tech and fintech archives - page 195 of 238 - 卡塔尔世界杯常规比赛时间

soloists, small firms cite top challenges

september 20, 2015

by accounting firm operations and technology survey

bonus lists: pros and cons of opening an office. top sources of new clients. and how time is spent.

by randolph p. johnston, leslie garrett and brian f. tankersley
the accounting firm operations and technology survey

one of the more significant challenges for a small firm is the determining the proper level of overhead spending to support the firm’s client base as they try to work with clients. despite significant savings in some areas associated with working from home, this lack of infrastructure limits the firm’s ability to

hire staff,
meet with clients and
be accepted as a credible business entity by the larger business community.

maybe this is your father’s accounting practice

september 13, 2015

by 卡塔尔世界杯常规比赛时间 research

too many tech ‘solutions’ don’t solve the real ‘problems.’

by gail perry
the accounting firm operations and technology survey

as a person who still prefers books to e-books, who chooses a landline over her cell phone, who cherishes her collection of vinyl albums and who enjoys writing letters in longhand (btw: i’m writing my first draft of this article in longhand), and (full confession), as a cpa who maintains a small tax practice of her own and who manages her books in excel (in spite of the fact that i know many accounting software programs inside out and have written myriad books about financial software), i can completely relate to the results of the accounting firm operations and technology survey without a trace of the surprise and disappointment expressed by my journalistic colleagues who shared their points of view.

accountants aren’t clueless about technology and they’re not stupid when it comes to making decisions about how to operate their business. what they are is busy.

tech: tipping point? what tipping point?

september 8, 2015

by bob scott

tax software vendors need to step up for cloud solutions.

by bob scott
the accounting firm operations and technology survey

in much of the business world, a substantial part of the market has passed the tipping point in terms of cloud-based software. even if they don’t own business applications that work via the internet, they are considering them. that is not the case with accounting firms.

it is pretty much the same story as last year. a majority of respondents do not use workflow applications, tablets of any size or have a replacement cycle for technology.

how and why to set optimal scanning practices

september 8, 2015

by roman h. kepczyk

also: the differences between back-end, mid-level and front-end scanning. and how to save on an expensive bottleneck.

by roman h. kepczyk
quantum of paperless

for the next few years it is anticipated that accounting firm clients will deliver the majority of their organizers and supporting tax documents to the firm in a physical format. to utilize this information in a paperless environment, it must be effectively scanned and managed at the lowest possible cost.

early paperless adopters scanned the tax return and the supporting documents at the back end of the process when a return was complete. this is still usually the first step when firms transition from a completely manual environment. by doing back-end scanning first, the firm can get used to working with digital files and naming conventions, prior to forcing changes in the preparation and review processes, which can then be transitioned to front-end scanning.

more on tech spending: digital workflow systems make tax season easier | who decides what to keep? | firms need document management standards | how smart accounting firms use intranets to get smarter | unified messaging boosts security | ready for a revolution? your phone is | when is the last time you renegotiated your internet rates? | get ahead of your software updates | blame accounting vendors: accountants stuck with outdated versions of microsoft office | ready or not, here comes windows 10 | back up and check your backup | cloud computing can cost less | laptop-only workers more common | scanners allow data capture at the source

scanning should be done primarily by administrative personnel (81 percent according to the 2009 aaa benchmark survey) to promote adherence to firm standards and so it is done at a lower cost. firms have found that having a dedicated scanner attached to a workstation is the most effective method of capturing these images. the top-rated scanners by firms who use them are the fujitsu fi and canon dr series.