survey: the risks of subscription-based software

businessman working on laptop with binary code in the backgroundplus 7 key findings on saas, remote access and more.

by randolph p. johnston, leslie garrett and brian f. tankersley
the accounting firm operations and technology survey

while subscription-based software has significant advantages, it also has some significant risks that need to be considered, including contingency planning, data backup, and data extraction and export when ending the relationship.

more from the survey: ins and outs of email, document storage | cloud software improves financial reporting | accountants quit trying to manage it themselves | how top tech vendors are failing cpas in the cloud | master change, master the future
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

firms should have a clear plan for how they will operate if the cloud service is down for a day or more, including having enough data offline to permit manual preparation of payroll, invoices and other time-sensitive transactions.
read more →

survey: new leaders promoting positive changes

three happy businesspeople looking at laptoppeople issues still among top challenges.

by sam allred, upstream academy
the rosenberg map survey

2015 was another good year for the profession.

more from the survey: cybersecurity grows in importance | mergers spur growth | accounting profession demands swift change | don’t just win work, figure out why | talent wars, m&a frenzy continue | next-gen leaders getting restless | mergers keep racing forward  | do you have a firm or a co-op? | accountability, equity, compensation are concerns | map survey top 10 findings | cpa firm revenues rise a hefty 8%
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

most firms across north america performed well and were pleased with their results. most firms saw good organic growth – largely coming in non-traditional areas. more and more firms are investing significantly in growing their consulting practices – look for this to be a continuing trend.
read more →

presidential post-election survey: why accountants voted the way they did

z_-election-chart-trump-v-clinton-concerns-v2how accountants voted and why.

by rick telberg
卡塔尔世界杯常规比赛时间 research

the 卡塔尔世界杯常规比赛时间 post-election survey shows accountants split by different issues. trump accountants tend to be most concerned about terrorism while clinton accountants are more focused on global warming.

more survey results:  accountants assess business outlook following presidential election

part of the spread might be explained by gender. just as the accounting profession tends to be owned and operated by more men than women, 67.7 percent of 卡塔尔世界杯常规比赛时间 respondents were men – and roughly the same ratio of votes for trump over clinton. the demographics of the tax and accounting profession’s practice owners and leaders — the core of the 卡塔尔世界杯常规比赛时间 community — tend to match voting patterns beyond the profession. in that, accountants vote more like, well, voters, than accountants.

read more →

survey: cybersecurity grows in importance

technology security with internet digital signature as artmake sure word filters throughout the firm, not just in it.

by roman kepczyk
the rosenberg map survey

in 2015, from a technology perspective, we saw traditional firms becoming increasingly comfortable with adoption of cloud-based technologies, many by first outsourcing their outlook with hosted microsoft exchange, which proved that the cost and expanded capabilities were better than what firms could do themselves.

more from the survey: mergers spur growth | accounting profession demands swift change | don’t just win work, figure out why | talent wars, m&a frenzy continue | next-gen leaders getting restless | mergers keep racing forward  | do you have a firm or a co-op? | accountability, equity, compensation are concerns | map survey top 10 findings | cpa firm revenues rise a hefty 8%
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the growing desire to have anytime, anywhere access to all the firm’s applications and data further promoted the adoption of private cloud and vendor-hosted solutions, so remote access capability could be firmwide.
read more →

survey: ins and outs of email, document storage

businessman touching virtual buttons in server roomjudicial rules are another consideration.

key findings

  • thirty-eight percent archive email by storing it locally or on the pc or a local server.
  • forty-four percent have no document retention policy for purging digital files.

by randolph p. johnston, leslie garrett and brian f. tankersley
the accounting firm operations and technology survey

there are practical solutions for email archiving and document retention policies available to firms of all sizes.

more from the survey: windows 7 and windows server 2012 | accountants quit trying to manage it themselves |workflow management concerns many firms | accounting firms add new service lines | how top tech vendors are failing cpas in the cloud | master change, master the future | why every cpa firm is a tech company at heart
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we know that 56 percent of firms have email hosted outside the office. while all firms have the option to either run a solution in-house or to have a third party handle this obligation, the firms who use hosted email could also utilize add-in services for this task.
read more →

survey: mergers spur growth

five businesspeople shaking hands under office skylightleadership, succession planning remain challenges.

by august aquila
the rosenberg map survey

the majority of my clients had a very good year in 2015.

more from the survey: don’t just win work, figure out why | talent wars, m&a frenzy continue | next-gen leaders getting restless | mergers keep racing forward  | do you have a firm or a co-op? | accountability, equity, compensation are concerns | map survey top 10 findings | cpa firm revenues rise a hefty 8%
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

there were two primary reasons for their growth. first, many did more mergers than the year before, and second, they were acquiring more business advisory firms. one client told me that “they had enough accounting work and didn’t want any more, but would certainly be interested in acquiring a consulting firm.”
read more →

survey: accounting profession demands swift change

two businessmen talking across a desknew employees want to see their career paths mapped out.

by rita keller
the rosenberg map survey

many firms continued to struggle with workflow issues. smaller firms have not invested in software tools that can greatly enhance productivity.

