make cybersecurity a client service option
check your own system first, then help others.
by penny breslin
it’s not just the numbers
coronavirus
cancer vaccine available by 2030?
imagine a world without cancer. is it possible?
by rick richardson
technology this week
some thoughts on in-person events
some thoughts on in-person events.
how the pandemic changed firm mindsets
take mindful advantage.
by hitendra patil
client accounting services: the definitive success guide
coronavirus caught the entire world totally unprepared for its aftermath. the impact on economies is unfathomable. accounting firms are not immune to this unprecedented situation. the deadly pandemic led to “working for home” a requirement for accounting firms. the alternative was a risk to life itself.
more: twelve clues it’s time to outsource or offshore | matching your tech to your cas clients | six steps to spreading cas awareness | hook your firm on cas | can you identify real cas prospects? | 8 ways to create your cas practice | do you value your cas value?
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firms scrambled to make technological arrangements to make remote working possible. it was a systemic shock to the decades of operating models of accounting firms. but over about four to six months into the pandemic, several firms recognized that it is possible to achieve good results by remote working.
read more →
the office is over
plus a worrying note on salaries.
by marc rosenberg
the rosenberg map survey: national study of cpa firm statistics
every year, we ask the industry’s top consultants to share their observations from cpa firms across the country. how do you think the next 12 months will unfold? and how would you assess the last 12 months?
more: outlook: private equity comes for accounting firms
here are my thoughts regarding 2023:
- firms will continue to struggle with all facets of remote work. firms will never get back to working in the office as a norm, not because of covid-19, but because their people – especially partners – don’t want to work in the office full-time.
the great resignation or a reshuffling?
how many in-person days make sense for your firm… and who decides?
by steven e. sacks
the concept of “quiet quitting” is now mainstream thought. summer 2022 is over, and with it, for many companies and their workers, their remote work arrangements.
more: four accountability steps for firm success | how to build a standout team | five keys to becoming a high-performing firm | assessing your firm | the 4 traits of great cpa leaders | why leaders must ensure clarity | incremental vs. exceptional success
many recognizable companies have sought to get back to some normality. some want workers to return to the office full-time, some have asked for a two- to three-day in-office arrangement, and some have viewed remote work as successful and see no reason to change anything for the foreseeable future.
workers will not easily accept these changes.
yes, you have the staffing for cas
five ways to make it easier.
by hitendra patil
client accounting services: the definitive success guide
when we asked firms what is stopping you from offering client accounting services, their top response was that they don’t have the staffing.
more: six steps to spreading cas awareness | finding profits in cas | cas is an upgrade pitch | why you can be a virtual cfo | clients’ new expectations | what cas is and isn’t
the #1 cas killer that emerged from the cas survey results is, unfortunately, also the most misconceived perception. it is a myth.
read more →
survey: you’re probably not reading this on an ipad
the only uptick appears at the end of the spectrum.
by the accounting firm operations and technology survey
portability has been popular in many ways, but somehow that isn’t extending to ipads and other tablets in the accounting profession.
more: cloud backup declining | only 19% of firms host email | pandemic changed work for 64% | today’s top 3 tech problems: security, client onboarding and workflow
among 卡塔尔世界杯常规比赛时间 readers, there’s a 74% chance you’re reading this on a desktop computer and a 25% chance you’re on a mobile device (most likely an iphone), with less than 1% probably using a tablet, based on our google analytics figures for the past 12 months.
the heaviest users of tablets and ipads are the largest firms.
read more →
firms battle disruptions in communications and workflows
next up? scheduling and paper.
the accounting firm operations and technology survey
covid-19 and its variants forced a number of challenges upon the accounting profession. accountants are telling us that tops on that list were communication and workflow, at 49.4 and 49.1 percent respectively. even solos felt the burn, at 40.6%, so it wasn’t all internal communication to blame, although large firms of 51-100 felt it most sharply, at 60%.
survey results
more: pandemic changed work for 64% | pandemic? what pandemic? | m&a looms large for 30% of firms | today’s top 3 tech problems: security, client onboarding and workflow | today’s top 3 problems: staffing, workflow and tech
some responses that didn’t hit the top six still were notable. postal mail was called out by 21.9 percent, including 40 percent of solos and 33.3 percent of large firms. solos also reported phone calls and lost income at 24.6 percent. despite most groups saying lost income was a challenge, relatively few put that figure anywhere near the one for paying bills, except extra-large firms noting 11.8 percent difficulty with lost income and 5.9 percent with paying bills.
details by firm size read more →
pandemic changed work for 64%
extra-large firms had the easiest going.
the accounting firm operations and technology survey
covid-19 threw some in accounting – 3 percent – into turmoil, while 61.4 percent reported that some change was in order.
more: pandemic? what pandemic? | m&a looms large for 30% of firms | today’s top 3 tech problems: security, client onboarding and workflow | today’s top 3 problems: staffing, workflow and tech
pandemic? what pandemic?
how some firms are flourishing in the new normal.
the accounting firm operations and technology survey
one of the benefits of an annual report such as the accounting firm operations and technology survey is the opportunity to see not only the current sentiments but those from years before. sometimes, though, new issues arise and are momentous to warrant inclusion via a new question … as when covid-19 crashed onto the scene.
more: m&a looms large for 30% of firms | today’s top 3 tech problems: security, client onboarding and workflow | today’s top 3 management problems: staffing, workflow and tech
of those working at home for the first time, by far the largest group fell into large firms of 51 to 100 employees, where 93.3 percent were new to remote work. medium and extra-large flanked them in those results, at 51.9 percent and 47.1 percent respectively. see table: read more →
is remote the new normal?
what clients want may differ from your employees’ wishes.
by 卡塔尔世界杯常规比赛时间 research
no doubt about it: the accounting business was quick to shift to remote work when covid-19 hit.
now the question is: will accounting offices remain remote and will more go remote?
more surveys & research: accounting pros face challenges in turbulent times | accountants find new worlds of opportunity | 2022世界杯赛程安排 | six quick solutions for irs backlogs | the big battles ahead for corporate finance | what gig workers want | accountants agree: the top five ways to fix the irs | survey: big worries for u.s. and small business | the big issues in audit: frustration, inconsistency, and technology
according to the 卡塔尔世界杯常规比赛时间 business barometer, accountants are getting used to working out of their spare bedrooms and living room nooks, and managers are getting used to managing from afar.
read more →
four ways to reboot for the new realities
when things aren’t turning out the way you dreamed, it’s time to think about an overhaul. here’s how to start
by sandi leyva
the complete guide to marketing for tax & accounting firms
how does your current business look compared to the one you dreamed about before you started your entrepreneurial journey?
more: boost your cross-selling in two easy steps | why your social media is a flop | the biggest seo secret of all: google business listings | beyond bookkeeping: five value-add service areas
do you now have clients you love, a dream team, the financial rewards you are comfortable with, and plenty of free time?
if not, don’t give up. you can still get there, and a little business clarity may help you get there even faster.
here are four steps: