survey: referrals still top channel for new clients
trend watch: referrals remain the primary source of new clients.
surveys & research
survey: fewer but larger monitors in use
trend watch: fewer rather than more monitors is the trend, likely caused by the adoption of larger screen sizes.
survey: ‘presence’ not a priority for cpa firms
trend watch: indicators show no significant change in real-time availability.
survey: security, updates top tech annoyances
trend watch: security awareness increased notably and change management continues to be an issue.
survey: tax in the cloud gaining favor
trend watch: firms are more amenable to get tax in the cloud. q: how likely are you to implement a web-hosted / cloud-based / software-as-a-service version of one or more of your firm’s tax and accounting applications over the … continued
don’t be cheap or lazy with client communications
by hank berkowitz
wealth management
as the old saying goes, “you only get one chance to make a first impression.” by the same token, you only get one chance to leave a lasting impression. at a time when four out of five high-net-worth individuals are considering leaving their advisors at any given time, can you afford to take a chance with your hard-won clients?
more: the most effective channels for advisors, personal financial planning, client service opportunities, growth & marketing
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survey: tablet use remains low
trend watch: limited work is done on tablets/ipads. q: please estimate what percentage of your accountants and staff use tablets/ipads to complete work-related tasks. more accounting firm operations and technology survey: remote access use sliding down | cloud … continued
survey: remote access use sliding down
trend watch: remote access is trending down with exception of a tethered smartphone. q: what does your firm use for wireless access outside of the office? other answers: • clients’ internet • clients’ internet or wifi at … continued
survey: staffing and succession still rocking firms
is your admin staff ready to support all your changes?
by jennifer wilson
the rosenberg map survey: annual national study of cpa firm statistics
survey: cloud usage still spotty
trend watch: the adoption of cloud services is selective. q: does your firm use any service that could be defined as “cloud” computing – i.e. hosted software/server or hosted communications? (select all that apply.) other answers: • appriver … continued
survey: email hosting done outside office
trend watch: outsourcing an exchange server is more common. q: does your firm utilize an exchange server internally or is your email hosted outside of the office? more accounting firm operations and technology survey: mergers on … continued
technology evolving faster than accounting firms
digital workflow use rising, but remote access remains a struggle.
by roman kepczyk
rosenberg map survey
as an outsourced technology partner to cpa firms, i primarily deal with it strategy and applications that improve accounting firm production.
more from the map survey: will staffing challenges change the definition of partner? | be a consultant or be left behind | survey: many firms in transition | technology playing center stage in cpa profession
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the 2016 cpa firm management association it survey* pointed out that a surprising 23 percent of responding firms had transitioned to an outsourced cloud architecture. this trend points to internal it personnel being disintermediated as they have been unable to keep up with today’s required skill set for improving firm processes as well as technical skill needed to optimizing remote access, security and disaster recovery for the firm, which firms seem to struggle with constantly.
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survey: mergers on the mind
trend watch: firms continue to look at acquiring other firms. q: have you considered expansion via merger or acquisition? source: accounting firm operations and technology survey more accounting firm operations and technology survey: hidden risks in document retention practices … continued