September 2008
In This Issue...
Online Tools & Resources
- Productivity Survey - Free benchmarking tool for you to get your firm's Productivity Score and helpful report
- Webcasts - Register for upcoming educational events and receive Free CPE, plus you can view archived programs
- Podcasts - Check out our monthly podcast programs:
- TheTechGap.com - Blog from Executive Editor Gregory L. LaFollette, CPA.CITP that covers the random musings of this thought leader
- Online Buyer's Guide - Relevant search tool for the accounting community where you can search by company name, product name or product category
- Document Management Product Selector - free survey that offers suggestions for document management/storage products that are the best fit for your firm based on your responses
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10 Tested Truths for Tomorrow's Trailblazers
By Richard Oppenheim, CPA.CITP
With deep respect for the intelligence, capacity and accomplishments for those under the age of 40, Rich offers a few thoughts based on the following question: What would I do today if I were under the age of 40 and know what I know now?
Meet the Class of 2008. Read more |
REVIEWS FOR YOUR FIRM
Practice Management Products for Firms Willing to Suceed
By Matt Altman, CISA
From scheduling appointments to measuring employee productivity, practice management involves much more than just keeping up with timeslips. Find out how the latest technologies can help your firm.
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Managing Year-End information Returns Is a Chore, But It Doesn't Have to Be
By Isaac M. O'Bannon, Technology EditorWith the paperless movement in full swing, the next step in optimizing professional workflow turns to workpaper management systems that can automatically identify client documents and organize them into the proper order for preparation and review of 1040 returns. The next logical step is pulling client data out of these documents and transferring them to the return, saving preparation time... and these systems have finally arrived for large and small practices. Read more |
REVIEWS FOR YOUR CLIENTS
By Mary Girsch-Bock
If if your SMB clients stay with the same accounting package, they might find big benefits from using an advanced point-of-sale system. Keep your clients informed.
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Productivity in Practice
By Isaac M. O’Bannon, Technology Editor
See how one firm has scored on The CPA Technology Advisor’s Productivity Survey and learn more about what practices have worked and not worked for this firm. We hope you’ll see your firm in these pages … or at least a firm very much like yours.
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 The number of document management products aimed specifically at the public accounting profession abounds. And perhaps it's that expansive array of choices that's paralyzed nearly two-thirds of the public accounting firms in America to the point of inaction, leaving them without the one tool absolutely required as the centerpiece of their journey toward the digital future.
The CPA Technology Advisor's document management solution product selector presents a series of comprehensive questions for you to answer. Your responses will trigger a report upon completion of the survey that suggests three appropriate DMS products for your firm. We believe that this tool will help your firm narrow the available products to those that best fit your stated criteria as you begin your journey into the era of digital documents. |
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Tech2Go provides a fast-paced roundtable discussion with Executive Editor Greg LaFollette and regular columnists Brent Goodfellow, Randy Johnston and Dave McClure. These thought leaders tackle current technology issues that are impacting the tax and accounting profession.
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SBC2Go features nationally recognized accounting software expert Doug Sleeter. He and Greg discuss technology, QuickBooks and other small business consulting accounting software, integration, add-ons, online software, and the process of developing an accounting software consulting practice.
Sponsored by A/R Connection
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DMA2Go is our newest monthly podcast series that features Executive Editor Greg LaFollette and the country's foremost document management consultant, John Higgins. John is a CPA and a CITP and has been helping tax and accounting firms move to "the digital world" for over 20 years. He and Greg talk about product and system evaluation factors, scanning, workflow, portals, Adobe Acrobat -- all with a laser focus on the special needs of the practicing accountant.
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IBI2Go (Intelligent Business Ideas 2 Go) features Executive Editor Greg LaFollette interviewing various thought leaders in the profession to discuss "Intelligent Business Ideas" and best practices. Meet these movers and shakers and glean insight into the minds of today’s mavens as they discuss topics such as staff training, health in the workplace, effective staff communication, and “How to Grow Your Business.”
Sponsored by CCH, a Wolters Kluwer business
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We would love to hear from you. Call 800-456-0864, ext. 2106 to ask questions and leave comments. Or tune in to future episodes where you'll be able to ask questions LIVE during the podcasts via Talkshoe.coma> | |
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Columnist Corner
Accountant Tech Talk
Good Virtualization Requires Good Virtualization Management
By Brent Goodfellow, CPA.CITP, MCSE, MST, MCT
Brent explores how the technology helps large and small entities.
Tricks & Tips
An Electrifying Invention... Ben Franklin Would Be Proud
By Isaac M. O'Bannon, Technology Editor
With everything going wireless or cordless these days, Isaac asks the question, "What's next? Wireless electricity?" Yup.
Technology IN Practice
IN FIRM: Planning to Optimize Today's Technology
By Roman H. Kepczyk, CPA.CITP
Hackers and identity thieves are real. And your practice is a gold mine for aspiring crooks around the world. Roman gives some advice on how you can you safeguard your data, your clients and your professional practice.
The QuickBooks Advisor
Archive Copy of QuickBooks Files
By Doug Sleeter
Sometimes what a client doesn't know can really mess them up. In his column, Doug discusses a common problem with the QB Archive Copy function.
From The Trenches
Security and Recovery
By Randy Johnston
Dangers lurk everywhere in today's digital world, so Randy provides some data security, backup and other technologies that help ensure business continuity.
Better Technology For Better Clients
Who, What, Where, When & How: Getting to the Root of the Problem
By Lisa Kianoff, CPA.CITP
What do you do when your client has a tech meltdown? Start at the beginning, of course. Lisa provides the who, what, where, when and how to help you help them.
The eSecurity Advisor
New Trends in Backup: Is Your Disaster Recovery Plan Keeping Up?
By John D. Anderson, CPA.CITP, CIA, MCP, MSA
Keeping up with technology is crucial to productivity. John says it's also critical to keeping your disaster recovery plan reliable and offers some tips.
The Bleeding Edge
A Tangled Web
By Dave McClure
The web is changing, but just like the wars between Beta and VHS, and DVD and BlueRay, Dave notes that change often means one format loses over another.
Final Thoughts
The World Practice of Public Accounting is [Becoming] Flat
By Gregory L. LaFollette, CPA.CITP, Executive Editor
Technology has our world increasingly interconnected, and Greg notes that our latest reader survey shows how this has even expanded to "small" businesses. |
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