tech and fintech

boost efficiency with tech stacks

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screwdriver and wrenchbonus: you’ll be better connected.

by jody grunden
building the virtual cfo firm in the cloud

i believe it’s important for accounting firms to standardize their technology “stack.” having a standardized tech stack of applications helps to automate every corner of your workflow.

more: use bots to your advantage | get ready to launch virtual cfo services | riches in niches | marketing is about thought leadership | how to audit 401(k)s
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the applications you use should be seen as an extension of your business. your onboarding process will be more effective if your team doesn’t have to learn a new set of tools every time a new client comes on board.
while we will, of course, work within whatever programs new clients are using, developing consistency internally as much as possible is key.

at summit cpa group, we have three primary technology stacks:

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use bots to your advantage

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how one firm stepped into automation and the future of accounting.

by jody grunden
building the virtual cfo firm in the cloud

there’s no doubt that advancements in technology are changing the world, and the accounting industry is no exception. technology is making us more productive, more efficient and more connected.

more: get ready to launch virtual cfo services | the only 3 metrics you need | how we sell audits online | 3 steps to better client communication in a crisis | four key financial metrics for growing any business | transferring clients to a new employee | why process is key to remote work
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on the flip side, it’s also taking over some of our jobs. this is a reality in the accounting industry that we cannot ignore. technology is driving major changes for the future of the accounting world. we need to be aware of what’s happening and take strategic steps to advance along with these changes. otherwise, we are going to be left in the dust.
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the more monitors, the better

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computer monitorsstart thinking in terms of screen capacity.

by roman h. kepczyk
quantum of paperless: technology guide & checklist

the best place to start the discussion on hardware is with monitors, as it is the easiest place to see an immediate return on your it investment. your monitors are your windows into all digitally stored information and are the foundation for improving every aspect of firm production.

more: it deserves a strategic plan and budget | why you need an independent security review | cutting your quickbooks costs | reclaim time with remote deposit | why daily t/e entry should be required | why your firm needs procedure manuals
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transitioning tax production processes from physical to digital requires that all input screens and source documents be simultaneously viewable in a convenient format, which today means more screen real estate per workstation.
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what clients want from tech advisors

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the top ten ‘soft’ factors small business owners are looking for before they buy.

by laurie mccabe
smb group

the best small- and medium-size business know that strong financial planning is essential for survival and growth – especially these days when they’re looking for ways to automate financials, streamline planning and budgeting operations, and provide the visibility they need to steer their businesses through changing market conditions.

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the good news for accounting firms is that smbs are increasingly turning to cloud-based financial solutions that can give them robust capabilities without the hassles of deploying and managing hardware, software, and infrastructure in house. cloud solutions provide continual access to real-time, consistent information, frequent updates, and continuous innovation. while erp cloud adoption has trailed in other areas, it’s poised to catch up quickly as businesses get more comfortable with the cloud model.

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