tech and fintech archives - page 66 of 89 - 卡塔尔世界杯常规比赛时间

hey you, get onto my cloud!

april 1, 2017

by accounting firm operations and technology survey

cloud strategies mean different things to different people.

by randy johnston
accounting firm operations and technology survey

i can make this very simple. do you or your clients need to work someplace other than the office? for most of you, this answer is simple. yes!

the next question is also pretty simple. do you need to run traditional desktop solutions, or is a solution available that runs in a web browser?

more tech: soloists, small firms must take software seriously | how the smallest firms can make better technology decisions | soloists, small firms cite tech challenges | soloists, small firms cite top challenges

exclusively for pro members. log in here or2022世界杯足球排名 today.

if everything in your world runs in a browser, then any computer will work, and you can be done reading this blog post. however, if you have any desktop solutions that you need to run remotely, you will need a hosted option for that application. you can host applications privately or publicly. read more →

forget value billing. focus on value building

april 1, 2017

by 卡塔尔世界杯常规比赛时间 research

finding new profits in client accounting services.

by chandra bhansali
ceo, accountantsworld

we have all heard a lot of buzz about value billing. it sounds like a great concept to boost a firm’s bottom line, but have you tried it. chances are you haven’t.

why not? because although it is a great theoretical concept, it’s too complex to implement. and there are various reasons why it is hard to implement in accounting practices.

why you need offsite backup

march 28, 2017

by roman h. kepczyk

data “snapshots” make restoration much simpler.

by roman h. kepczyk
quantum of paperless

your firm’s safety net in the event of any disaster is your data backup. it had better be consistently performed and securely stored offsite.

more on tech spending: time to replace a server? consider the cloud | desktops vs. laptops | keep your tech budget updated | mandate training programs | 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.

typically, firms have a problem when the process they relied on to make the backups didn’t work or was not complete because new servers, drives or directories were added but not updated in the backup program.
read more →

desktops vs. laptops

march 14, 2017

by roman h. kepczyk

being based in the cloud can extend workstation life.

by roman h. kepczyk
quantum of paperless

getting the right mix of mobility is critical for firms today.

more on tech spending: use scanners to capture source documents | monitor real estate: more is better | why you need an independent security review | standardize quickbooks support (and bring your clients) | remote deposit saves in several ways | how efficient are your audits?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the accounting professional’s rule of thumb is that everyone who works out of the office one day per week or more and needs to be self-contained should have a laptop as their only machine. the obvious exception to this is for tax or administrative personnel who would never work from remote client sites, but have a computer at home that they can use to connect to the firm via a secure remote access solution.
read more →

h&r block lagging behind last year

march 13, 2017

by 卡塔尔世界杯常规比赛时间 research

down 7% so far this tax season. market share up.

by 卡塔尔世界杯常规比赛时间

h&r block reports that its pace of filing is down from the year-ago period, but not as much as the rest of the industry.

more tax season data: pro e-filing own 10% | tax refunds up slightly | tax filings data looking less squirrely | tax return filings still lag, but pros hold 57% of market | tax filings down, but irs blames the calendar

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

h&r block return volume outperformed industry results when compared to irs data reported through february 24. market share gains were realized in both the assisted and diy categories. in the assisted category, h&r block outperformed the industry with a decline of 8% compared to the irs reported decline of 13%. in the diy category, h&r block outperformed the industry with a decline of 5% compared to the irs reported decline of 8%. while overall industry and company volume is expected to improve during the second half of the tax season, company performance relative to the industry is expected to moderate given the conclusion of its free federal 1040ez and refund advance promotions on february 28.

use scanners to capture source documents

march 7, 2017

by roman h. kepczyk

data must be captured at three levels.

by roman h. kepczyk
quantum of paperless

one of the keys to optimizing production processes is capturing information at its “root” source. this means when data enters your firm, regardless of the format (mail, fax, email or on a flash drive). ideally, documents would be provided to the firm in a digital format such as secured email or preferably through a web portal, but the reality today is that a significant portion of accounting firm source documents

more on tech spending: monitor real estate: more is better | keep your tech budget updated | mandate training programs | turn to portal encryption
exclusively for pro members. log in here or 2022世界杯足球排名 today.

ideally, documents would be provided to the firm in a digital format such as secured email or preferably through a web portal, but the reality today is that a significant portion of accounting firm source documents continue to arrive from clients in a traditional paper format. your firm will need to develop processes to efficiently scan, name and store these documents.
read more →

survey results: security and id theft emerge as top tax season worry

march 5, 2017

by 卡塔尔世界杯常规比赛时间 research

even as irs sees declines.

by rick telberg
卡塔尔世界杯常规比赛时间

the 卡塔尔世界杯常规比赛时间 busy season survey is turning up a disturbing finding, one that looks like it’s only going to get worse. join the survey. get the answers

late and unprepared clients scored high, indicated by 41.6 percent of respondents. staffing issues, at 34 percent, was right up there, too. but the most common concern was security, privacy, and identity theft, checked off by 46.2 percent.

more on busy season: tax refunds up slightly | irs budget: penny-wise, pound-foolish | irs taxpayer advocate questions preparation of tax preparers | future state or future shock? irs watchdog warns of dubious irs plans |

join the survey. get the results.

tax season productivity hacks | tax filings data looking less squirrely | letting staff go after tax season | how to sell bundled tax services | survey results: who’s afraid of busy season 2017? | a little tax humor | tax return filings still lag, but pros hold 57% of market | checklist: 46 avoidable tax-filing errors – if clients only knew | survey results: practitioners bullish on busy season 2017 | free instant download: sample fee schedule for 1040s | tax filings down, but irs blames the calendar | busy season 2017 gets off to strong start | 2017 fee survey: price for non-itemized 1040s advances 6% to $176 | the annual tax meeting is dead. clients killed it. | mandatory saturdays stir controversy

