blockchains, bitcoins, and cpas

sean stein smith will be appearing at the accounting & finance show. click here to learn more

why you can’t afford to ignore the new technologies.

by sean stein smith 

walk into any accounting meeting or conference, or open any magazine, and there are a few words that inevitably dominate the conversation, and they are all related to a common thread: technology and the technological integration of the profession.

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blockchain, although in existence since the 2008 white paper published by satoshi nakamoto, flew under the radar for several years before bursting onto the scene in 2016 and 2017. fueled by the surge in popularity and buzz around the cryptocurrency bitcoin, the excitement, anxiety, and opportunities around blockchain are virtually impossible to understate.

in order to not get swept away in the sea of hype and buzz around the technology itself, it is important to understand two things: read more →

scanners capture documents at the source

stacks of papers on the corner of a deskdon’t skimp on production scanners. you’ll save in rework time.

by roman h. kepczyk
quantum of paperless

one of the keys to optimizing production processes is capturing information at its “root” source. this means when data enters your firm, regardless of the format (mail, fax, email, portal or on a flash drive).

more tech: monitor real estate: more is better | roman kepczyk: inside the quantum of paperless | two tech trends to watch
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ideally, source documents would be provided to the firm in a digital format such as secured email or preferably through a web portal, but the reality today is that a significant portion of accounting firm source documents continue to arrive from clients in a traditional paper format.
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monitor real estate: more is better

how many do you have? horizontal or vertical?

by roman h. kepczyk
quantum of paperless

talking about hardware may seem like an odd place to start a discussion on optimizing your firm production. however, without a solid framework in place to promote a stable working environment and take advantage of today’s technologies, your firm’s ability to effectively implement solutions will be severely restricted.

more: roman kepczyk: inside the quantum of paperless | two tech trends to watch
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pushing your it infrastructure, which includes all of your file servers, cabling, applications, workstations and internet connectivity beyond basic limits will lead to more “dinking” time by your professional staff. (“dinking” is the technical term for the massive amounts of time wasted by your personnel when computers lock up or don’t do what is expected and when they have to “dink around” trying to figure out a solution.)
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building a cpa marketer’s tech stack

the right tools for the job.

goricki

by bob goricki
skoda minotti

being a cpa firm marketer means that you are often faced with two major limitations: time and budget. unfortunately, i’m unable to create more of either, but i can point you in the direction of tools that can help maximize both.

more at 卡塔尔世界杯常规比赛时间 on: marketing, practice development, salesgrowth strategies.

at this year’s aam summit, i’ll be sharing 10 of my favorite tools that help cpa marketers work smarter, not harder. while the full list will have to wait until may, i want to share a few “bonus” tools in this blog to jumpstart your post busy season marketing efforts before the conference. all of the tools below are free to try, so get started today!

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