tech and fintech

today’s three essential audit tools

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audit and compliance issueswithout them, you’re still in the stone age.

by roman h. kepczyk
quantum of paperless

the advent of today’s audit “document container” applications has transitioned every aspect of audit production into a digital format.

more: firms need ‘best practices’ manuals | telling clients: go digital, or just go | survey: 72% of firms annotate pdfs | survey: 67% turn client documents into pdfs | how 53% of firms use intranets to work smarter | check your bandwidth
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the key to successfully using these engagement applications is to make sure your personnel have the optimal equipment with them to work digitally. this includes: read more →

firms need ‘best practices’ manuals

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pixelated blue text "workflow" on binary code backgroundmake sure the scope covers the entire work flow.

by roman h. kepczyk
quantum of paperless

every firm has accountants who are 10 percent, 20 percent or even 50 percent more productive in their departments than other personnel because they have simply “figured it out.”

more: telling clients: go digital, or just go | optimize scanning procedures | how long do you need that file? | don’t underestimate document management | digital communications unify messaging | remote access requires planning | profession transitions from windows 7 to 10 | some firms dumping desktop computers
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unfortunately, when these people leave the firm, their unique knowledge of specific processes and shortcuts goes with them. it is the responsibility of firms to capture these individuals’ best practices so their specific knowledge can be shared and accessed by all firm members both now and in the future. this can be accomplished by making a concerted effort to develop a best practices manual within each department.
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seo: what are realistic returns?

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roi illustrationbonus: screenshots to help you track your efforts.

by becky livingston
the accountant’s social media handbook

now that you’ve put all this effort into your site speed, keyword research, meta tag implementation and more, what can you expect in return?

more: top 20 social media hacks to build your business | get found online: four mobile seo tips | quick tip: accelerated mobile pages | why you need an ssl certificate now | why tracking urls are so important | what goes into a buyer persona? | what is seo and why is it important?
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seo is a marathon, not sprint.
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