84 search results for accounting firm operations and technology

survey: the risks of subscription-based software

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businessman working on laptop with binary code in the backgroundplus 7 key findings on saas, remote access and more.

by randolph p. johnston, leslie garrett and brian f. tankersley
the accounting firm operations and technology survey

while subscription-based software has significant advantages, it also has some significant risks that need to be considered, including contingency planning, data backup, and data extraction and export when ending the relationship.

more from the survey: ins and outs of email, document storage | cloud software improves financial reporting | accountants quit trying to manage it themselves | how top tech vendors are failing cpas in the cloud | master change, master the future
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

firms should have a clear plan for how they will operate if the cloud service is down for a day or more, including having enough data offline to permit manual preparation of payroll, invoices and other time-sensitive transactions.
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survey: ins and outs of email, document storage

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businessman touching virtual buttons in server roomjudicial rules are another consideration.

key findings

  • thirty-eight percent archive email by storing it locally or on the pc or a local server.
  • forty-four percent have no document retention policy for purging digital files.

by randolph p. johnston, leslie garrett and brian f. tankersley
the accounting firm operations and technology survey

there are practical solutions for email archiving and document retention policies available to firms of all sizes.

more from the survey: windows 7 and windows server 2012 | accountants quit trying to manage it themselves |workflow management concerns many firms | accounting firms add new service lines | how top tech vendors are failing cpas in the cloud | master change, master the future | why every cpa firm is a tech company at heart
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we know that 56 percent of firms have email hosted outside the office. while all firms have the option to either run a solution in-house or to have a third party handle this obligation, the firms who use hosted email could also utilize add-in services for this task.
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survey: the new software scramble

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server rack floating on a cloudfirms switching programs more often than ever. but is that a good thing?

sample finding: the number of firms subscribing to office 365 is increasing 20% a year.

by randolph p. johnston and leslie garrett
the accounting firm operations and technology survey

we are seeing a high level of dissatisfaction among most firms with their software, and more firms have been changing software in the last three years than all of the switching we have seen in the previous three decades combined.

more from the survey: operating system updates cause headaches | accounting firms add new service lines | why every cpa firm is a tech company at heart
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we are concerned that many firms are signing long-term contracts for desktop solutions at the same time that some software is migrating to being hosted online.
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survey: four computer hardware issues to master

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technology eye digital plus 11 related key findings.

91 percent now work with two or more monitors

by randolph p. johnston and leslie garrett
the accounting firm operations and technology survey

while many people believe that computer hardware is a commodity, the quality of the hardware and the way you deploy the devices can make a significant difference in how well your firm works.

we will discuss here four issues associated with computer hardware: replacement cycles, the brand of the pc you purchase, monitor trends and scanner software.

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survey results: windows 7 and windows server 2012

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abstract illustration of binary data flowtips for minimizing the damage, especially from “upgrades” you weren’t expecting.

key findings

  • thirty-two percent use windows server 2012, and 24 percent use windows server 2008, which is an 8 percent decrease in the use of windows server 2008 over prior year results.
  • sixty percent are using windows 7 (64-bit) as their primary desktop operating system, 17 percent are using windows 8 and 12 percent are using windows 10, which is used most commonly among solo practitioners (27 percent).

by randolph p. johnston, leslie garrett and brian f. tankersley
the accounting firm operations and technology survey

choosing an operating system for your firm’s computers has a number of implications; it is not as obvious as one might think.

more from the survey: accountants quit trying to manage it themselves |workflow management concerns many firms | accounting firms add new service lines | how top tech vendors are failing cpas in the cloud | master change, master the future | why every cpa firm is a tech company at heart
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

there are issues surrounding your choice of an operating system that may be surprising to those who have not been following the it trade press, including the following:
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survey results: more accountants turning to experts for tech management

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young businessman drawing computer network against server backdroptablet and portal use rises.

by randolph p. johnston and leslie garrett
the accounting firm operations and technology survey

over the last 25 years, managing technology has become an increasingly important part of managing a firm. today’s staff members have video meetings with clients and team members around the world without the other party knowing whether they are wearing a suit in the office or wearing slippers in their living room.

more from the survey: survey results: workflow management concerns many firms | survey results: accounting firms add new service lines | survey results: how top tech vendors are failing cpas in the cloud | master change, master the future | why every cpa firm is a tech company at heart
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

just as it is not a good use of an entrepreneur’s time to try to learn the tax law, buy software and prepare all of their own tax returns, it is not a good use of a practitioner’s time to work on it issues. given the value of an accountant’s time performing client work, it makes little, if any sense to manage it yourself.
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survey results: today’s top productivity strategies

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weekly time sheet

workflow issues and process management rank as top concerns.

by randolph p. johnston and leslie garrett
the accounting firm operations and technology survey

workflow issues and process management rank as a top concerns for all segments, and practitioners have a new wave of workflow automation tools in early 2016, including karbon, pascal workflow, and scalus, which have just emerged from beta testing, while other new products such as intapp have entered the accounting profession after focusing in other professional markets.

more from the survey: survey results: accounting firms add new service lines | survey results: how top tech vendors are failing cpas in the cloud | master change, master the future | why every cpa firm is a tech company at heart
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

while innovation is good, we caution users to run pilot projects for a period of time on any workflow system before you implement.
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survey results: accounting firms add new service lines

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chart of increases in firm administratorsthe 7 most popular services, with payroll on the rise.

by 卡塔尔世界杯常规比赛时间 research
the accounting firm operations and technology survey

the 3rd annual accounting firm operations and technology survey provides a look inside the medicine cabinets of firms of all sizes.

more from the survey: master change, master the future | why every cpa firm is a tech company at heart
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in mapping trends, increases were seen in both service offerings and firm administrators.
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survey results: how top tech vendors are failing cpas in the cloud

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failed stamp showing reject and failuredon’t blame accountants.

by bob scott
the accounting firm operations and technology survey

the major question about accounting professionals and the cloud is not whether they are moving to web-based applications in greater numbers. the real question is what is necessary to make this as complete as it has been in other areas of the business market and with consumers.

more from the survey: master change, master the future | why every cpa firm is a tech company at heart
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the clear signs are there – the greater acceptance of portals although from a security perspective, although a troubling
number of practitioners still rely on email for transmitting tax documents.
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master change, master the future

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happy young businesspeople working at officehow savvy cpas turn old problems into new opportunities.

by rick telberg
the accounting firm operations and technology survey

the tax and accounting profession is entering a new era of competitive battles, marked by a thirst for new clients, a hunger for qualified employees, and a dire need for smarter, faster production processes.

indeed, the new accounting firm operations and technology survey shows that most solo practitioners say “attracting new clients” is their biggest challenge. among small firms, sized up to 10 persons, it’s “managing workflow.” at all larger firms, “recruiting and retention” is the primary issue.

clearly, the profession is fighting a three-front war. and some practitioners are trying to win with one hand tied behind their back.

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why every cpa firm is a tech company at heart

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businessman multitasking tech adobe stock 43099017it’s not just overhead.

by daniel hood
the accounting firm operations and technology survey

the conventional wisdom these days is, “all companies are technology companies,” because technology has so infiltrated every aspect of business that it is core to every company.

but that’s not quite true.

not all companies are tech companies — yet. but they need to be, and soon.

this is particularly true in the accounting profession, where so many firms are slow to adopt and reluctant to engage with new technologies.

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