tech archives - page 28 of 43 - 卡塔尔世界杯常规比赛时间

digital report delivery includes owners

december 8, 2015

put your portal to good use.

by roman h. kepczyk
quantum of paperless

improving firm efficiency means that the owners have to get on board. one of the more obvious opportunities is the delivery of the firm’s own financial reports.

more on tech spending: portals, encryption boost client security | who decides what to keep? | firms need document management standards | how smart accounting firms use intranets to get smarter | unified messaging boosts security | remote access boosts productivity, requires planning

many firms still print a hard copy of the monthly financials and distribute them to each owner, many of whom physically store these documents in their office. most firms consider these documents confidential and yet copies – many of which are not secured – are distributed throughout the office.
read more →

portals, encryption boost client security

december 2, 2015

by roman h. kepczyk

the right portal depends on the level of security needed.

by roman h. kepczyk
quantum of paperless

when dealing with digital files, the most effective way to transfer them is electronically over the internet, either with email or through a portal. many firms have emailed clients copies of tax returns and financial statements over the years.

more on tech spending: daily billing cuts month-end load, creates audit trail | streamlining audits by breaking old habits | why accounts payable should go digital | how smart accounting firms use intranets to get smarter | unified messaging boosts security

unfortunately, this is not the most secure method as the firm does not have control of the various internet service providers and the relay servers between the firm’s email server and the client’s email account.
read more →

daily billing cuts month-end load, creates audit trail

november 24, 2015

by roman h. kepczyk

3 ways pdfs can benefit your business.

by roman h. kepczyk
quantum of paperless

studies done over the past two decades have clearly shown that there is a significant improvement in realization for firms that enter, release and post time and expenses on a daily basis. this process allows for daily or “hotel” type billing that is sent out with the completion of each billable project.

more on tech spending: streamlining audits by breaking old habits | why accounts payable should go digital | remote deposit is a no-brainer | stop paper at the source: the client | scanners allow data capture at the source

the next step in the evolution of time and billing systems provided real-time dashboards to report on firm activities and effectively allow firms to generate invoices. this can work only if all time and expenses for all personnel are captured within the system. while most firms have a daily time entry “policy,” the biggest abusers of the policy are owners and managers, so it is about time for them to get on board and use the system.
read more →

outlook 2016: change catches up with auditors

november 14, 2015

by gale crosley

new technology is only part of the movement.

they say “past results are no indication of future performance.” maybe. maybe not. but if anyone should know, it’s our panel of experts, their comments drawn from the new edition of the rosenberg map survey. these are their bullet points and comments, verbatim, looking back at the last 12 months and looking ahead to 2016. – rick telberg, ceo

by gale crosley
crosley company

lessons from 2015:

over the past year, i’ve noticed smaller firms engaged in acquiring firms yet smaller than them. they’ve observed larger firms mastering merger integration, and are now taking the plunge.

why accounts payable should go digital

november 10, 2015

by roman h. kepczyk

a dedicated credit card can handle all those payables with one monthly payment.

by roman h. kepczyk
quantum of paperless

processing accounts payable is another of the manually intensive processes within the firm’s administrative department that can be significantly streamlined through digital processes.

more on tech spending: remote deposit is a no-brainer | field auditors need right equipment, connections | 3 steps for firm procedures manuals | stop paper at the source: the client | digital workflow systems make tax season easier | who decides what to keep?

consider how many “touches” a single payable creates:

receipt of the invoice,
timing of payment in a folder,
writing the check and attaching the stub,
sending it to an owner for signature,
filing a copy of check with backup in its own folder, and
stuffing, sealing and sending the check to the vendor.

field auditors need right equipment, connections

october 20, 2015

by roman h. kepczyk

dual monitors on the road? twain-compliant scanners? check and check.

lenovo thinkvision lt1421 14-incj portable monitor — lenovo thinkvision lt1421 14-inch portable monitor

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. the key to successfully using these engagement applications is to make sure your personnel have the optimal equipment with them to work digitally.

more on tech spending: 3 steps for firm procedures manuals | stop paper at the source: the client | how and why to set optimal scanning practices | digital workflow systems make tax season easier | who decides what to keep? | firms need document management standards | unified messaging boosts security | ready for a revolution? your phone is | remote access boosts productivity, requires planning | get ahead of your software updates | ready or not, here comes windows 10 | laptop-only workers more common | scanners allow data capture at the source | in pc monitors, more is better

this includes

multiple monitors,
image capture equipment and
remote communications capabilities.

soloists, small firms must take software seriously

october 18, 2015

by accounting firm operations and technology survey

subscriptions and the cloud may not work for everyone. but proper licensing does.

