tech and fintech

your tech needs a strategic plan and a budget

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$100 bills following through a wormhole lined with binary codethat advice you give clients? it’s time to follow it yourself.

by roman h. kepczyk
quantum of paperless

we have all heard the saying that if you don’t know where you are going, you’ll end up going nowhere (or … you won’t ever get there).

more on tech spending: firms need monthly it ‘flash’ reports | outsource some security functions | centralize contact administration | why you should process ap digitally | revamp daily t&e entry | how and why to establish firm procedures manuals | is your tax workflow digital yet? | the 4 types of firm knowledge | back up your bandwidth | how to choose which microsoft office version to use | time to replace a server? consider the cloud | monitor real estate: more is better
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

unfortunately, many accounting firms do not do a good job of integrating their information technology requirements into the firm’s overall strategic vision.
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five crucial performance indicators for a monthly tech check

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tablet with green chart in hands of businessman“flash” reports to monitor infrastructure and projects.

by roman h. kepczyk
quantum of paperless

most firms have a line partner or firm administrator overseeing the firm’s information technology department.

more on tech spending: outsource some security functions | use collaboration technology to improve your firm | standardize your quickbooks support | remote banking offers instant roi | how to stop ‘overauditing’
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

they may have an interest in information technology, but their primary responsibility often lies in other production areas. they need a way to efficiently oversee the firm’s tech initiatives and report to management.
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when to outsource some security functions

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annual staff training is a must-have.

by roman h. kepczyk
quantum of paperless

going paperless means that all firm files and client data will be digitally stored on the firm’s network, which is almost always accessible to firm personnel via internal workstations and remotely via the internet.

more on tech spending: use collaboration technology to improve your firm | mandate training programs, accountability | portals are vital for secure file transfer | deliver all reports digitally | how audit field equipment has changed | how and why to establish firm procedures manuals | devil’s in the details of digital file delivery |
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the firm has a fiduciary responsibility to protect this data from anyone not specifically authorized to view it.
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mandate training programs, accountability

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three young businessmen in office training sessionprocesses make it easier to achieve results.

by roman h. kepczyk
quantum of paperless

for many firms, the ability to identify, standardize and implement best practices is the last remaining competitive advantage in business today as communications tools and access to technology have become available to everyone.

more on tech spending: centralize contact administration | standardize your quickbooks support | remote banking offers instant roi | how to stop ‘overauditing’ | devil’s in the details of digital file delivery
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

to take advantage of the continuous stream of innovation and opportunities, firms must adopt a “learning culture.” this requires a formal process to capture and standardize best practices in every department within the firm so that every person can take advantage of them.
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