accounting firm operations and technology survey, author at 卡塔尔世界杯常规比赛时间 - page 2 of 13

52% of firms look outside for it support

“i’ll just handle it myself” is the answer for 28 percent.

the accounting firm operations and technology survey

more than half of accounting firms look outside their walls to solve information technology issues, but that doesn’t mean they all do it the same way.

more: pandemic changed work for 64% | pandemic? what pandemic? | m&a looms large for 30% of firms | today’s top 3 tech problems: security, client onboarding and workflow | today’s top 3 problems: staffing, workflow and tech
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an external consultant is an answer 30.9 percent of the time, for projects or as needed, with a managed service provider taking on the rest. of respondents who handle things on their own, 80 percent are solo practitioners, while full-time it staff or an it department are 60 percent likely at extra-large firms. read more →

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firms battle disruptions in communications and workflows

next up? scheduling and paper.

the accounting firm operations and technology survey

covid-19 and its variants forced a number of challenges upon the accounting profession. accountants are telling us that tops on that list were communication and workflow, at 49.4 and 49.1 percent respectively. even solos felt the burn, at 40.6%, so it wasn’t all internal communication to blame, although large firms of 51-100 felt it most sharply, at 60%.

survey results

**top corona problems:** communication, workflow, and digitizing paper top the list.

more: pandemic changed work for 64% | pandemic? what pandemic? | m&a looms large for 30% of firms | today’s top 3 tech problems: security, client onboarding and workflow | today’s top 3 problems: staffing, workflow and tech
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some responses that didn’t hit the top six still were notable. postal mail was called out by 21.9 percent, including 40 percent of solos and 33.3 percent of large firms. solos also reported phone calls and lost income at 24.6 percent. despite most groups saying lost income was a challenge, relatively few put that figure anywhere near the one for paying bills, except extra-large firms noting 11.8 percent difficulty with lost income and 5.9 percent with paying bills.

details by firm size read more →

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pandemic changed work for 64%

extra-large firms had the easiest going.

the accounting firm operations and technology survey

covid-19 threw some in accounting – 3 percent – into turmoil, while 61.4 percent reported that some change was in order.

more: pandemic? what pandemic? | m&a looms large for 30% of firms | today’s top 3 tech problems: security, client onboarding and workflow | today’s top 3 problems: staffing, workflow and tech
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charts & graphs

pandemic? what pandemic?

how some firms are flourishing in the new normal.

the accounting firm operations and technology survey

one of the benefits of an annual report such as the accounting firm operations and technology survey is the opportunity to see not only the current sentiments but those from years before. sometimes, though, new issues arise and are momentous to warrant inclusion via a new question … as when covid-19 crashed onto the scene.

more: m&a looms large for 30% of firms | today’s top 3 tech problems: security, client onboarding and workflow | today’s top 3 management problems: staffing, workflow and tech
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of those working at home for the first time, by far the largest group fell into large firms of 51 to 100 employees, where 93.3 percent were new to remote work. medium and extra-large flanked them in those results, at 51.9 percent and 47.1 percent respectively. see table: read more →

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m&a looms large for 30% of firms

most solos are happy as they are.

the accounting firm operations and technology survey

mergers and acquisitions for growth are on the minds of 30% of accounting firms, whether within the next year or further out. however, 56% have no such inclination and say a flat “no” to the prospect.

more: today’s top 3 tech problems: security, client onboarding and workflow | today’s top 3 problems: staffing, workflow and tech
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for some firms, of course, these activities are options to be acquired. medium firms (11-50) top that interest at 9.6%, while 5.1% of small firms and 3.1% of solos are investigating their options, in the table below.

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today’s top 3 tech problems: security, client onboarding and workflow

process automation and tech strategy make the list.

the accounting firm operations and technology survey

security and risk management top the list of technology issues challenging accountants, but they’ve dropped over the past year. meanwhile, there’s growing concern over business process consistency and cost reduction.

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firm size plays a role. the largest firms register uniform business processes and integration challenges as their roughest points, while those rank at the low end for solos, who fret more over security and risk management.

both ends call out application updates more than those in the middle, and training worries mid-size firms more than anyone else.

charts & graphs

today’s top 3 problems: staffing, workflow and tech

cybersecurity, competing for clients and lagging profits make the list.

the accounting firm operations and technology survey

recruiting and retention may lead the list of issues accountants are facing. but problems in managing workflow have almost doubled in the last year.

and, while firms of all sizes share many of the same problems, there are stark differences through the spectrum of solo operators to the largest firms. for instance, about two-thirds of firms with 11 to 100 employees rate staffing as their chief concern, but larger firms aren’t having nearly as much trouble. the mid-size firms are leading in solving the workflow dilemmas, while the largest and smallest firms at opposite ends of the spectrum are having considerably more trouble.

