survey: digitizing employee evaluations
does your firm utilize a digital hr managing employee evaluations? 21% do. here are the apps they use…
253 search results for "by roman"
scanners: how the smart firms do it
solutions from centralization to smartphones. plus two best-practices recommendations.
by roman h. kepczyk
quantum of paperless
one of the keys to optimizing production processes is capturing information at its “root” source. this means when data enters your firm, regardless of the format (mail, fax, email, portal or on a flash drive).
more: survey: only 14% go digital to manage recruiting | the five rules of smart tech | survey: paper beats electronic for paying bills | survey: the trouble that lurks in old files | your it strategic plan needs a budget | 2019: the biggest tech changes yet
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ideally, source documents would be provided to the firm in a digital format such as secured email or preferably through a web portal, but the reality today is that a significant portion of accounting firm source documents continue to arrive from clients in a traditional paper format.
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give monitors the respect they deserve
dual monitors are just a starting point.
by roman h. kepczyk
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: survey: 71% use remote check scanners | survey: paper beats electronic for paying bills | survey: the trouble that lurks in old files | survey: when clients supply digital audit docs | firm security needs an independent review | survey: auditors rely on excel for scheduling | standardize your firm’s quickbooks support | make your accounts payable digital
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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survey: 71% use remote check scanners
does your firm utilize a remote check scanner in your office to deposit client checks? read more →
your strategic technology plan needs a budget
do as you tell your clients to do.
by roman h. kepczyk
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: survey: 57% of clients provide audit documents digitally | 2019: the biggest tech changes yet | survey: digital audit confirmations not the norm | survey: the best way to handle crm | portals, encryption vital to securing client documents
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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survey: when clients supply digital audit docs
do your auditors receive the majority of source documents from clients digitally before the start of an audit? read more →
2019: the biggest tech changes yet
new data tools mean new opportunities for trusted advisors.
by roman h. kepczyk
the rosenberg map study of cpa firm statistics
outstanding! this is the most profitable year ever with similar sentiments echoed by virtually every firm i partnered with.
more from the map survey: why you need a tech strategy consultant | 2019: tech isn’t the problem. it’s the solution | 2019: using m&a to launch consulting | 2019 trends: client service changes | staff policies improve, but not mentoring
with my focus being strategic it production and workflow, i’m seeing the cloud, workflow optimization, and security surfacing as the top three trends impacting firms. read more →
report monthly on tech kpis
what are your core initiatives?
by roman h. kepczyk
quantum of paperless
most firms have a line partner or firm administrator overseeing the firm’s information technology department.
more: firm security needs an independent review | survey: digital audit confirmations not the norm | survey: the best way to handle crm | portals, encryption vital to securing client documents | survey: fewer field auditors carry scanners
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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