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

software is the reason that firms make investments in computer hardware, yet many firms seem to avoid upgrades until they are forced to make a change. for example, when asked to identify their preferred word processing application,

more than 50 percent of respondents in both groups are using a version of the software that is over five years old (e.g. office 2010 or earlier), and
a significant number of solo practitioners are using word 2007, which is eight years old as of june 2015.

while we do not think that practitioners should jump the newest version of a product immediately, we also do not think they should be more than two releases behind the current version of their applications for an extended period of time.

how the smallest firms can make better technology decisions

october 11, 2015

by accounting firm operations and technology survey

that means hardware, os and licensing (hello, audit!). bonus checklist: business vs. home computer models.

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

computer hardware and operating systems provide the foundation from which firms and their staff members manage their work tasks every day. while some practitioners focus more on the brand of the system rather than the quality of the components it contains, we believe that all of the major hardware manufacturers make some excellent, business-grade hardware, and they all also make some low-cost, low-quality items targeted at home users that are not appropriate for use in a business environment.

soloists, small firms cite tech challenges

october 4, 2015

by accounting firm operations and technology survey

cost, keeping up with new software among reasons some balk at investing in better tools.

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

the planning and execution of the firm’s technology strategy is one of the areas where solo practitioners and small firms struggle the most. thirty-two percent of solos and 24 percent of small firms were very concerned about “understanding the technology options and selecting the right ones for the practice.” additionally, 26 percent of solo practitioners and 16 percent of small firms reported “staying informed about current technology” was a major concern of theirs.

more: an it department of 1? soloists, small firms relate

unfortunately, most firms are not using basic management tools like preparing a budget so that resources can be conserved to replace the hardware and applications when necessary. while practitioners like to complain about the cost of their technology tools, compared to not having the tools, the return on investment in technology is significantly better than that of hiring additional employees.

an it department of 1? soloists, small firms relate

september 27, 2015

by accounting firm operations and technology survey

tending the details: considerations for email, backup, viruses, websites, retention and remote access.

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

small firms require owners to do more back office and supporting work themselves due to the limited number of staff at their disposal.

seventy-one percent of solo practitioners and 30 percent of small firm respondents reported that they personally handle the it support in their firm. smaller firms were much less likely to have others who can assist in the firm, with only 1 percent of solo practitioners and 9 percent of small firms delegating this work to staff or in-house it professionals.

the 5 most common marketing blunders accountants make

september 22, 2015

by hitendra patil

how many are you making?

by hitendra patil

proactive marketing is as rare as a marketing plan or a marketing budget at many firms. getting new clients is one of the top 5 challenges for firms of all sizes. accountants seem to be not doing enough of the right things.

more on the entrepreneurial accountant: linkedin adds messaging. finally! | re-learning the lingo of the accounting business | how the “1099 economy” will transform accounting | what cpa firms could learn from google’s alphabet | summer reading list: five great books for the five lives of a busy accountant | four signs the uberization of accounting has already begun | management guru chester elton on success | savvy cpas focus on the constants | more

1. not doing enough to get found by prospects

it is estimated there are about 660,000 cpas in the u.s., 80% of which are believed to be in the corporate world. that leaves 132,000 cpas in practice. and there about 53,000 linkedin profiles that include the word “cpa” in the profile headline. in other words, 1 out of 2 cpas is either not on linkedin or don’t use the profile headline to reflect that they are cpas.

stop paper at the source: the client

september 22, 2015

by roman h. kepczyk

use inbound digital transfer tools to smooth the office workflow.

by roman h. kepczyk
quantum of paperless

one of the most critical steps in transitioning a firm to a “paperless” environment is capturing information in a digital format at its “root” source as that information enters the firm.

more on tech spending: how and why to set optimal scanning practices | digital workflow systems make tax season easier | who decides what to keep? | how smart accounting firms use intranets to get smarter | ready for a revolution? your phone is | remote access boosts productivity, requires planning | 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

at the base level, this means having clients provide you information in a digital format, which can be done via email, digital fax or through a portal rather than with a physical document. while email is currently the most prevalent tool utilized by clients, it is anticipated the security concerns will help clients transition toward portals.

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.