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survey: the top 1040 scanning app

and how many firms don’t use any at all?

by randy johnston and brian tankersley
the accounting firm operations and technology survey

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survey: office 365 dominates accounting offices

google snags 2 percent.

by randy johnston and brian tankersley
the accounting firm operations and technology survey

more: survey: are scanners out of date? | zoom tops teams for now | how old is your desktop pc? | accountants’ favorite anti-virus apps | records management tops email challenges | 57% handle social media internally | merger? maybe
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charts & graphs

survey: are scanners out of date?

few firms use only personal scanners.

by randy johnston and brian tankersley
the accounting firm operations and technology survey

firms appear to be reducing their reliance on scanners as digitalization takes over.

more: survey: zoom tops teams for now | time to buy a new laptop? | your favorite desktop pc | 51% of accountants don’t use tablets | 78% use outside email servers
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charts & graphs

survey: zoom tops teams for now

… but “none of the above” beats them all.

by randy johnston and brian tankersley
the accounting firm operations and technology survey

…………………………………..

more: survey: time to buy a new laptop? | what’s tops in laptops? | how’s your i.t. firewall holding up? | how firms handle backups | 54% of it is outsourced | phone, email tied for client communication
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charts & graphs

survey: time to buy a new laptop?

how long do accountants wait?

by randy johnston and brian tankersley
the accounting firm operations and technology survey

more: survey: accountants’ favorite laptops | how old is your desktop pc? | accountants’ favorite anti-virus apps | records management tops email challenges | 57% handle social media internally
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more firms are getting on a regular schedule, with three years fast becoming the norm, except among the smallest firms.

charts & graphs

survey: what’s tops in laptops?

lenovo, hp more popular with solos. is it price?

by randy johnston and brian tankersley
the accounting firm operations and technology survey

more: survey: how old is your desktop pc? | your favorite desktop pc | 51% of accountants don’t use tablets | 78% use outside email servers | communication plan is to stay the course | your top tech problem? | what is the hardest part of your job? | tech spending slows
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accounting firm operations and technology survey

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randy johnston, chairman and ceo, network management group inc., brian tankersley, principal of tankersley consulting, and leslie garrett, phd, ceo of insight research group, are the principal authors of the annual accounting firm operations and technology survey report.

published by 卡塔尔世界杯常规比赛时间, available in softcover and in ebook formats, here:

accounting firm operations and technology survey

the report provides easy to understand bar charts and tables featuring three consecutive years of data which highlights trends in the profession. the survey results book also provides tables where survey respondents are segmented by size of firm, making it easy for accounting and tax professionals to benchmark their firm against others of the same size.

randy johnston has been an entrepreneur, technologist, and teacher for most of his career. he has helped start and run many businesses and currently owns both network management group inc. and part of k2 enterprises. randy is not afraid to tackle a business management problem or to get his hands dirty answering a low-level technical question. he is best known for his early and on-going expertise in networks, accounting software, paperless, and cpa firm technology. his expertise has grown to touch virtually every technology in the marketplace. he is particularly well known for his technology update overview presentation. he helps businesses with strategic technology planning, accounting software selection, document management selection and planning, and business continuity planning.

brian tankersley, cpa, citp, cgma is a consultant, author, and speaker who specializes in accounting technology issues. tankersley has spoken in 47 us states, and three canadian provinces, and writes for major accounting press outlets including cpa practice advisor and accountingweb. he is also a faculty member for yaeger cpa review.

leslie garrett, phd, is the ceo and founder of insight research group, a company dedicated to delivering powerful industry-precise surveys and research data analysis. leslie serves edge marketing, inc. as a marketing executive and industry analyst with expertise in marketing, public relations, search engine optimization, lead generation, and management. she is instrumental in leading edge’s corporate consulting and search engine optimization website analytics services, and has experience serving in the accounting and legal industries. prior to joining edge, leslie served as an executive in marketing and management positions in industry and taught marketing and management at the university of saint thomas in saint paul, minnesota and at saint cloud state university in saint cloud, minnesota.

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