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

it isn’t often that one category of concern reaches the mid-40s. in 2016, “clients late or unprepared” is the only one that’s consistently up there, ranging from a low of 47.3 in 2016 to 59.3 percent in 2010. but generally, the numbers for that category have been improving.

future state or future shock? irs watchdog warns of dubious irs plans

february 22, 2017

by 卡塔尔世界杯常规比赛时间 research

questionable solution: irs outsourcing taxpayer communication.

by rick telberg
卡塔尔世界杯常规比赛时间

a few years ago the internal revenue service launched a belt-tightening overhaul it called the future state.

the changes were devised with good intentions. the service wanted to deal with taxpayers more through the internet and less over the phone or in person. it would also expect taxpayers to hire outside tax specialists to give them advice that the irs had once offered as a free service.

ideally, all of this would reduce the cost of collecting taxes. but the taxpayer advocate service soon warned that the changes would lead to more aggravation and less goodwill among taxpayers. less goodwill, the tas said, could lead to less compliance, which translates into less revenue to the united states treasury.

the irs heard the warnings and initiated a country-wide series of forums and a website dedicated to explaining the future state plan. irs representatives even went before congress to explain that the service was not eliminating all phone or personal contact with taxpayers.

national taxpayer advocate nina olson, who heads the tas, commended the irs on these outreach efforts, but she felt that the real problems had not been addressed. the plan failed to consider and incorporate the needs and preferences of people who are expected to voluntarily comply with their tax obligations, i.e., american taxpayers.

monitor real estate: more is better

february 21, 2017

by roman h. kepczyk

no, one big screen is not just as good as multiple smaller ones.

by roman h. kepczyk
quantum of paperless

the best place to start the discussion on hardware is with monitors as it is the easiest place to see an immediate return on your it investment.

more on tech spending: keep your tech budget updated | develop monthly it flash reports | centralize contact administration | 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.

your monitors are your windows into all digitally stored information and are the foundation for improving every aspect of firm production. transitioning tax production processes from physical to digital requires that all input screens and source documents be simultaneously viewable in a convenient format, which today means more screen real estate per workstation.
read more →

lessons for accountants from self-driving cars

february 20, 2017

by hitendra patil

how to make the leap from sci-fi fantasy to business reality in six steps.

by hitendra patil
the definitive success guide to client accounting services

the uberization of accounting has already begun, and disruption is creating a “no-choice future” for some firms.

more: rotten tomatoes: what do your clients really think of you? | targeting the top 50 highest-paid client categories | survey results: decide to be decisive | the curious case of ‘the irreplaceable accountant’ | the three gears that drive success in the accounting business | brexit worries? worry more about cexits, texits and pexits | linkedin launches accountant-for-hire service | 4 pillars of future firm foundation | ‘uberizing’ means more than technology | you don’t think technology helps get new clients? | do you want a practice … or a business? | ‘decisiveness’ rated top trait for success in accounting business | tax season management: multi-tasking is a myth | 3 apps to automate business networking |

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

self-driving cars are meant to enrich human life. and therein are the hints of the future of the accounting profession. here’s how… read more →

survey results: who’s afraid of busy season 2017?

february 16, 2017

by 卡塔尔世界杯常规比赛时间 research

卡塔尔世界杯常规比赛时间 research projects shake-out of weaker firms.

by rick telberg
卡塔尔世界杯常规比赛时间

the difference between the potential winners and losers this busy season could hardly be more stark, according to a 卡塔尔世界杯常规比赛时间 analysis of the annual busy season outlook tracking survey.

while some 56 percent of accountants so far say they’re looking at a “better” or “much better” busy season this year than last year, a distinct minority of about 16 percent is bracing for problems, trouble and setbacks.

more on busy season: bullish on busy season 2017 | 46 avoidable tax-filing errors – if clients only knew | tax prep gets off to strong start | sample fee schedule for 1040s | tax filings down, but irs blames the calendar | survey results: busy season 2017 gets off to strong start | 2017 fee survey: price for non-itemized 1040s advances 6% to $176 | the annual tax meeting is dead. clients killed it. | reader sound-off: mandatory saturdays stir controversy | tax season opportunity kit free instant download | world envies low u.s. tax rates on luxury real estate transfers | the new small-business loophole you can drive a truck through

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

the annual survey tracks the attitudes, behaviors and benchmarks of tax and accounting professionals throughout the season, providing real-time metrics and trends by which practitioners can chart and steer their business plans. the survey remains open throughout the season, as an invitation to professionals to participate regularly. as a reward for joining the survey, participants are provided the first look at new topline findings. join the survey; get the results.

in examining some of their other responses, the reasons emerge with clarity. for instance, those expecting a “worse” year, are three times more likely than those expecting “better” season to cite the “general economic situation” as a chief concern, twice more likely to blame “competition from others,” a third more likely to report “technology or software problems, and a quarter more likely to be having problems with “new accounting and auditing” and staffing” issues. those issues cut to the heart of fundamental and basic operations. read more →

five powerpoint rules to live by

january 1, 2017

by steven sacks

essential tips for keeping the focus where it belongs: on you.

by steven e. sacks
solutions 2 results

have you ever attended a conference where the presenter plans to supplement his or her key topics by showing an illustration of what is being currently said?

more on presentations: diy design for social media | no more printouts at cpe programs? | four ways to ‘wow’ not-for-profit clients with powerpoint

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

do i look at the speaker or do i look at the slides? will the slides be available later or should i take notes now? should i move up 50 rows so the microscopic wording improves to barely readable? can i ask the speaker to back up a couple of slides?
read more →