survey: are you reading this in the office?
odds are, you may be working from home.
technology
compliance is not dead, it’s evolving
personal education is key.
by seth fineberg
accounting firm operations and technology survey
for all of the talk of automation taking away basic accounting work and the bell tolling for any practitioner not moving toward more advisory work, the fact is compliance is not going away.
if anything, the evolution of technology has made compliance work easier – and i dare say more profitable – for particularly small accounting firms that rely on this work as an annuity, their “bread and butter” if you will. the point is, and particularly for the small firms that make up the majority of the accounting profession, compliance is not going away but it is evolving.
read more →
why your firm needs procedure manuals
make sure you include all steps.
by roman h. kepczyk
quantum of paperless
every firm has accountants who are 10 percent, 20 percent or even 50 percent more productive in their departments than other personnel because they have simply “figured it out.” unfortunately, when these people leave the firm, their unique knowledge of specific processes and shortcuts goes with them.
more: beyond email: new digital tools | why scanning procedures matter | using databases for document management | survey: firms split on mobile device management | need internet? grab your phone | survey: im still not common at cpa firms
exclusively for pro members. log in here or 2022世界杯足球排名 today.
it is the responsibility of firms to capture these individuals’ best practices so that that specific knowledge can be shared and accessed by all firm members both now and in the future. this can be accomplished by making a concerted effort to develop a best practices manual within each department.
read more →
beyond email: new digital tools
the top 3 remote screen control tools to help clients.
by roman h. kepczyk
quantum of paperless
one of the most critical steps in transitioning a firm to a “paperless” environment is capturing information in a digital format at its “root” source as that information enters the firm.
more: why scanning procedures matter | digital tax workflow requires a system, not projects | survey: 60% of firms employ remote access tools | collaboration should tie in messaging
at the base level, this means having clients provide you information in a digital format, which can be done via email, digital fax or through a portal rather than with a physical document. while email is currently the most prevalent tool utilized by clients, it is anticipated the security concerns will help clients transition toward portals.
read more →
why scanning procedures matter
cpas’ top picks: fujitsu fi and canon dr.
by roman h. kepczyk
quantum of paperless
for the next few years, it is anticipated that accounting firm clients will continue to deliver a significant amount of their organizers and supporting tax documents to the firm in a physical format. to utilize this information in a paperless environment, it must be effectively scanned and managed at the lowest possible cost.
more: digital tax workflow requires a system, not projects | who deletes documents and when? | capture firm knowledge on an intranet | survey: how many firms back up data to the internet? | the new risks in cloud efficiencies | survey: how many firms use unified messaging? | is it time to update your offsite backups?
early paperless adopters scanned the tax return and the supporting documents at the back end of the process when a return was complete. this is still usually the first step when firms transition from a completely manual environment.
read more →