tech and fintech

ready for tech transformation?

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bar chartmany say yes, but the facts say no.

by donny c. shimamoto

most accountants may feel as though they’re keeping up with the rapid changes in technology, but many may be fooling themselves.

more: automate busy season with apps you already use | can tax automation make the 2022 busy season less grueling? | non-cpa “cpa” firms? really? | covid-19 turns cpas into first responders | accountants: unleash your secret superpower | focus on cyber risk, not just security
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a survey of more than 600 cpas just confirms the dichotomy i’ve seen many times. people say they are ready. but upon closer investigation, they haven’t taken the actions to ensure adoption of the new technologies and the business practices needed for transformation.

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stop complaining and start innovating

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the pandemic requires new thinking with new business models.

by tamera loerzel

considering the many long-term ramifications from the pandemic on the accounting profession, i would start with a “clean sheet of paper” to position your firm for future success,

more: private equity at the gates | 12 shifts to ensure firm success | how to reinvent the firm for the covid age | why it’s time for an acquisition | three ways the accounting profession has changed | ramping up for the year ahead
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

firms today require new thinking, new business models, and new ways of operating, staffing, managing work, and measuring success.

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automate tax season with apps you already use

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make automation take the load off this busy season.

by donny shimamoto
center for accounting transformation

between tax law changes and the pandemic, the last two busy seasons have been a bear for tax preparers to deal with.

related: discover your accountant superpowers | what auditors know about amazon product ratings | non-cpa “cpa” firms? really? |

while there is still some volatility and uncertainty around what the next busy season will look like, tax preparers should consider the following technology-related initiatives now so they can proactively equip their firms for the coming busy season. this should enable staff to have more work-life balance during the busy season and increase the firm’s ability to recruit and retain talent.

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staff retention for remote workers

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keep them happy and engaged.

by amy welch, apr, cae
intraprisetechknowlogies llc

prior to 2020, remote work was barely a blip on any business radar. however, following the covid-19 pandemic, what was once considered unique has become an exploding norm. for intraprisetechknowlogies llc, though, the practice of remote work presented itself—and evolved—by accident, and well before other companies jumped aboard.

related: dec. 8: engaging your hybrid team: how to ensure employee engagement and equity when working remote (2 cpe)  explore the leadership changes to implement now so you can encourage employee engagement and ensure equity in a hybrid environment. plus, look at how your organization should shift its performance measures and definitions of success, so all employees are treated fairly, regardless of where they work.

the advisory-focused cpa firm hired alisa nishimoto, pmp, as a part-time project manager in february 2010. although she was living in san jose, cal., at the time, nishimoto and her family planned to move back to hawaii, where she grew up and she planned to join the rest of the intraprisetechknowlogies team at its honolulu headquarters. however, after a year of searching, nishimoto’s husband was unable to find a comparable job in hawaii, so the young family decided to remain in san jose.

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