why digital communications matter

voicemail word cloud… but don’t forget security.

by roman h. kepczyk
quantum of paperless: technology guide & checklist

we’ve said that firms should strive to capture all data in a digital format at its “root” source. this goes for services such as the firm’s fax and voice mail systems as well.

more: the case for wireless broadband access | internet bandwidth: how much is enough? | the right tech tools for covid work-from-home | maximize your office 365 roi | why you need windows 10 with automatic updates | it’s 10 p.m. do you know where your backups are? | how the cloud impacts server replacement | laptops vs. desktops | the best scanners to buy today | capturing documents at the source | the more monitors, the better
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traditional inbound faxes are usually printed from a fax machine and then hand-delivered to the recipient’s desk. in some cases, this fax image is actually rescanned and emailed to the recipient. while this is a step toward digital delivery, today’s digital fax systems deliver a digital image to the recipient via email, so they can access them within their email.
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the myth of multitasking

more activity doesn’t mean better productivity.

by steven e. sacks
the new fundamentals

how many people believe they thrive on doing at least two things at a time and believe that they are achieving optimal results? when you are on the phone, do you ever hear the clack, clack, clack of the keyboard in the background of the other party? or if you are in the middle of a conversation do you sense that the other party has to put you on hold because there was someone who may have entered his or her office? or, finally, you use a hands-free device for your conference call, do you put it on mute and then conduct in-person conversations in your office, or go through your email?

more: building teamwork under covid pressure | how can change management really produce change? | trust: one building block of success | make your presentations memorable | exchanging knowledge has no downside | political correctness or just common courtesy?
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what happens? you lose the essence of the conference call; you may have been given an assignment you missed or you did not respond to questions that were directed toward you. what does this tell the host of the call or the other participants? not only are you rude, but you may be the person who will throw a wrench into the spokes of an initiative that everyone is invested in.
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30 best marketing practices

illustration of marketing strategy
marketing concept with financial graph and chart

don’t let the 80% derail the 20%.

by marc rosenberg
the rosenberg practice management library

these best marketing practices are listed in a general order of effectiveness. however, every firm is unique. what works best for one firm may not work as well for others.

more: entitled rainmakers and other practice development errors | 13 ways to make the most of your website | how incentives for business development should work | marketing plans and why you need one | working business development into your day
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  1. have a vision for growth because it dictates the scope of your marketing activities. a marketing plan calling for 10 percent growth will need to be much more intense and aggressive than a plan for a firm content with 3 percent growth.

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why management is the #1 key to the firm’s success

do you want to get by, or be the best possible?

by marc rosenberg
the role of the managing partner

there are three critically important words in the title of this post:

  • management
  • #1 key
  • success

more: herding cats: advice for managing partners
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this post drills down on each of these words to help drive home our central theme: why management is the single most important factor in a cpa firm’s success. it matters even more than bringing in business, more than having great clients and staff, more than doing quality work.
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building teamwork under covid pressure

handshake at an office meetingthe pandemic only highlights problems that existed before the office buildings were bolted shut.

by steven e. sacks
the new fundamentals

with the covid outbreak, businesses of all types have had their teams work remotely while trying to ensure that the team structure was secure.

more: how can change management really produce change? | managing information overload | 6 types of non-listeners | listening: how a conversation works | exchanging knowledge has no downside | political correctness or just common courtesy? | syncing up for the covid era
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how to communicate with and ensure trust with each team member has presented challenges – some having to do with issues that normally occur even in an in-person setting, in pre-pandemic times.

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