tech and fintech

the 9 ways managing partners leverage technology for a competitive edge

by

kepczyk
kepczyk

 and 6 emerging innovations used by the best firms.

by marc rosenberg
from the introduction to quantum of paperless

cpa firms are a lot more innovative than many of us think. in fact, technology is the major area of innovation for cpa firms. the way accountants do their work has been totally transformed and continues to change every year.

some of the major innovations roman kepczyk addresses in the newest edition of quantum of paperless: the partner’s guide to accounting firm optimization include:

1. multiple screen/monitor displays – leading to a jump in individual productivity

2. smartphones and tablets, including the touchscreen

3. cloud/saas, including portals and addressing security issues

4. workflow, including paperless audit and other software and scanning technology

5. knowledge management

6. social media networking

meanwhile, leading cpa firm managing partners leverage technology for efficiencies using one or more of nine main strategies, based on a rosenberg associates study of a cross-section of firms with revenues ranging from $3 million to $15 million. they are: read more →

4 new rules for success from 4 top tech execs

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in a series of interviews with some of the profession’s leading technology executives, 卡塔尔世界杯常规比赛时间 identifies four new rules for success in a rapidly changing competitive marketplace. and it’s probably no accident that three of the four executives who answered our call focus on workflows and document management.

cloud istock_000038172310small1. workflows and client service are inextricable – brock philp, president and ceo, doc.it, a document management system

2. the biggest peril is irrelevance – scott fleszar, vice president, strategic marketing, thomson reuters tax & accounting, cs professional suite

3. cpas must move from compliance to reliance – chris frederiksen, chairman, 2020 group, practice development tools

4.  tax prep alone won’t support the profession – matt peterson, president and ceo, efilecabinet, document management read more →

5 tech tools for managing remote staffers

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by sandi smith leyva
the accountant’s accelerator

when you are working out of your home and have reached the point where you want to hire someone, you have many options, but one of them may not be having employees come to your home to work. and although i have had employees working out of my home when i was single, it was not an option in 2010 when i was ready to hire an assistant. so i hired a virtual one.

today you might be surprised to know that my employees work from home two days a week each, and i only see them in person once a month. how do we do it? we keep our heads in the clouds. here are five tools that keep us seconds away while we’re miles apart. read more →