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 →