more from the survey: talent wars, m&a frenzy continue | next-gen leaders getting restless | mergers keep racing forward  | do you have a firm or a co-op? | accountability, equity, compensation are concerns | map survey top 10 findings | cpa firm revenues rise a hefty 8%
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when it comes to various software solutions, the constant chant by many practitioners in small to mid-size firms is that “it’s too expensive.” many firms have not budgeted nearly enough money for technology.
read more →

survey: don’t just win work, figure out why

five businesspeople in office with thumbs upboomer retirements are creating gaps.

by angie grissom
the rosenberg map survey

the need for firms to offer more advisory services is growing, and clients are expecting more support from their accountants.

more from the survey: talent wars, m&a frenzy continue | next-gen leaders getting restless | mergers keep racing forward  | do you have a firm or a co-op? | accountability, equity, compensation are concerns | map survey top 10 findings | cpa firm revenues rise a hefty 8%
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

many firms are increasing the amount of consulting offerings and billings. a number of firms, however, are continuing to struggle with how to play more of an advisory role with clients, which requires a paradigm shift in many ways. this is necessary because firms are struggling with how to differentiate themselves from their competitors with respect to traditional services, and are competing on price.
read more →

survey: the new software scramble

server rack floating on a cloudfirms switching programs more often than ever. but is that a good thing?

sample finding: the number of firms subscribing to office 365 is increasing 20% a year.

by randolph p. johnston and leslie garrett
the accounting firm operations and technology survey

we are seeing a high level of dissatisfaction among most firms with their software, and more firms have been changing software in the last three years than all of the switching we have seen in the previous three decades combined.

more from the survey: operating system updates cause headaches | accounting firms add new service lines | why every cpa firm is a tech company at heart
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we are concerned that many firms are signing long-term contracts for desktop solutions at the same time that some software is migrating to being hosted online.
read more →

survey says: centralize contact administration

woman looking at paperwork at computermake sure the current information is available where people look for it.

by roman h. kepczyk
quantum of paperless

many firms today maintain contact information within multiple applications such as practice management, outlook, tax systems and other marketing and crm (customer relationship management) programs.

more on tech spending: standardize quickbooks support (and bring your clients) | turn to portal encryption | deliver reports digitally (even in-house) | tech trends for auditors | front-end scanning hits the mainstream | don’t just store documents, manage them | which wireless depends on location | stay on top of software updates
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

too often, a significant amount of time is wasted in firms pulling contact information together, reconciling and verifying lists for mailings, invitations, and even organizers. it is critical that firms centralize the updating of contact information for consistency.

“91 percent of firms have a centralized contact management list; 67 percent of firms maintained this list in their practice management application.” – cpafma 2015 survey

for example, tax personnel, who are often the first to be made aware of a change, may make the change within their tax program and not pass the change to others. all changes, from every source, need to be sent to administration where one person can update all databases for consistency.  many firms utilize a client contact form on their intranet that can be routed to the administrative department via email.  this person is then trained to update all applications.
read more →

survey findings: talent wars, m&a frenzy continue

man and two women talking in officeplus a suggestion for renaming the mp.

by gary adamson
the rosenberg map survey

organic growth continued to be slow and nowhere near pre-recession levels. in fact, this survey and others showed a lower 2015 growth rate than 2014.

more from the survey: next-gen leaders getting restless | mergers keep racing forward  | do you have a firm or a co-op? | accountability, equity, compensation are concerns | map survey top 10 findings | cpa firm revenues rise a hefty 8%
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the talent wars are back with a vengeance and firms are generally not finding success in hiring their way out of long-standing succession issues.
read more →

survey: four computer hardware issues to master

technology eye digital plus 11 related key findings.

91 percent now work with two or more monitors

by randolph p. johnston and leslie garrett
the accounting firm operations and technology survey

while many people believe that computer hardware is a commodity, the quality of the hardware and the way you deploy the devices can make a significant difference in how well your firm works.

we will discuss here four issues associated with computer hardware: replacement cycles, the brand of the pc you purchase, monitor trends and scanner software.

read more →

survey results: most accountants see better business outlook following presidential election

election_ballot_box_map_circtrump voters more positive. clinton voters, not so much.

the accountants’ business outlook
join the survey. get the answers

by rick telberg
卡塔尔世界杯常规比赛时间 research

tax and accounting professionals appear to be breathing a sigh of relief following the u.s. presidential election, with most saying their confidence in the business outlook for their firms and their clients has been strengthened, according to a new 卡塔尔世界杯常规比赛时间 survey of more than 700 accountants.

but their economic mood also seems to depend on their political mood.

more than 80 percent of the accountants who voted for republican donald trump feel “more confident” about the business outlook for their firms and their clients. less than 5 percent of democrat hillary clinton voters agree. instead, more than 60% of clinton voters feel “less confident.”

nearly a third of hillary backers—31 percent—are optimistic enough to foresee no change in the business outlook. only 14 percent of trump people were pessimistic enough to expect no change.

read more →