survey: auditors rely on excel for scheduling
do your auditors utilize a digital audit scheduling tool (other than excel)? read more →
here’s what you’re looking for: roman h. kepczyk
survey: the best way to handle crm
everyone entering their own info? not the best choice.
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: survey: 61% of auditors commonly use data extraction tools | standardize your firm’s quickbooks support | make your accounts payable digital | survey: 62% of field auditors use multiple monitors | enter t&e daily
exclusively for pro members. log in here or 2022世界杯足球排名 today.
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.
read more →
survey: 61% of auditors commonly use data extraction tools
do your auditors utilize data extraction tools on the majority of their engagements? read more →
standardize your firm’s quickbooks support
plus a way to make it more cost-effective.
by roman h. kepczyk
quantum of paperless
in the united states, quickbooks is by far 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: portals, encryption vital to securing client documents | survey: cch tops audit solutions | remote deposit saves 130 hours per year | survey: 76% of auditors rely heavily on remote access | digital swap stems ‘overauditing’ | survey: vertical monitors not the norm yet
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.
read more →
portals, encryption vital to securing client documents
passwords? not enough; those can be removed.
by roman h. kepczyk
quantum of paperless
when dealing with digital files, the most effective way to transfer them is electronically over the internet, either with secured email or through a portal.
more: survey: cch tops audit solutions | make your accounts payable digital | survey: 62% of field auditors use multiple monitors | enter t&e daily | survey: firms divided on esignatures | firms need ‘best practices’ manuals | telling clients: go digital, or just go
many firms have emailed clients copies of tax returns and financial statements over the years. unfortunately, this is not always the most secure method as the firm does not have control of the various internet service providers and the relay servers between the firm’s email server and the client’s email account.
read more →
survey: cch tops audit solutions
does your firm utilize a single vendor for audit programs/engagement binders?
if yes, which tools:
make your accounts payable digital
look for cash rebates.
by roman h. kepczyk
quantum of paperless
processing accounts payable is another of the manually intensive processes within the firm’s administrative department that can be significantly streamlined through digital processes.
more: remote deposit saves 130 hours per year | survey: 76% of auditors rely heavily on remote access | enter t&e daily | survey: firms divided on esignatures | firms need ‘best practices’ manuals
consider how many “touches” a single payable creates: receipt of the invoice, timing of payment in a folder, writing the check and attaching the stub, sending it to an owner for signature, filing a copy of check with backup in its own folder, and stuffing, sealing and sending the check to the vendor.
read more →
survey: fewer field auditors carry scanners
do auditors carry any of the following into the field the majority of the time?