here’s what you’re looking for: roman h. kepczyk

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forget technology. the last, best competitive edge is now your firm’s ‘learning’ skills

office workers training on computershow to build it and give chargeable credit to the coordinators.

by roman h. kepczyk
quantum of paperless

for many firms, the ability to identify, standardize and implement best practices is the last remaining competitive advantage in business today as communications tools and access to technology have become available to everyone.

more on tech spending: centralize contact administration | standardize quickbooks support (and bring your clients) | remote deposit saves in several ways | how efficient are your audits? | going digital: how to train a client | hit ‘delete,’ but only when it’s time | unified messaging offers benefits | remote access: giving workers what they want | why use windows 10?
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to take advantage of the continuous stream of innovation and opportunities, firms must adopt a “learning culture.” this requires a formal process to capture and standardize best practices in every department within the firm so that every person can take advantage of them.
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survey says: centralize contact administration

woman looking at paperwork at computermake sure the current information is available where people look for it.

by roman h. kepczyk
quantum of paperless

many firms today maintain contact information within multiple applications such as practice management, outlook, tax systems and other marketing and crm (customer relationship management) programs.

more on tech spending: standardize quickbooks support (and bring your clients) | turn to portal encryption | deliver reports digitally (even in-house) | tech trends for auditors | front-end scanning hits the mainstream | don’t just store documents, manage them | which wireless depends on location | stay on top of software updates
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too often, a significant amount of time is wasted in firms pulling contact information together, reconciling and verifying lists for mailings, invitations, and even organizers. it is critical that firms centralize the updating of contact information for consistency.

“91 percent of firms have a centralized contact management list; 67 percent of firms maintained this list in their practice management application.” – cpafma 2015 survey

for example, tax personnel, who are often the first to be made aware of a change, may make the change within their tax program and not pass the change to others. all changes, from every source, need to be sent to administration where one person can update all databases for consistency.  many firms utilize a client contact form on their intranet that can be routed to the administrative department via email.  this person is then trained to update all applications.
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standardize quickbooks support (and bring your clients)

young man working at a computer and talking on a phonetake advantage of discount licenses.

by roman h. kepczyk
quantum of paperless

in the united states, quickbooks is the most dominant small business accounting product on the market and will be the application that the majority of the firm’s clients use. therefore, it is obvious that the firm must become proficient with supporting quickbooks.

more on tech spending: is your ap digital yet? | a better way to handle time & expenses | how the best cpa firms capture best tech practices in procedures manuals | workflow systems make tax season less tedious | smart firms don’t happen by accident | bandwidth: how much?
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unfortunately, one of the biggest wastes of time is when firms support too many older versions of the software, which often leads to incompatibilities that can corrupt the database and make it unusable for clients. fixing these errors creates lost time that is seldom charged to clients and instead impacts the profitability on these jobs.
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turn to portal encryption

padlock with key that has word "security" instead of teethsecure external file transfer is easy to implement.

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: is your ap digital yet? | remote deposit saves in several ways  | how efficient are your audits? | going digital: how to train a client | hit ‘delete,’ but only when it’s time | unified messaging offers benefits | remote access: giving workers what they want | why use windows 10? | desktops vs. laptops
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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.
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is your ap digital yet?

woman typing while holding credit card over computer keyboardeliminate steps and earn cash back to boot.

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: a better way to handle time & expenses | how the best cpa firms capture best tech practices in procedures manuals | workflow systems make tax season less tedious | smart firms don’t happen by accident | bandwidth: how much?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

consider how many “touches” a single payable creates:
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