tech and fintech

deborah fox launches new tech platform for wealth advisors

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^ click to play video: deborah fox on financial planning for accountants, interviewed at aicpa engage 2019.

fox financial network rebrands as advisortouch with interactive training, resources, tools, and systems for advisors and staff.

by 卡塔尔世界杯常规比赛时间 research
advisortouch.com

fox financial planning network, a leading consulting company for wealth management firms and the institutions that serve them, has rebranded to advisortouch and is rolling out a new interactive social platform with the training, resources, tools, and systems for advisors and staff at  advisortouch.com/collaborative.

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three tech solutions for protecting client data

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illustration of computer security threatsyou’ll be happy you already have these when the irs and fbi come knocking

by jody grunden

have you ever been contacted by the irs with the fbi involved? i can tell you from firsthand experience that it’s a bit alarming when that happens!

more: cyber security at a virtual cpa firm | innovate for the right reasons | creative perks for remote employees | 10 interview questions for unlocking true potential | toss the org chart for an accountability chart
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we were once contacted by the irs because they thought our server had been compromised. when the field officer who came to our office asked to see our server, we explained that we didn’t have a server.
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cyber security at a virtual cpa firm

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woman sitting outside with laptop and smartphonefile and folder sharing is just one complication.

by jody grunden

working remotely has some great perks for the employees – flexible hours, no commute, casual dress and fewer distractions, to name a few. however, working remotely can also present some unique challenges when it comes to technology and security.

more: innovate for the right reasons | 5 questions to evaluate new tech tools | traditional benefits for remote employees | the hidden cost of running a distributed company | 3 ways to keep client files safe from security threats | the rise of the virtual cfo
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

unlike a traditional brick-and-mortar office, when you work remotely, no one is going to walk into your home office and set up your equipment for you. employees have to be willing and able to hook up all those cables, monitors and other peripherals themselves.
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innovate for the right reasons

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roi illustrationevaluate the effectiveness of existing tools vs. new options.

by jody grunden

depending on your age, you may or may not remember lotus 1-2-3. it was a hugely popular spreadsheet program back in the ’80s and early ’90s that was eventually taken over by excel. if we had been “married” to lotus 1-2-3 at that time, we may have gone out of business because we wouldn’t have been able to react fast enough.

more: 5 questions to evaluate new tech tools | 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
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this is the world of technology today. we have to operate under the mindset that what we’re currently using may or may not be around in five years.
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5 questions to evaluate new tech tools

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businessman looking at question mark sketch on the wallthey’re shiny, but will they be effective?

by jody grunden

whether you purchase a one-time software license or pay for a tool on a subscription basis, the cost of software can add up quickly. it’s necessary to conduct a thorough analysis of any new software program before you decide to buy it, and you need to constantly evaluate the effectiveness of the tools you’re using.

more: top tech choices for the virtual firm | creative perks for remote employees | 10 interview questions for unlocking true potential | toss the org chart for an accountability chart | how core values affect remote work culture | how ‘tech stacks’ can help you standardize | ready to be a virtual cfo?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we have learned that we want to be sure we’re getting the most out of our software, that our tools remain the right fit for our needs and that they are cost-effective.
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tax season is hacker season

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checklist: five things to do today to protect your firm and your clients.

the 卡塔尔世界杯常规比赛时间 busy season barometer:
new year, new strategies
join the survey. get the results.

by jess coburn
applied innovations

businesses of all sizes are targets from what has become the most vicious, innovative, and lucrative criminal endeavors we’ve ever witnessed. and tax practitioners are particularly easy targets.

more on busy season 2020: irs urged to form tax preparer strategy |  5 small leaks that can sink a tax season |  data points down as tax season opens |  the fight for new tax clients |  5 tax review keys |  tax pros forecast a better 2020 |  see all tax season 2020 coverage here

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the financial services industry is perhaps the most targeted because of the value of data it possesses. and the most frequently targeted are cpas and those who prepare tax returns.

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padar joins botkeeper as vp strategy

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artificial intelligence software developer lands “the radical cpa.”

by 卡塔尔世界杯常规比赛时间

jody padar, a 卡塔尔世界杯常规比赛时间 expert author and one of the most influential people in the profession, is joining botkeeper as vice president of strategy, charged with bringing the artificial-intelligence-based accounting software developer closer to the accounting profession.

see more:  jody padar, the radical cpa

padar is a leader in the transition of next-generation public accounting firms through open collaboration and change management. she is the author of the radical cpa and from success to significance: the radical cpa guide.

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becoming the innovative firm of the future

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illustration of cloud softwarehow standardized tech stacks can help.

by jody grunden

a large percentage of cpa firms in the u.s. employ fewer than 10 people. leading cpa firms are becoming more consultative, helping companies with more than just financial reporting.

more: creative perks for remote employees | traditional benefits for remote employees | the hidden cost of running a distributed company | how to develop your leadership team | 4 ways to bill clients | automation and the future of accounting | the only three metrics you need to measure staffers
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

they are also helping companies improve their margins and advising on industry trends and pending regulations that may have an effect on business. accounting is no longer just financial statements and tax returns, folks!
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it deserves a strategic plan and budget

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roi illustrationconsider cloud hosting.

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). unfortunately, many accounting firms do not do a good job of integrating their information technology requirements into the firm’s overall strategic vision.

more: why you need an independent security review | ‘learning culture’ requires standardized processes | how to transfer files securely | going digital with a/p processing | avoid over-auditing with ‘document containers’ | beyond email: new digital tools | who deletes documents and when?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

information technology impacts virtually every aspect of accounting firm production and is usually the biggest expense after your personnel costs. accordingly, it should be managed as the critically important asset that it is.
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