new benchmarks and insights on file storage and data management.
by randolph johnston, leslie garrett phd,
and brian f. tankersley, cpa.citp, cgma
the accounting firm operations and technology survey
keeping email data locally seems to be a significant strategy among accounting firms.
but storing email data locally raises these concerns: read more →
we asked, you responded with some great ideas.
by hitendra patil
pransform
a few days back, i wrote create your “not-to-do’s” list. we got some interesting feedback from accountants. here are some tasks that accountants want to stop doing themselves.
tech survey: many firms blithely unaware of vulnerabilities
by randolph johnston, leslie garrett phd,
and brian f. tankersley, cpa.citp, cgma
the accounting firm operations and technology survey
accounting professionals are obligated to maintain the integrity and security of clients’ data. the survey reveals firms seem to install technology and let it run without controls.
additionally, smaller firms perceive less risk and may have incorrectly concluded they are not a target for outside attack. conversely, firms may not have the expertise, budget or desire to manage technology in use. read more →
accountants are just beginning to understand the untapped opportunities in their clients and referral sources.
by sandi smith leyva
author, “10 keys to doubling your revenues”
one of the most valuable assets i have is my list of clients. i wouldn’t be in business if it weren’t for my clients, and i am grateful for each of you every day.
keeping a formal list of clients and subscribers in a list management system is often overlooked and frequently underutilized, especially in our industry. there are a couple of reasons for this. one is that some accountants are just beginning to understand the five big revenue-building reasons to understand the power of email marketing.
new benchmarks and trends on application software.
by randolph johnston, leslie garrett phd,
and brian f. tankersley, cpa.citp, cgma
the accounting firm operations and technology survey
historically, firms have tried to use a single-publisher strategy, believing that the integration built into the software has more value. but that may be changing. read more →
by sandi smith leyva
the accountant’s accelerator
imagine that a new client comes to you with “the dreaded shoebox” of bank reconciliations, receipts and bills. the client is a year or so behind, and you are hired to get them caught up. do you take that client, knowing you’ll be swamped doing data entry for weeks at a low hourly rate?
the good news is it doesn’t have to take weeks anymore. and even better, you don’t have to charge a low rate for data entry. your “shoebox” client is now a profitable client who would be worth adding to any accounting firm’s book of business. what’s the secret? read more →
windows 8 deployment is led by solo practitioners.
by randolph johnston, leslie garrett phd,
and brian f. tankersley, cpa.citp, cgma
the accounting firm operations and technology survey
the profession is rapidly retiring older operating systems, according to the accounting firm operations and technology survey.
upgrading your network operating system has the potential to be somewhat of a blind spot and growing security threat for practices of all sizes. the accounting profession is showing signs of understanding this threat. read more →
accountants gear up, from paperless to cloud.
by 卡塔尔世界杯常规比赛时间
many of the most successful accountants in tax season 2014 found new growth and profits by leveraging new cloud and paperless technologies, according to the 卡塔尔世界杯常规比赛时间 busy season barometer.
join the survey; get the results.
today’s bonus question: plans for 2015
new benchmarks on tech spending and decision-making.
by randolph johnston, leslie garrett phd,
and brian f. tankersley, cpa.citp, cgma
the accounting firm operations and technology survey
while 90% of all firms in the accounting firm operations and technology survey did not have a per-person technology budget, we were quite surprised to see that 88% of large firms and 85% of mid-sized firms also reported that they did not use a per-person technology budget. read more →
new survey shows technology’s role in turning challenges into opportunities.
by rick telberg
ask a practicing accountant what keeps them awake at night, and you’ll get many of the same answers in one form or another: clients, expenses, staff or technology. and that’s borne out in the first annual accounting firm operations and technology survey, offered exclusively by 卡塔尔世界杯常规比赛时间. read more →
by sean stein smith advances in computer, mobile and cloud technology are revolutionizing both the ways that individuals live their lives and how organizations operate in the competitive environment.
by sandi smith leyva
if you have small business clients that don’t pay attention to their accounting as much as you would like them to, you are likely not alone. the problem is that most of us accountants give up on those types of clients who seem apathetic to our passion for numbers. we shrug our shoulders and consider the client a hopeless case if they won’t take a look at their financial reports at our urgings. read more →
by sandi smith leyva
accountant’s accelerator
we all spend a huge amount of time working all those emails we receive. luckily, there are many ways to tame the task so you can free up valuable time to work on other things.
here are four ideas to check against what you’re already doing and possibly get a productivity boost… read more →