top tech choices for the virtual firm

why we choose what we choose.

by jody grunden

the tools that are used by a distributed firm with remote clients are going to vary greatly from those of a traditional brick-and-mortar firm.

more: creative perks for remote employees | traditional benefits for remote employees | the hidden cost of running a distributed company | how to develop your leadership team | 4 ways to bill clients | automation and the future of accounting | the only three metrics you need to measure staffers
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

every tool we consider or use has to be cloud-based. nothing can be restricted to a single computer or location.
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becoming the innovative firm of the future

illustration of cloud softwarehow standardized tech stacks can help.

by jody grunden

a large percentage of cpa firms in the u.s. employ fewer than 10 people. leading cpa firms are becoming more consultative, helping companies with more than just financial reporting.

more: creative perks for remote employees | traditional benefits for remote employees | the hidden cost of running a distributed company | how to develop your leadership team | 4 ways to bill clients | automation and the future of accounting | the only three metrics you need to measure staffers
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

they are also helping companies improve their margins and advising on industry trends and pending regulations that may have an effect on business. accounting is no longer just financial statements and tax returns, folks!
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creative perks for remote employees

dog sleeping in home office as woman works at computer in backgroundeducation and tech stipends? why not?

by jody grunden

in addition to the more traditional benefits, we also offer a few creative perks that i think our employees really appreciate, including an education stipend and a technology stipend.

more: traditional benefits for remote employees | keeping the right people on the bus | how to run effective leadership team meetings | disc helps remote team work together effectively | 3 ways to keep client files safe from security threats | the only three metrics you need to measure staffers
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

education stipend

we believe that continuing education keeps our team members sharp and ahead of the game. one of our core values is “curiosity” because we want our employees to always be thinking about how we can improve our services, become more efficient and do things better. we want people to think outside the box because we’re not a typical accounting firm, nor do we ever want to be one.
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traditional benefits for remote employees

woman sitting outside with laptop and smartphoneis skimping worth the cost in loyalty?

by jody grunden

traditional benefits often include things that many brick-and-mortar office workers take for granted such as paid time off, health insurance and a retirement plan.

more: keeping the right people on the bus | 10 interview questions for unlocking true potential | toss the org chart for an accountability chart | how core values affect remote work culture
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

why do i say these are taken for granted? well, some distributed companies may hire independent contractors to cut down on their expenses when it comes to “frivolous” things like this, but we believe in building a great place to work, and to us that means offering the kind of benefits that make employees feel secure and cared for.
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keeping the right people on the bus

illustration of different types of people connectednot everyone will work out, and that’s ok.

by jody grunden

there’s a common misnomer when it comes to retention and keeping people on the team. retention doesn’t mean keeping every single person on your team forever.

more: 10 interview questions for unlocking true potential | the hidden cost of running a distributed company | how to develop your leadership team | 4 ways to bill clients | automation and the future of accounting | the only three metrics you need to measure staffers
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

not only do you want to get the right people on the bus, but you also want to get those people into the right seats. we want summit cpa to be a great place to work, and we want great people to be working here. however, we realize it may not be the right place for every person.
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10 interview questions for unlocking true potential

how to think outside the (geographical) box and hire remotely.

by jody grunden

before our firm became a distributed company with a remote workforce, our hiring was naturally limited to a small geographical location – fort wayne, indiana.

more: the hidden cost of running a distributed company | how to run effective leadership team meetings | disc helps remote team work together effectively | 3 ways to keep client files safe from security threats | the rise of the virtual cfo
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when we really started to grow, we knew we needed to bring in more senior-level accountants to be able to handle the clients we were bringing in at such a rapid pace.

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the hidden costs of running a virtual cpa firm

happy business professionals giving high five hand slapcombine a retreat with cpe.

by jody grunden

with a brick-and-mortar company, there are a number of standard costs that you would expect to have, such as rent or mortgage, utilities, building repairs, furniture, technology, etc. the total amount of these kinds of costs typically falls in the range of 3-4 percent of the company’s annualized revenue. that amount can be pretty significant for a lot of companies.

more: how to run effective leadership team meetings | toss the org chart for an accountability chart | how core values affect remote work culture | how ‘tech stacks’ can help you standardize | ready to be a virtual cfo?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

some business owners may think they can save the company all of that money by going remote, but i personally believe that’s a terrible idea. while it’s true that a distributed company doesn’t have the costs that come with having a physical space, the very nature of a remote work environment results in a completely different and unique set of needs that should be considered in the company’s annual budget.
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build trust through transparency

make sure your people understand what they’re seeing.

by jody grunden

joel gascoigne, founder and ceo of buffer, a saas product that helps users schedule social media posts, has become very well known for building a transparent organization.

more: how to run effective leadership team meetings | toss the org chart for an accountability chart | how core values affect remote work culture | how ‘tech stacks’ can help you standardize
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

a few examples of the types of information that buffer shares publicly include salaries and equity shares of all team members, company saas metrics and things they’re learning in their journey – good and bad.

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