survey: how old is your laptop?
too old, according to new survey results.
accounting firm operations and technology survey
tech and fintech
how to evaluate workflow management software
don’t be afraid to use the full trial period to decide.
by jody grunden
when evaluating workflow management software, it is important to evaluate your priorities and know what you want out of the system. it is also important to understand that there isn’t going to be an exact fit.
more: how to profit with workflow apps | why process is key to remote work | innovate for the right reasons | creative perks for remote employees | 10 interview questions for unlocking true potential
exclusively for pro members. log in here or 2022世界杯足球排名 today.
after comparing options, make sure that the system you go with meets the priorities at the top of your list. once the system is picked, it is important to spend time inside the system to figure out how your company is going to use it.
read more →
survey: dell has 43% of cpa firm desktop market
lenovo, hp sell about 1/3 as many.
accounting firm operations and technology survey
how to profit with workflow apps
stop reinventing the wheel.
by jody grunden
as a business grows, it becomes necessary to systemize the processes in order to increase the team’s efficiency and deliver a consistent experience for clients.
more: why process is key to remote work | when the irs and fbi come knocking | 5 questions to evaluate new tech tools | traditional benefits for remote employees | the hidden cost of running a distributed company | how to develop your leadership team | 4 ways to bill clients
one of the challenges that comes with creating systems can be getting every team member on board with the process you want to put in place. for example, joe may have one way of doing things, while karen does them another way and susie yet another.
creating a system will likely require all of them to make some changes in their own day-to-day workflows.
read more →
coronavirus resources for remote-working (#wfh)
the 卡塔尔世界杯常规比赛时间 covid-19 crisis guide for pro members
– new management strategies for the coronavirus crisis
– technology for remote working-from-home (#wfh)
– survey results: benchmarks & metrics
click here for the full library of premium curated pro member content
卡塔尔世界杯常规比赛时间 is providing free access to our latest updates on the coronavirus crisis.
start here for a guide to all our coverage
survey: desktops replaced… eh, as needed
three ways to step up in uncertain times
coronavirus crisis opens new opportunities to serve.
by sarah johnson dobek
in the late hours of march 11, president trump instructed the treasury department to defer tax payments without interest or penalties for certain individuals and businesses negatively impacted by covid-19 pandemic, commonly known as coronavirus.
see 卡塔尔世界杯常规比赛时间 special coronavirus crisis coverage
as many individuals and businesses grapple with the possibility and effects of illness, travel bans, quarantine, and economic distress, accounting professionals have a unique opportunity to step up as proactive advisors.
here are three ways you can help your firm and help your clients through uncertain times.
go remote with this app you already own [#wfh]
how to leverage microsoft teams for work-from-home staffers.
by john higgins
cpa crossings
today, when tax and accounting firms are going remote, whether we want it or not, whether we’ve planned for it or not, it’s good to know that most of us already have a tool that’s ready to go.
the top portable monitors for working from home
what field auditors can teach us about working remotely under coronavirus conditions.
by roman h. kepczyk
quantum of paperless
the advent of today’s audit “document container” applications has transitioned every aspect of audit production into a digital format. but the equipment auditors have been adopting in the field is now painfully relevant with new coronavirus work-at-home mandates. we can apply a few lessons today.
more coronavirus crisis coverage here
the key to successfully using these engagement applications is to make sure your personnel have the optimal equipment with them to work digitally. this includes multiple monitors, image capture equipment and remote communications capabilities.
read more →
survey: accountants’ favorite pc brand
coronavirus culture-shift hits accounting firms
transitioning to a virtual firm requires more than the right technology: it requires new thinking about how your firm works.
by jess coburn
applied innovations
as the coronavirus situation intensifies, it is becoming more and more apparent that we must become increasingly flexible and innovative in how we approach our day-to-day lives. nowhere is it more evident than in how we run our tax and accounting firms.
more coronavirus: how to sanitize electronics against covid-19 with uv light | working remotely shouldn’t mean feeling isolated | planning for the coronavirus recession | tax season turns ugly under coronavirus | 16 tech tools for working through the coronavirus | coronavirus rattles tax season
exclusively for pro members. log in here or 2022世界杯足球排名 today.
the coronavirus crisis requires a total re-evaluation of how we conduct our business. for those firms with employees – as opposed to sole practitioners – it is critical to consider going fully remote during this time. it makes sense from a health standpoint and also from a business survival perspective. it’s important for employees to remain healthy and to be able to conduct work, especially during these busy times which involve tax filing deadlines and inevitable extensions.
it’s also important to recognize that families are being impacted due to school and daycare closures, requiring employees to be at home to care for them.
all of that said, the move to a fully remote status requires a culture shift. for many cpa firms and other professional services organizations, this is a major adjustment. read more →
automation and the future of accounting
critical thinking is best left to humans.
by jody grunden
there’s no doubt that advancements in technology are changing the world, and the accounting industry is no exception. technology is making us more productive, more efficient and more connected.
more: when the irs and fbi come knocking | cyber security at a virtual cpa firm | top tech choices for the virtual firm | keeping the right people on the bus | how to run effective leadership team meetings | disc helps remote team work together effectively | 3 ways to keep client files safe from security threats
on the flip side, it’s also taking over some of our jobs. this is a reality in the accounting industry that we cannot ignore. technology is driving major changes for the future of the accounting world. we need to be aware of what’s happening and take strategic steps to advance along with these changes. otherwise, we are going to be left in the dust.
read more →
16 tech tools for working through the coronavirus
the apps and platforms we use, and why.
by sandi leyva
maybe you were thinking about taking your practice virtual sometime in the future. but with the novel coronavirus, the future is now. we’re lucky we’re in a profession where we can deliver our services virtually.
more tech for the coronavirus crisis: three tech solutions for protecting client data | top tech choices for the virtual firm | 5 questions to evaluate new tech tools | innovate for the right reasons | how to leverage app technology for streamlined services | cyber security at a virtual cpa firm | how core values affect remote work culture | the hidden costs of running a virtual cpa firm
our office became fully virtual in july 2019. meanwhile, here are the main 16 tools we use, sorted into 11 categories:
- appointment-setting
- conferencing
- data collection
- client portal
- shopping cart
- client emails
- customer support
- task management
- employee messaging
- phone calls
- cloud storage
note, some vendors are offering free services for the pandemic. now i’ll tell you exactly what we’re using and why…