digital workflow systems make tax season easier

businessman pressing virtual "automation" buttoneven without a document management system, there are workflow tools available.

by roman h. kepczyk
quantum of paperless

the most important aspect of transitioning the firm’s tax process to a digital environment is managing electronic files that are no longer physically viewable in assorted stacks around the office.

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more on tech spending: who decides what to keep? | firms need document management standards | how smart accounting firms use intranets to get smarter | unified messaging boosts security | when is the last time you renegotiated your internet rates? | remote access boosts productivity, requires planning | get ahead of your software updates | 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 | in pc monitors, more is better

this requires a digital tax workflow system that lets everyone know the status of every return and easily connects that person to digital copies of the return and the source documents.

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re-learning the lingo of the accounting business

new tech solutions require new thinking.

by hitendra patil
pransform inc.

it’s tough enough to keep up with the new technical developments in taxes and accounting, but practitioners are also grappling with a whole new vocabulary in technology.

if you’re not speaking the new lingo, you risk losing the millennials you work with and mystifying some of your clients and prospects.

for instance: in the distant past, you “bought” a “software license,” “received” a cd and then “installed” the software on your “desktop.” but now, you go to the “cloud” to “activate” your “subscriptions” to the “software as a service.”

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who decides what to keep?

finger pressing delete keyhaving a document retention policy promotes accountability.

by roman h. kepczyk
quantum of paperless

managing digital files is in many ways similar to managing paper files in that the firm must have standards for who can create a document, add to or edit a document, file it, and eventually purge the file.

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more on tech spending: 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? | 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 | scanners allow data capture at the source | in pc monitors, more is better

unfortunately as digital files are on the network and “out of sight,” many firms are not really aware of what files are stored, the most current versions and whether or not they should be deleted.
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get radical about pricing

two happy businessmen looking at digital tablet at desk in officeforget about measuring by time.

by jody padar
the radical cpa

“forget about pricing and think about what people buy.”

customers are not buying our time. they may be buying our expertise. but they’re really buying a solution to their problem. famed management consultant peter drucker says, “a customer never buys a product by definition, the customer buys a satisfac­tion. satisfaction of a want, he buys value.” he’s buying a good feeling.

more on radicalism: make radical connections | let’s get radical about content | each social channel has a language | get ready for radical transparency | 5 radical ways to be social and strategic | how social media transforms firms to their core | 10 radical steps into the cloud | six competitive advantages for the radical cpa | radical customers are on their way | 5 radical transparencies; are you ready? | 4 questions radical firms must face | being radical is all about your customer | going radical: the 4 tenets of a ‘new firm’ | why should cpas be radical?

when lipstick leaves the manufacturer, it’s a solution. when it crosses the counter in a department store, it’s hope. from this perspective, how do we make our services into products or solutions? that’s essentially what you are doing with bundling and packages. you are productizing a service. read more →

firms need document management standards

pile of documents on desk stack up high waiting to be managed.even if you start small, get started.

by roman h. kepczyk
quantum of paperless

the network drive in most firms is not very well organized and needs the most cleanup. this happens because it is usually managed with windows explorer, which allows almost anyone to create or access a file anywhere on the drive.

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more on tech spending: how smart accounting firms use intranets to get smarter | unified messaging boosts security | when is the last time you renegotiated your internet rates? | 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 | scanners allow data capture at the source

unfortunately, there is seldom a firm standard that is adhered to, allowing users to create files with any naming convention they want and store it anywhere they please. the result can be files that are hard to find and slow to search across the network. read more →

make radical connections

you don’t define your brand, your customers do. by jody padar the radical cpa social media is great for connecting with clients and prospects, but it also makes it easier to get published in the real media and that will … continued

let’s get radical about content

content is king and context is queen.

by jody padar
the radical cpa

most professionals speak and/or tweet above their audience. they don’t realize whom they’re talking to.

more on radicalism: each social channel has a language | get ready for radical transparency | 5 radical ways to be social and strategic | how i got started being social | how social media transforms firms to their core | six competitive advantages for the radical cpa | radical customers are on their way | 5 radical transparencies; are you ready? | 4 questions radical firms must face | being radical is all about your customer | being radical starts with being the change | the roots of ‘radical’ cpas | the first 3 questions i should have asked before starting my own practice

