survey: when to replace your desktop pc?
trend watch: firms appear to be delaying their replacement cycle and accepting possible risk of hardware failure.
tech
survey: tablets for top managers
does your firm provide internet-enabled devices (other than smartphones) for senior management working outside the office (i.e., tablets, netbooks, etc.)?
be careful with microsoft office upgrades
consider more training on productivity applications.
by roman h. kepczyk
quantum of paperless
to be effective in business today, every member of your firm must optimally utilize the microsoft office suite at an intermediate to advanced level for outlook, excel and word.
more: jumping to windows 10 | survey: have you dumped manual invoices yet? | file server replacement not for the inexperienced | survey: when firms track cpe digitally
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the cpafma 2018 it survey found that 45 percent of responding firms had standardized on office 2016 (including office365 users), 31 percent had standardized on office 2013 and 23 percent on office 2010. firms have traditionally been behind the adoption curve because of the lag time of accounting vendors supporting the latest version, particularly for audit engagement binders.
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survey: still sending paper invoices?
does your firm deliver client invoices electronically?
survey: accountants’ favorite desktop pc
trend watch: dell increases market share, taking small pieces from all competitors.
jumping to windows 10
and new processors, drives, and ram you need.
by roman h. kepczyk
quantum of paperless
okay, we all know that the microsoft windows operating system is preferred to run computers by the primary vendors to the accounting profession.
more: survey: have you dumped manual invoices yet? | is it time to update your offsite backups? | survey: who stores cpe certificates digitally? | survey: digitizing employee evaluations | the five rules of smart tech | survey: paper beats electronic for paying bills | 2019: the biggest tech changes yet
while firms don’t place too much emphasis on the workstation operating system, one significant issue that firms can’t overlook is increasing computer memory to ensure computers function optimally with today’s multimonitor requirements and the multitude of concurrent applications your staff will be running, which can impact your windows version decision.
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survey: have you dumped manual invoices yet?
are the majority of invoices prepared onscreen rather than completed on manual billing sheets?
survey: cpas’ favorite virtual servers
trend watch: firms are using microsoft virtualization for simplicity.
is it time to update your offsite backups?
and don’t forget encryption.
by roman h. kepczyk
quantum of paperless
your firm’s safety net in the event of any disaster is your data backup. it better be consistently performed and securely stored offsite.
more: survey: how many firms run on dashboards? | file server replacement not for the inexperienced | survey: when firms track cpe digitally | survey: only 14% go digital to manage recruiting | survey: 71% use remote check scanners | survey: are you still writing paper checks? | your it strategic plan needs a budget
typically, firms have a problem when the process they relied on to make the backups didn’t work or was not complete because new servers, drives or directories were added but not updated in the backup program. this is becoming a common problem as more data and more applications add significantly more volume, making the backup application require more storage and a longer running time to complete.
here’s what you need to do:
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survey: how many firms run on dashboards?
hint: not enough.
by roman h. kepczyk
quantum of paperless
do firm personnel utilize information dashboards within your practice management application to update internal reporting information?
file server replacement not for the inexperienced
this is the time to consider cloud options.
by roman h. kepczyk
quantum of paperless
the traditional core computers used for operating all applications are file servers managed internally within the firm.
more: survey: who stores cpe certificates digitally? | today’s best laptops for accountants | scanners: how the smart firms do it | give monitors the respect they deserve | survey: cpa firms’ top archiving apps
down time for a day or two is a disaster. if an “out of service” stoppage stretches to a week or more, partner income will suffer measurably.
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survey: who stores cpe certificates digitally?
and which software products they use.
by roman h. kepczyk
quantum of paperless: the partners guide to accounting firm optimization
survey: cpa firms’ favorite network servers
trend watch: who’s winning the race between dell and hp.
by the accounting firm operations and technology survey