Lenovo challenges Dell and HP’s dominance with competitive pricing on desktops. By CPA Trendlines 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 CPA Trendlines. 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.
New study reveals widespread weaknesses in accounting firm technology strategies. By Rick Telberg CPA Trendlines 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 CPA Trendlines, shows again and again, accountants are taking sometimes potentially disastrous risks with their firms and – worse – with their clients.
Tax season 2015 sees 59% of firms using digital production systems. By CPA Trendlines Research The tax and accounting profession appears to have made a quantum leap with Busy Season 2015, by broadly embracing workflow automation to optimize production, control costs and speed delivery, according to data made available to CPA Trendlines. The Association for Accounting Administration, in a study led by CPA Trendlines contributor Roman Kepczyk, author of Quantum of Paperless: The Partners Guide to Accounting Firm Optimization, finds that in the general movement toward paperless, or at least less paper, firms are increasing their use of technology to save more trees than ever. The survey compared findings in 2013 with what firms expected to do in the 2015 busy season. A big […]
The CPA Trendlines Busy Season Barometer 2015: Join the survey. Get the results By CPA Trendlines Research As results pour in from the final days of the CPA Trendlines Busy Season Barometer 2015, it’s clear that practitioners’ experiences range widely, from outright euphoria to bleak despair. See Comprehensive Coverage of Busy Season 2015 Here are a few the latest comments, verbatim… Better than last year. Volume is up significantly and good smoothness of preparation svc and knowledge of clients. We added a small tax practice in an adjoining town I didn’t have any clients with Obamacare non-compliance
Randy Johnston, CEO and founder, Network Management Group, Inc.; Leslie Garrett, Ph.D., CEO of Insight Research Group; and Brian Tankersley, editor of the publication announce the release of their 2nd Annual Accounting Firm Operations and Technology Survey eBook. The survey is published in cooperation with CPA Trendlines. “We are very pleased with this year’s survey participation, we have respondents from all 50 states and our number of respondents doubled over last year’s results, further validating the data,” said Garrett. Available for sale exclusively at Store.CPATrendlines
In case you missed it… In this directory, CPA Trendlines compiles complete coverage of the 2015 busy season. IRS Seeks More Tools to Fight Refund Fraud FY 2016 budget provisions would expand authority for regulation, correctable errors. Workflow Automation Takes Root in Mainstream CPA Firms Tax season 2015 sees 59% of firms using digital production systems. Busy Season 2015: Worse and Worser After a bad year for many practitioners, watch for the consolidation and shakeout to come. Busy Season 2015: Top Lessons Learned So Far Doing the Tax Season Math: Regs + Staff + Clients + Tech + Self = Busy x Busy x Busy Here’s Your New Tax Season Marketing Plan Think now about June. Yes, June. If You Thought Tax Season 2015 […]
Doing the Tax Season Math: Regs + Staff + Clients + Tech + Self = Busy x Busy x Busy By CPA Trendlines Research The key lessons learned from the 11th annual CPA Trendlines Busy Season Barometer Study are coming into clear focus. More: Busy Season 2015 Comprehensive Coverage A.B. East, at Manning Elliott in Vancouver, BC, Canada, for example, took a lesson in smart management. He says he learned “the importance of having the right complement of experienced staff to delegate to so I can reduce my hours and deliver to clients on timely basis.” Next year East will continue a very healthy policy: “I have been and will continue to mentor managers, seniors and juniors to advance their expertise on a […]
How tax professionals would remake the tax code. Imagine there’s no deductions, it’s easy if you try. No 8965, no1095-A, above us, only sky. Imagine all the CPAs, Living for today… By CPA Trendlines Research There’s nothing like another tax season to prod accountants into imagining about ways to reform the nation’s tax system. In the this year’s CPA Trendlines Busy Season Barometer, some CPAs have specific suggestions; others are calling on the profession to take a leadership role in the national conversation. Register your comments here: CPA Trendlines 2-Minute Survey: Fix the Tax System CPA Trendlines is polling the profession with a two-minute survey asking for specific recommendations for changing the code, the regs, the instructions and the forms – whatever it takes to make […]
Lesson learned: Plan, prioritize, repeat. Next question: Key financial metrics for 2015 results. Join the survey; get the answers. By CPA Trendlines Research They don’t call it “Busy Season” for nothing. It’s a frenetic, hectic, even hellish effort to herd client cats toward an unforgiving deadline. When we ask CPA Trendlines members what lessons they’re learning this year and what they plan to do about it next year, we hear a lot about time management. Based on the survey, time management issues can be organized into eight main categories: disorganized offices, timing, staffing, scheduling, procrastination, poor planning, the need for time off and the desire to retire. The solutions CPAs will be implementing next year range from minor tweaks to complete overhauls, or […]