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‘going cloud’ requires more, not less, cybersecurity

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portrait of william murphy sr.
murphy

it’s a team approach, not a handoff.

by william murphy
accounting firm operations and technology survey

it seems that everyone is “going cloud,” or soon will be. if you are not already in the cloud, chances are you are working your way toward getting there, or you are at least thinking about it.

one reason you are thinking about abandoning those servers in your back office is to avoid the possibility of cyberattack and the loss of your data, or a “holdup for your data” in the form of ransomware. you think that moving to the cloud is going to give you the ultimate in cybersecurity when it comes to protecting your data and the confidential information within it. you had better think again!
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maximize your role as visionary

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woman ladder binoculars city view outlook vision success climb adobestock_57204649.jpegdo the things that only you can do.

by frank stitely
the relentless cpa

your final role as ceo is visionary. this differs from your role as strategist, as the visionary role deals with the long-term future of your firm.

more: how to be the chief communicator | the tax practice traffic cop | the land mines in tax returns | how to teach reviewing and time management | how to coach your staff | give your people the resources they need | 4 steps to take before next tax season
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this is the fun part, if you really relish your role as ceo. consider your firm a blank canvas on which you can experiment endlessly.
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how an out-of-work tax preparer ‘saved’ our lives

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portrait of a cheerful businessman smiling at the cameraalways be ready to help others.

by ed mendlowitz
call me before you do anything: the art of accounting

a number of years ago we purchased a practice in late february to get the business clients. however, we had to agree to service the individual tax clients, of whom there were about 180, with each paying a very low fee. the seller did not want to hang up his longtime clients.

more: getting by giving back | how to be ’the other guy’s accountant’ | why we ‘kill’ to get partnership returns out quickly | my first thought is to never turn down business | the background to saving a business
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we had just moved the files into our office and were really concerned about how we could get the returns done without totally straining our system when lenny called asking if we had any per-diem tax season work for him.
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how to be the chief communicator

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man on the phone in officeif you follow this plan, you’ll have the time and reap the benefits.

by frank stitely
the relentless cpa

your role as chief communicator is closely related to your traffic cop role. in the traffic cop role, we covered prodding clients to keep projects moving along, but there is more to client communications than just moving projects along to completion.

more: the tax practice traffic cop | the land mines in tax returns | how to teach reviewing and time management | how to coach your staff | give your people the resources they need | 4 steps to take before next tax season | how to create good managers | 4 tips for managing advanced preparers | 3 tips for handling rookie tax preparers | how to hire and manage great admin staff | the right way to assign staff projects
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

how many times per day do clients contact you to ask such pressing questions as, “are my dog’s vet bills deductible medical expenses?” the answer is yes, if your vet holds dual dvm and md degrees and your dog is classified as a dependent on your tax return. see irs code section 999, subsection c, paragraph 666.
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