technology

five crucial performance indicators for a monthly tech check

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tablet with green chart in hands of businessman“flash” reports to monitor infrastructure and projects.

by roman h. kepczyk
quantum of paperless

most firms have a line partner or firm administrator overseeing the firm’s information technology department.

more on tech spending: outsource some security functions | use collaboration technology to improve your firm | standardize your quickbooks support | remote banking offers instant roi | how to stop ‘overauditing’
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they 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 tech initiatives and report to management.
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when to outsource some security functions

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annual staff training is a must-have.

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 on tech spending: use collaboration technology to improve your firm | mandate training programs, accountability | portals are vital for secure file transfer | deliver all reports digitally | how audit field equipment has changed | how and why to establish firm procedures manuals | devil’s in the details of digital file delivery |
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the firm has a fiduciary responsibility to protect this data from anyone not specifically authorized to view it.
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mandate training programs, accountability

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three young businessmen in office training sessionprocesses make it easier to achieve results.

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 your quickbooks support | remote banking offers instant roi | how to stop ‘overauditing’ | devil’s in the details of digital file delivery
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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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centralize contact administration

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woman entering information on computernew information needs to be shared.

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 your quickbooks support | portals are vital for secure file transfer | deliver all reports digitally
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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.
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standardize your quickbooks support

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key with word "license" for teethhow many versions do you support … and why?

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: portals are vital for secure file transfer | why you should process ap digitally | revamp daily t&e entry | is your tax workflow digital yet? | the 4 types of firm knowledge
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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. firms have found that it is significantly more productive to support no more than the three most recent versions and to either require the client to update their software or include the cost within the monthly service fee.
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