10 radical steps into the cloud

the bottom line is this: the specific technology you use doesn’t matter.

by jody padar
the radical cpa

once you decide on what cloud software you want to use, here are the 10 steps you need in order to make the transition:

step 1: adopt for your own practice. choose an online software you’d like to try and input your financials. it’s the easiest move to make, and you’ll learn a lot during the process. you’re the most intimate with your own financials, so start there.

more on radicalism: six competitive advantages for the radical cpa | radical tenet #1: embrace the cloud | radical customers are on their way | the market is moving toward the radicals | 5 radical transparencies; are you ready? | 4 questions radical firms must face | being radical is all about your customer | being radical starts with being the change | why start being radical now? | going radical: the 4 tenets of a ‘new firm’ | why should cpas be radical? | the roots of ‘radical’ cpas | the first 3 questions i should have asked before starting my own practice

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i currently run our financials in three sets of software, xero, sage one and quickbooks online. why? because i want to know what’s happening in all three products — and which one works best for me. i would also suggest playing with bill.com. it’s how you’re going to learn best how to use it. read more →

six competitive advantages for the radical cpa

there are tools for all sizes and needs.

by jody padar
the radical cpa

we’ve said the backups and the intangibles outweigh the little annoyances. but what specifically will you gain from moving to the cloud?

more on radicalism: radical tenet #1: embrace the cloud | radical customers are on their way | the market is moving toward the radicals | 5 radical transparencies; are you ready? | 4 questions radical firms must face | being radical is all about your customer | being radical starts with being the change | why start being radical now? | going radical: the 4 tenets of a ‘new firm’ | why should cpas be radical? | the roots of ‘radical’ cpas | the first 3 questions i should have asked before starting my own practice

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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going radical: the 4 tenets of a ‘new firm’

happy young businessman jumping in tornadothere are 4 keys, but they come down to meeting needs.

by jody padar
the radical cpa

people often ask me: what makes a firm a “new firm?” there are four fundamental tenets.

more on radicalism: why should cpas be radical? | the roots of ‘radical’ cpas | the first 3 questions i should have asked before starting my own practice

these four tenets, although adopted dif­ferently within each firm, compromise a new set of values that most of the “movement” firms embrace. ready? here we go:
read more →

10 ways to get new 1040 clients

ed mendlowitz cpa the practice doctor q and a
send ed your questions

and 5 ways to get more business tax clients.

question: i need a few more clients for tax season. any suggestions?

response: since we will be getting ready for tax season now is a good time to address this. here are two checklists, one for individual returns, the other for business client returns.

checklist: 10 ways to get new individual tax clients read more →

the newest top ten tech trends in tax and accounting

beyond paperless: cpa firms launch a new arms race for cloud and mobile technologies.

by rick telberg
卡塔尔世界杯常规比赛时间 research

leading cpa firms have clearly broken the going-paperless barrier and are adopting cloud and mobile technologies at a record pace, according to new data obtained by 卡塔尔世界杯常规比赛时间 research.

indeed, the question for practitioners is no longer “have you gone paperless yet?” or even “how paperless have you gone?” it is now “how much of your workflows have you moved to the cloud and made mobile and accessible everywhere and any time?” and the rest of the firms are asking themselves, “can i catch up?”

the trend is, of course, a daily challenge for the profession, which 卡塔尔世界杯常规比赛时间 covers in depth: 卡塔尔世界杯常规比赛时间 analysis: 40% of firms going to the cloud  |  how apple is changing your business  | accounting firm leaders agree: the cloud is here  |  11 things you take for granted today that technology will kill within six years  |  top 10 tech predictions for your business clients  |  cloud & mobile technologies drive change in tax and accounting  |    five questions to ask before going to the cloud  |   “the cloud is real”  |  the powerful mega-trends behind the upheaval at sage software  |   cpas in top 100 accounting firms get an “a” for adoption of cloud, portable document scanners and workflow management technologies    |    top tech habits of high-performing firms  |  seven tech lessons for busy season   |

but the pace is astonishing. a new survey of 115 of some of the best-managed firms in the business shows:

  • smart phones for handling email, contacts and schedules are all but universal.
  • email now dominates client communications, not the phone call.
  • paper w2’s and 1099’s are practically extinct, having been scanned at first touch.
  • and if you’re using only two monitors on your desk, you’re getting left behind. most of the advanced firms are now using three per person. and that’s not counting the smartphones or ipads that are always nearby.

the survey shows, for instance: read more →

hackers show how to break into major accounting software systems

the hacker transfers receivables credit balances to payables in gp dynamics (from the white paper)

pro members: get the details in an instant download.

by rick telberg

when finance and accounting professionals worry about computer security, they may think about stolen laptops, purloined passwords, or lost backup drives.

but few worry about hacker attacks against their accounting system software, the kind of attacks that could bring down an entire business or even up-end part of the global accounting system.

well, start worrying.

a pair of computer science security experts has unveiled new research that shows just how easy it might be to crack into such commonly used software systems as sap, oracle, or even quickbooks, sage or microsoft’s dynamics.

get the details in an instant download. click here…

read more →

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