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using databases for document management

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businessman touching virtual buttons in server roommany have integrated portals for transferring files to clients.

by roman h. kepczyk
quantum of paperless

the network drive in most firms is not very well organized and requires the most cleanup. this happens because it is usually managed with microsoft windows explorer, which allows almost anyone to create or access a file anywhere on the drive.

more: survey: 60% of firms employ remote access tools | capture firm knowledge on an intranet | survey: how many firms back up data to the internet? | the new risks in cloud efficiencies | survey: how many firms use unified messaging? | be careful with microsoft office upgrades | survey: have you dumped manual invoices yet?
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unfortunately, there is seldom a firm standard that is adhered to, allowing users to create files with any naming convention they want and store it anywhere they choose. the result can be files that are hard to find and slow to search across the network.
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what lee iacocca’s life teaches accountants

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woman on city train using tabletsummer reading: 14 proven leaders can teach us a lot.

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

lee iacocca passed away july 2 at age 94. he was a brilliant business and civic leader and a cultural icon who was even considered for president.

more: growing with a client | my first thought is to never turn down business | secret success formula: e=fs4uh | high cpa fees should be a client’s goal | how hidden bias taints results | when to keep some plans to yourself | when writeups went extinct | kennedy’s acceptance speech
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i never met him but read his autobiography and besides enjoying it i took away a management technique i am sharing with you here.
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building competency on every level

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diagram
work is passed down to the next level once the saturation point has been reached.

including 3 key initiatives in most strategic plans.

by bill reeb

let’s discuss how firms need to alter their thinking as to what best practices might look like near term to better position themselves for the future that is almost here now.

more: change happens: how to master it.
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

first of all, which i have covered numerous times before, we have to truly address from a workload perspective the prevalence of the upside-down pyramid™ in firms.
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4 ways to fix irs collections

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home foreclosure? put on the brakes.

by 卡塔尔世界杯常规比赛时间 research

tax assessment and collection – this is the juncture where taxpayers really get to know their favorite federal agency … or, if not favorite, the only one that touches virtually every working american.

more: 3 ways to improve irs levies | how the irs abuses ‘math errors’
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it can be a heavy touch to a tender area, the one in the vicinity of the wallet. so it’s a touch that can always use improvement.

fortunately for taxpayers, the tax advocacy service  suggests 16 ways congress could make the assessment and collection touch a touch softer.
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smart tech tips from top cpa firms

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laughing businesswoman talking on the phone in office in front of four monitors5 key questions, including what to tell recruits.

by marc rosenberg
the rosenberg practice management library

i have a keen interest and understanding of how managing partners perform their jobs. their duties encompass a long list of critically important management functions. certainly, one of these is to ensure that technology has an optimal impact on the firm’s success, profitability and efficiency.

more: 15 amazing organizational tactics to manage a cpa firm | why governing by partner ownership is bound to fail | 6 ways to retain nextgen staff | how to develop a truly progressive nextgen culture | the top 5 concerns of great managing partners | partners: when to speak up and when to shut up
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this can be quite challenging because, unlike most mp duties, managing the technology function is a highly technical skill that most mps don’t have.
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