survey: 48% considering acquiring another firm
trend watch: there is a slight increase in doing acquisitions.
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portals, encryption vital to securing client documents
passwords? not enough; those can be removed.
by roman h. kepczyk
quantum of paperless
when dealing with digital files, the most effective way to transfer them is electronically over the internet, either with secured email or through a portal.
more: survey: cch tops audit solutions | make your accounts payable digital | survey: 62% of field auditors use multiple monitors | enter t&e daily | survey: firms divided on esignatures | firms need ‘best practices’ manuals | telling clients: go digital, or just go
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many firms have emailed clients copies of tax returns and financial statements over the years. unfortunately, this is not always the most secure method as the firm does not have control of the various internet service providers and the relay servers between the firm’s email server and the client’s email account.
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no consultant can solve your biggest problem
the tough love only you can apply to your practice.
by frank stitely
the relentless cpa
i know … you became a cpa because that sounded like an adult job that would give you the financial resources to buy that lamborghini and winter in the south of france. have that lamborghini yet? me neither. clearly, people lied to us – #fakecareers. i’m not really into $2,000 oil changes anyway.
more: the agile accountant | the 21st-century cpa firm | the great marketing hoax | the cure for commoditization | ruthlessly efficient workflow management | what the value-pricers get wrong | four amusing millennial myths | the annual tax meeting is dead. clients killed it. | 3 rules for asking great tax-return questions
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so, let’s shift the focus from you to your firm. what will your firm be when it grows up? what do you want it to be? how do you transform your firm to make it the best it can be?
2019: shifts in hiring & office space
also: firms rethink retirement age.
by allan koltin
the rosenberg survey
the issue of capitalization has definitely come to the forefront. with all of the changes taking place in the profession, trends ranging from technology (artificial intelligence) to new products and services, it is apparent that firms will need to make significant investments if they want to remain competitive.
more from the map survey: efficiency can help prevent slowdowns | staff policies improve, but not mentoring
this dynamic brings in new issues of overall firm profitability, as well as the potential compression of current partner earnings. it is a classic case of the investment in innovation vs. the wants and needs of partners in terms of compensation.
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30 things dumb firms do
top consultants list the stupid stuff.
by rick telberg
the rosenberg survey
in the wealth of information in the 2018 rosenberg survey, the leading national compendium of financial and operating statistics for cpa firms, a host of consultants points out some of the things they see cpa firms doing right and wrong.
also: 29 things smart firms do
here are some of the wrongs. read more →