survey: xcm tops workflow choices
11.6% not considering any options at all.
accounting firm operations and technology survey
11.6% not considering any options at all.
accounting firm operations and technology survey

including a 6-point strategic plan.
by 卡塔尔世界杯常规比赛时间 research
chuck rettig has been commissioner of the internal revenue service for just over a year, but he has behind him 36 years of experience as a tax professional.
more: should the irs go down in history? | 5 easy ways that congress could fix tax collection | 4 ways to fix irs collections | 3 ways to improve irs levies | how the irs abuses ‘math errors’ | taxpayers deserve better receipts | troubles with irs private debt collection | what difference does one word make?
exclusively for pro members. log in here or 2022世界杯足球排名 today.
that experience includes the experience of trying to get answers out of the irs, waiting on hold, struggling to make sense of tens of thousands of pages of tax rules and rulings, and dealing with mid-season pronouncements. he knows how it is.
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it should be a quick read, similar to a financial statement.
by roman h. kepczyk
quantum of paperless
most firms have a line partner or firm administrator overseeing the firm’s information technology department.
more: why you need an independent security review | ‘learning culture’ requires standardized processes | how to transfer files securely | going digital with a/p processing | avoid over-auditing with ‘document containers’
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these personnel may have an interest in information technology, but their primary responsibility often lies in other production areas. they need a way to efficiently oversee the firm’s it initiatives and report to management.
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this was time that could have been spent working on the business.
by ed mendlowitz
call me before you do anything: the art of accounting
i was recently in manhattan during lunchtime and thought i would drop in at a cpa firm i did some consulting for to see if anyone was available to have a quick lunch with me.
more: why you’re only as good as your staff | staff may surprise you with leadership | problem clients | when pushing the pencil pays off | when to say no to pro bono work | i used to hate quickbooks | things change | how to be ’the other guy’s accountant’
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it was around 12:45. if no one available, no harm done. i showed up (that counts as a “client contact”), would see a few people and then would only be there 10 or so minutes.
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what it takes to prosper.
by august j. aquila
the last of the baby boomers are retiring in large numbers this year. they had a long run at managing firms, but their time is now up.
more: 6 action steps for a smooth retirement transition | 7 succession planning best practices | grissom and aquila on partner performance evaluations | gross profit in a professional services firm: opening a dialogue | checklist: 18 essential steps to effective billing
exclusively for pro members. log in here or 2022世界杯足球排名 today.
i’m still seeing a lot of them trying to hold on and control things well into their 70s. i advise them to transfer equity while they are on the top of their game and not when they and the firm are declining. while many take this advice, those who don’t aren’t sure what they will do once they retire. i usually work out a retirement game plan for them.
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