tech and fintech

soloists lead profession in mobile tech

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but most firms still keep their accountants desk-bound.

49 percent of solo cpas work 11 percent or more time from a location other than their office. <a href="//www.g005e.com/shop/afot/">source: accounting firm operations and technology survey</a>
49 percent of solo cpas work 11 percent or more time from a location other than their office. accounting firm operations and technology survey

by randy johnston and leslie garrett
accounting firm operations and technology survey

despite the increasing availability of cloud technology and mobile apps that ensure you can be instantly transported into your familiar desktop workspace while working remotely, accountants are still not working from everywhere, according to the 4th annual accounting firm operations and technology survey.

more survey results: how savvy cpas use the afot survey to make smarter business decisions | keep pace first, change will come (like it or not) | you’re not tech-savvy if you’re not cyber-safe, too | lions and tigers and blockchain and bots, oh my!
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deliver all reports digitally

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older man using laptop at homewhen owners use portals, they’ll feel comfortable recommending them to clients.

by roman h. kepczyk
quantum of paperless

improving firm efficiency means that the owners have to get on board.

more on tech spending: revamp daily t&e entry | how to stop ‘overauditing’ | devil’s in the details of digital file delivery | preventing document retention headaches | which wireless?
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one of the more obvious opportunities is the delivery of the firm’s own financial reports. many firms still print a hard copy of the monthly financials and distribute them to each owner, many of whom physically store these documents in a binder or drawer in their office.
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revamp daily t&e entry

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man holding papers and working on laptop in front of large windowcommitment has to come from the owner, not just staff.

by roman h. kepczyk
quantum of paperless

studies done over the past two decades have clearly shown that there is a significant improvement in realization for firms that enter, release and post time and expenses on a daily basis. this process allows for daily or “hotel”-type billing that is sent out with the completion of each billable project.

more on tech spending: how to stop ‘overauditing’ | how audit field equipment has changed | optimize scanning applications and procedures | document management requires firm standards | why unified messaging matters
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the next step in the evolution of time and billing systems provided real-time dashboards to report on firm activities and effectively allow firms to generate invoices. this can work only if all time and expenses for all personnel are captured within the system.
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how to stop ‘overauditing’

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hard-working man in officean outside consultant may be in order.

by roman h. kepczyk
quantum of paperless

traditional audit practices use the previous year’s audit programs and processes updated for the current year as their standard operating plan.

more on tech spending: how audit field equipment has changed | 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
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eventually this can lead to a significant amount of “overauditing.” breaking this habit is difficult as every level of staff has been trained in the manual processes and falls back on them when deadlines approach.
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