survey: xcm tops workflow choices
11.6% not considering any options at all.
accounting firm operations and technology survey
technology
develop monthly it ‘flash’ reports
it should be a quick read, similar to a financial statement.
by roman h. kepczyk
quantum of paperless
most firms have a line partner or firm administrator overseeing the firm’s information technology department.
more: why you need an independent security review | ‘learning culture’ requires standardized processes | how to transfer files securely | going digital with a/p processing | avoid over-auditing with ‘document containers’
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these personnel may have an interest in information technology, but their primary responsibility often lies in other production areas. they need a way to efficiently oversee the firm’s it initiatives and report to management.
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why you need an independent security review
then follow up every few years.
by roman h. kepczyk
quantum of paperless
going “paperless” means that all firm files and client data will be digitally stored on the firm’s network, which is almost always accessible to firm personnel via internal workstations and remotely via the internet.
more: ‘learning culture’ requires standardized processes | centralize contact administration | how digital a/p processing boosts productivity | how an ‘owner’s drawer’ boosts security | the top portable monitors for auditors | why scanning procedures matter
the firm has a fiduciary responsibility to protect this data from anyone not specifically authorized to view it.
‘learning culture’ requires standardized processes
make training a priority.
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: centralize contact administration | cutting your quickbooks costs | reclaim time with remote deposit | why daily t/e entry should be required | why your firm needs procedure manuals | digital tax workflow requires a system, not projects | survey: 60% of firms employ remote access tools
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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centralize contact administration
your practice management application will be home base.
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: cutting your quickbooks costs | how to transfer files securely | going digital with a/p processing | avoid over-auditing with ‘document containers’ | beyond email: new digital tools | who deletes documents and when?
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.
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