Templeton Solutions

Tired of working out of that infamous box in your tax partner’s office? Think there must be a better way to stay organized during busy season? There is – and it all begins with a customer relationship management system. For Isabella Lunsford, ... View Full Article

Your firm’s billers shouldn’t be spending their time doing paperwork. And if they are, you may want to take another look at their system. Go ahead, look. Most likely, if your firm isn’t using CRM, their process is spread out over multip ... View Full Article

So, your firm has made the big decision to invest and implement a customer relationship management system. Good for you. Now, it’s time to make sure the transition goes as smooth as possible. Communicate and educate. First things first, leadership ... View Full Article

Customer Relationship Management [CRM] systems tend to get a bad rap among CPA firms. Though progressive firms are starting to wake up to the benefits of investing in such a system to better manage their business development process, for many marketers i ... View Full Article

In today’s business world it is critical to have information when you need it, wherever you are.  QlikView’s business information software will not only help you transform your business while you are in the office but you can now have ac ... View Full Article

Running a successful business today is hard work. Business decisions need to be made quickly based on up-to-the-minute information.  Unfortunately, most companies have their pertinent information buried in an operational system instead of at their f ... View Full Article

By Steven Templeton, CPA, Managing PartnerThe days of a few CPA’s operating as a “firm” with partners essentially sharing the costs of office rent, a receptionist, and a coffee pot are quickly passing.  Clients want their CPA&rsquo ... View Full Article

Gartner states, in its just-released MQ for Business Intelligence Platforms research report, "The demand side of the BI platform market in 2010 was defined by an intensified struggle between business users' need for ease of use and flexibility on the one ... View Full Article

By: Steven Templeton, CPA, CVA, Managing Partner I entered the accounting profession more than 35 years ago.  While many things have changed over the years, one thing remains constant: CPA’s are the trusted advisor of choice for mid-market Ame ... View Full Article

Once upon a time, the fax machine was considered state of the art in Information Technology.  “IT strategy” meant adding a couple of phone lines.  And a CPA firm’s “IT consultant” was most likely the photocopier re ... View Full Article

During Microsoft’s xRM Cloud Acceleration Lab in Redmond, WA, Sanjay Jain, ISV Architect, got an opportunity to speak with Steven Templeton, Managing Partner, and Bruce Robertson, Vice President of Professional Services, from Templeton & Compan ... View Full Article

  Templeton & Company, a 50-person CPA firm headquartered in South Florida, implemented Microsoft Dynamics CRM in 2002.  Although the company has a subsidiary firm, Templeton Solutions, a Microsoft Dynamics Partner, the accounting practice ... View Full Article

Mention the initials “CSI” and many people think of a popular television show about crime scene investigators.  But an important new definition is emerging, and it’s worth taking note of.Customer Strategy and Interaction (CSI) is a ... View Full Article

Gain Real-time Business Insight through Business Intelligence Everyone has heard the business maxim: you cannot manage what you cannot measure. No one seems to be given original credit for this quote, but chances are there are many frustrated Chief Finan ... View Full Article

Over the last decade, "practice management" has become an industry unto itself.  Beyond the hundreds of private consultants and year-round seminars, we've seen a proliferation of task-specific software.  As a result, it's little wonder why many ... View Full Article

In this tough economy, every dime counts!  In an effort to control expenses, companies are turning more towards Requisition Management systems.  A requisition system provides organizations with increased control and visibility over the entire p ... View Full Article

  Experience Business Intelligence First-Hand on Thursday, February 11     Learning to do more with less is top priority of today's workforce.  Click here to register.  Templeton Solutions partnered with QlikTech, develope ... View Full Article

Organizations do not require process redesign from scratch, but rather, it is part of a continuous cycle.  Forward-thinking organizations grow and learn from past experiences and apply that knowledge to become more efficient and adaptive to their ch ... View Full Article

Most CPA firms have yet to establish a social media policy, as they are likely considering the best approach to bring social media into the marketing mix. Truth be told, there is no hard and fast rule on how companies should approach this. The accountin ... View Full Article

Templeton Solutions and the QlikView team have joined to show companies how to make sense of their information by turning actionable insight into an increase to the bottom line.  Register today to take advantage of this opportunity on Thu ... View Full Article

When speaking with a partner of a local law firm, he lamented about their database, "Just getting our holiday card list right requires a monumental effort!"  Many times sales leads in the database are kept long past their shelf life which means they ... View Full Article

In today's world of budget constraints, industry regulations and hyper-competitive markets, there is an ever growing demand for instant and accurate business intelligence (BI) to enable decision making at all levels in an organization. BI that is dynamic ... View Full Article

If you don't really know what CRM (Customer Relationship Management) stands for or what it does exactly, don't worry because you're not alone. In fact, take a look at this blog by high technology marketing expert John Ryan, Accountant's CRM Use Just Does ... View Full Article

  When it comes time to develop a social media policy, I think most CPA firms are in the dark. Should we have a black and white policy, be strict and restrict employee access to networking sites, such as LinkedIn and Facebook? Which sites should be ... View Full Article

  As a fellow marketer, I am engaged with many moving parts of the firm from overall strategic planning to the day-to-day execution needed to reach those goals.  Have you ever needed to start out from square one with outdated or incomplete dat ... View Full Article