survey: have you dumped manual invoices yet?
are the majority of invoices prepared onscreen rather than completed on manual billing sheets? read more →
are the majority of invoices prepared onscreen rather than completed on manual billing sheets? read more →
by roman h. kepczyk
quantum of paperless
your firm’s safety net in the event of any disaster is your data backup. it better be consistently performed and securely stored offsite.
more: survey: how many firms run on dashboards? | file server replacement not for the inexperienced | survey: when firms track cpe digitally | survey: only 14% go digital to manage recruiting | survey: 71% use remote check scanners | survey: are you still writing paper checks? | your it strategic plan needs a budget
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typically, firms have a problem when the process they relied on to make the backups didn’t work or was not complete because new servers, drives or directories were added but not updated in the backup program. this is becoming a common problem as more data and more applications add significantly more volume, making the backup application require more storage and a longer running time to complete.
here’s what you need to do:
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hint: not enough.
by roman h. kepczyk
quantum of paperless
do firm personnel utilize information dashboards within your practice management application to update internal reporting information?
this is the time to consider cloud options.
by roman h. kepczyk
quantum of paperless
the traditional core computers used for operating all applications are file servers managed internally within the firm.
more: survey: who stores cpe certificates digitally? | today’s best laptops for accountants | scanners: how the smart firms do it | give monitors the respect they deserve | survey: cpa firms’ top archiving apps
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down time for a day or two is a disaster. if an “out of service” stoppage stretches to a week or more, partner income will suffer measurably.
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and which software products they use.
by roman h. kepczyk
quantum of paperless: the partners guide to accounting firm optimization read more →
survey shows favorite brands and best configurations.
by roman h. kepczyk
quantum of paperless
getting the right mix of mobility is critical for firms today. the accounting professional’s rule of thumb is that everyone who works out of the office one day per week or more and needs to be self-contained should have a laptop as their only machine.
more: survey: firms tracking cpe digitally | survey: digitizing employee evaluations | the five rules of smart tech
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the obvious exception to this is for tax or administrative personnel who would never work from remote client sites and have a computer at home that they can use to connect to the firm via a secure remote access solution.
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does your firm utilize a digital hr managing employee evaluations? 21% do. here are the apps they use…