here’s what you’re looking for: roman h. kepczyk

start thinking in terms of screen capacity.

by roman h. kepczyk
quantum of paperless: technology guide & checklist

the best place to start the discussion on hardware is with monitors, as it is the easiest place to see an immediate return on your it investment. your monitors are your windows into all digitally stored information and are the foundation for improving every aspect of firm production.

more: it deserves a strategic plan and budget | why you need an independent security review | cutting your quickbooks costs | reclaim time with remote deposit | why daily t/e entry should be required | why your firm needs procedure manuals
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transitioning tax production processes from physical to digital requires that all input screens and source documents be simultaneously viewable in a convenient format, which today means more screen real estate per workstation.
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consider cloud hosting.

by roman h. kepczyk
quantum of paperless

we have all heard the saying that if you don’t know where you are going, you’ll end up going nowhere (or… you won’t ever get there). unfortunately, many accounting firms do not do a good job of integrating their information technology requirements into the firm’s overall strategic vision.

more: why you need an independent security review | ‘learning culture’ requires standardized processes | how to transfer files securely | going digital with a/p processing | avoid over-auditing with ‘document containers’ | beyond email: new digital tools | who deletes documents and when?
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information technology impacts virtually every aspect of accounting firm production and is usually the biggest expense after your personnel costs. accordingly, it should be managed as the critically important asset that it is.
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it should be a quick read, similar to a financial statement.

by roman h. kepczyk
quantum of paperless

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

more: why you need an independent security review | ‘learning culture’ requires standardized processes | how to transfer files securely | going digital with a/p processing | avoid over-auditing with ‘document containers’
exclusively for pro members. log in here or 2022世界杯足球排名 today.

these personnel 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 it initiatives and report to management.
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then follow up every few years.

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: ‘learning culture’ requires standardized processes | centralize contact administration | how digital a/p processing boosts productivity | how an ‘owner’s drawer’ boosts security | the top portable monitors for auditors | why scanning procedures matter
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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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make training a priority.

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: centralize contact administration | cutting your quickbooks costs | reclaim time with remote deposit | why daily t/e entry should be required | why your firm needs procedure manuals | digital tax workflow requires a system, not projects | survey: 60% of firms employ remote access tools
exclusively for pro members. log in here or 2022世界杯足球排名 today.

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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your practice management application will be home base.

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: cutting your quickbooks costs | how to transfer files securely | going digital with a/p processing | avoid over-auditing with ‘document containers’ | beyond email: new digital tools | who deletes documents and when?
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.
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are licenses getting too pricey? there’s a workaround.

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 in supporting quickbooks.

more: how to transfer files securely | how digital a/p processing boosts productivity | how an ‘owner’s drawer’ boosts security | the top portable monitors for auditors | why scanning procedures matter
exclusively for pro members. log in here or 2022世界杯足球排名 today.

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 of these jobs.
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portals should integrate with your workflow software.

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: how digital a/p processing boosts productivity | reclaim time with remote deposit | why daily t/e entry should be required | digital tax workflow requires a system, not projects | survey: 60% of firms employ remote access tools | collaboration should tie in messaging | the best defense against malware
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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.
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dedicate one credit card to this purpose.

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: reclaim time with remote deposit | going digital with a/p processing | avoid over-auditing with ‘document containers’ | beyond email: new digital tools | who deletes documents and when? | capture firm knowledge on an intranet
exclusively for pro members. log in here or 2022世界杯足球排名 today.

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. now imagine doing this a hundred times per month, every month. imagine the volume of physical accounts payable vendor files both onsite and in storage, that can be eliminated by storing these images digitally.
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banks often provide the scanners.

by roman h. kepczyk
quantum of paperless

one of the easiest processes to convert to paperless with an immediate roi is the firm’s system for depositing client checks. manually receiving and physically going to the bank to deposit checks can be time-consuming and subject to too many errors.

more: going digital with a/p processing | how an ‘owner’s drawer’ boosts security | the top portable monitors for auditors | why scanning procedures matter | using databases for document management | survey: firms split on mobile device management
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the manual procedure requires firms open mail on a daily basis, make copies to file in a binder, complete deposit slips and then send a person physically to the bank, which can easily take a half hour every day, five days per week, 52 weeks per year.
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