getting new clients: what’s working, what’s not

referrals remain stalwart. social media weakens. websites advance.

portrait of young businessman with paper airplane. success, creative and startup concept.

by 卡塔尔世界杯常规比赛时间

some practices just need more clients. some need a more cost-effective way to find them and sign them up. some are looking for ways to liberate their less profitable or more difficult clients and replace them with others more conducive to getting the job done with minimal hassle and maximum moolah.

the new accounting firm operations and technology survey gives us some insight into what firms across the nation are doing to attract clients.

to no one’s surprise, referrals from current clients remains the most common source of new clients. no fewer than 95.1% of respondents report referrals as a sales channel. that number was close to consistent across all sizes of firms. for solo practitioners, it was 94.2%. it was highest for small firms (1-10 employees) at 96.8%. it was lower for mid-sized firms (11-50 employees) at 93.9%, and lowest of all for large firms, where referrals are the source of 92% of new clients.

what’s interesting, however, is that the overall percent has increased since last year, when 92.6% reported new clients by referral. with all the new and burgeoning sources of information — social media, websites, internet advertising — why are referrals an increasing source of clients? read more →

tech survey: email moves to the cloud

exchange servers and outside hosting services increasingly popular for cpa firm email systems. learn more.

accountants move email systems to the cloud.

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

more of america’s cpa firms are choosing externally hosted email systems over internal exchange servers, according to the accounting firm operations and technology survey from nmgi and insight research group.

between 2014 and 2015, the number of firms using their own exchange server for emails dropped significantly from 47 percent to 38.3 percent.

in a parallel shift, the hosting of email outside the office increased from 53 percent to 61.7 percent. read more →

survey results: deal-savvy cpas look to lenovo computers

lenovo challenges dell and hp’s dominance with competitive pricing on desktops.

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primary desktop computer, most recently purchased, accounting firms of all sizes. learn more.
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the accounting firm operations and technology survey

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

attracted by competitive pricing, accountants are increasingly turning to lenovo as their primary desktop computer and challenging the dominant positions of dell and hewlett-packard, according to new survey results available from 卡塔尔世界杯常规比赛时间.

to be sure, the accounting firm operations and technology survey shows lenovo still dwarfed by dell and hp. but dell’s position is hardly changing, hp’s appears to be declining and lenovo is coming on strong, almost doubling its share of the profession. read more →

the tech risks accountants would rather ignore

computer infectionnew study reveals widespread weaknesses in accounting firm technology strategies.

by rick telberg
卡塔尔世界杯常规比赛时间 research

accountants aren’t known for their risky decisions. quite the opposite, in fact. in most things, accountants are paragons of caution and care.

that’s, “in most things.”

but as the “accounting firm operations and technology survey,” published by 卡塔尔世界杯常规比赛时间, shows again and again, accountants are taking sometimes potentially disastrous risks with their firms and – worse – with their clients. read more →

10 (nearly) painless ways to keep up to date with technology

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

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i have a small firm and i’m overwhelmed with all the new technology things i’m hearing about. how can i keep up to date?

response: i personally am astounded at what is out there. it is way beyond me.

related survey results: how accountants keep up with tech trends

here are 10 ways you can stay ahead of the curve: read more →

soloists drive mobile tech trend in accounting

smallest practices find new profits in going virtual as larger firms would prefer to cut staff and delay tech upgrades.

soloists gone mobile

卡塔尔世界杯常规比赛时间 exclusive

if you’re a sole practitioner, there’s a 4 in 10 chance you’re reading this outside the office – at home, on the bus, maybe while waiting in line at the dmv, according to the accounting firm operations and technology survey.

related: accountants find power and freedom in mobile tech  |  how firms are adapting to the new mobile workforce  |  new client opportunities with mobile apps  |  cloud & mobile technologies drive change in tax and accounting

the new survey of almost 300 professionals shows that 44% of sole practitioners report they work out of the office more than a quarter of the time, placing them in the vanguard of the mobile workforce trend. in fact, 5 percent use no office at all, reporting instead they work virtually – maybe from home, car, a client’s desk or even a starbucks. (though we suppose those grande mocha light frappuccinos add up.)

read more →

survey: how accountants keep up with tech trends

top strategy: compare with peers.

卡塔尔世界杯常规比赛时间 exclusive

the pace of change in technology is leaving accountants so dazed and confused that about half of all practitioners say merely “keeping up” is one of their biggest technology-related problems. cost comes second.

accountants are so fed up with the staggering pace of developments that you couldn’t pay them enough to try a new software product “while drinking umbrella drinks on a beach at vendor expense,” according to randy johnston and leslie garrett, writing in the new accounting firm operations and technology survey. they caution, however, that “if you dislike change, you’re going to dislike irrelevance even more.”

the survey reveals the top tactics accountants are employing to stay up to date and make informed decisions – starting with keeping close tabs on their colleagues and competitors. read more →

how firms are adapting to the new mobile workforce

breakfast and workingnew benchmarks and insights on remote access, the internet and telecommunications.

by randolph johnston, leslie garrett phd,
and brian f. tankersley, cpa.citp, cgma

the accounting firm operations and technology survey

working remotely can occur from home offices and from a client’s location. when individuals have access to the support technology and data they need to do their work, and when they can be held accountable for their performance when working remotely, where they are located when getting work done matters less. read more →

cpa firms lag in tech security, controls

computer tech lock istock_000011879042smalltech survey: many firms blithely unaware of vulnerabilities

by randolph johnston, leslie garrett phd,
and brian f. tankersley, cpa.citp, cgma

the accounting firm operations and technology survey

accounting professionals are obligated to maintain the integrity and security of clients’ data. the survey reveals firms seem to install technology and let it run without controls.

additionally, smaller firms perceive less risk and may have incorrectly concluded they are not a target for outside attack. conversely, firms may not have the expertise, budget or desire to manage technology in use. read more →