the best scanners to buy today
scanners are critical tools. two to know: fujitsu and canon. a cpa firm cost-effective favorite: the fujitsu scansnap ix1500 by roman h. kepczyk quantum of paperless: technology guide & checklist…
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the more monitors, the better
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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the top portable monitors for working from home
what field auditors can teach us about working remotely under coronavirus conditions.
by roman h. kepczyk
quantum of paperless
the advent of today’s audit “document container” applications has transitioned every aspect of audit production into a digital format. but the equipment auditors have been adopting in the field is now painfully relevant with new coronavirus work-at-home mandates. we can apply a few lessons today.
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the key to successfully using these engagement applications is to make sure your personnel have the optimal equipment with them to work digitally. this includes multiple monitors, image capture equipment and remote communications capabilities.
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it deserves a strategic plan and budget
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?
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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develop monthly it ‘flash’ reports
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’
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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why you need an independent security review
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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2020 outlook: data import on the rise
microsoft power bi likely to become the visualization standard.
by roman h. kepczyk
quantum of paperless
security continues to be a significant and increasing threat, but many firm owners continue to assume it is being managed by their it team. we find traditional firm it does a good job on the internal components they control, but there are consistent shortfalls in the use of multifactor authentication, intrusion detection/prevention and staff training.
more: 2020 outlook: becoming the most valuable advisor | top three tips for 2020 success | 2020 outlook: where do you want to be? | 2020 outlook: dicey disruptions | 2020 outlook: upstream mergers | 2020 outlook: staffing gets creative
with cloud providers having significantly better security and disaster recovery resources than on-premise networks, we expect this will be another reason that the majority of firms give up managing their own networks (with the uber-large firms having their own it/security consulting being the exception). however, all firms need to be training personnel on safe computing when remote, on being suspicious of unexpected emails (phishing), as well as social engineering attacks that could expose their login/password as well as put the firm at risk of ransomware.
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‘learning culture’ requires standardized processes
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
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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