2015 - Many accounting industry influencers have advocated switching from the traditional billable hours method to value pricing, but one strategy rarely fits all situations or firms. Firm/project value pricing strategies are discussed in conjunction with client variability, received value, and overall project cost.