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when you’re producing content, it has to be driven at the consumer level, not at the other professional level.

most cpas talk above their customers. some companies get it right. read more →

each social channel has a language

young people holding social media logosbetter to pick one spot and be devoted to it than scattershot across three.

by jody padar
the radical cpa

each social media channel has its own language, culture and dialect. you need to make sure that your culture (aka your voice and how you post) matches the specific channel, otherwise it’s going to seem awkward. social media has to be understood and used properly and even though you’re going to be experimenting there are also some unwritten rules. make sure that you’re fol­lowing the basic rules of the social media channel you’re using.

more radical cpa: 5 radical ways to be social and strategic | how i got started being social | how social media transforms firms to their core | 10 radical steps into the cloud | the market is moving toward the radicals | 5 radical transparencies; are you ready? | 4 questions radical firms must face | being radical is all about your customer | why start being radical now? | why should cpas be radical? | the roots of ‘radical’ cpas | the first 3 questions i should have asked before starting my own practice

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

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get ready for radical transparency

rethink how you communicate.

padar
padar

by jody padar
the radical cpa

social should be in your dna. identify the communication gatekeepers in your firm.

do you want everybody in your firm tweeting? it’s a good idea — just like you have all your firm members representing your firm wherever they are.

more on radicalism: 5 radical ways to be social and strategic | how i got started being social | how social media transforms firms to their core | six competitive advantages for the radical cparadical customers are on their way | 5 radical transparencies; are you ready? | 4 questions radical firms must face | being radical is all about your customer | going radical: the 4 tenets of a ‘new firm’ | why should cpas be radical? | the roots of ‘radical’ cpas | the first 3 questions i should have asked before starting my own practice

a lot of firm owners are hesitant to let younger members tweet because they are concerned about content. my response is if you can’t trust your younger members to tweet or put responsible things on facebook, then what are they saying about you when they’re not online? that’s a hiring issue, not a social media issue. read more →

5 radical ways to be social and strategic

plus specific tips for each one. you know we wouldn’t leave you hanging.

man's hand writing social media strategies on a whiteboard

by jody padar
the radical cpa

so you want to get on social media? good! define your strategy. when i started using social, i was having fun and didn’t have a strategy, except to see what was happening — and it evolved. jump in, get started and you’ll formulate a game plan naturally.

jody padar, the radical cpa
jody padar, the radical cpa; learn more

more on radicalism: how social media transforms firms to their core | 10 radical steps into the cloud | six competitive advantages for the radical cpa | radical customers are on their way | the market is moving toward the radicals | 5 radical transparencies; are you ready? | 4 questions radical firms must face | being radical is all about your customer | why start being radical now? | going radical: the 4 tenets of a ‘new firm’ | why should cpas be radical? | the roots of ‘radical’ cpas | the first 3 questions i should have asked before starting my own practice

here’s some help in five phases: read more →

why adopting new technologies is a must

ed mendlowitz cpa the practice doctor q and abonus checklists: 5 essentials and 4 questions to help you determine what’s right for your practice.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: when should i adopt new technology? i do not see any benefit to being paperless and the cloud (whatever that is) and do not know why there is such a big fuss over these things. any suggestions?

more practice doctor q&a: are you managing knowledge or wasting it? | it’s not sales. it’s your duty | when to hire an admin assistant | quote with care when asked for valuation | when is it time to merge? | why the average fee doesn’t matter | no more printouts at cpe programs? | 10 do’s and don’ts for making small business clients happy

answer: you have adopted new technology, just not enough, or not soon enough.

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how i got started being social

young businesswoman and social network over white backgroundplus how and why to measure.

by jody padar
the radical cpa

when i began dabbling with twitter six years ago, and facebook, seven years ago, it was more out of personal interest. i found twitter to be a fantastic place to learn. i became an active listener and then engaged, putting out information i thought people would benefit from.

jody padar, the radical cpa
jody padar, the radical cpa; learn more

more on radicalism: how social media transforms firms to their core | 10 radical steps into the cloud | six competitive advantages for the radical cpa | radical tenet #1: embrace the cloud | radical customers are on their way | the market is moving toward the radicals | 5 radical transparencies; are you ready? | 4 questions radical firms must face | being radical is all about your customer | being radical starts with being the change | why start being radical now? | going radical: the 4 tenets of a ‘new firm’

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