No Backups? No Excuses!

Composite image of hand writing with markerToo many firms are still ignoring the basics.

By Roman H. Kepczyk
Quantum of Paperless: Technology Guide & Checklist

Your firm’s safety net in the event of any disaster is your data backup.

MORE: How the Cloud Impacts Server Replacement | Laptops vs. Desktops | The Best Scanners to Buy Today | Capturing Documents at the Source | The More Monitors, the Better
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It had better be consistently performed and securely stored offsite.

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The Morning After the Merger

https://cpatrendlines.com/2020/09/17/the-morning-after-the-merger/The definitive 24-point checklist.

By August J. Aquila

You just signed the merger agreement and everyone goes out to celebrate. The work is over and now you think you can relax.

MORE: 6 Action Steps for a Smooth Retirement Transition | 7 Succession Planning Best Practices | Grissom and Aquila on Partner Performance Evaluations | Gross Profit in a Professional Services Firm: Opening a Dialogue
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What else is there to worry about?

Plenty!

You now have to move your eye from the financial to the human side of the merger.

Your work in this area has just begun and may last for 12 months or more.
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Marketing Tax Services

…20-Item Checklist) Checklist: 20 Major Issues to Consider in a Buy-Sell Agreement Preparing Returns for a Multiple-Year Non-Filer: Who, When, Why, & How (with 21-Item Checklist) Checklist: 21 Questions for…

How the Cloud Impacts Server Replacement

You can save, but don’t hand the task to just anyone.

By Roman H. Kepczyk
Quantum of Paperless: Technology Guide & Checklist

The traditional core computers used for operating all applications are file servers managed internally within the firm. Downtime 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.

MORE: Laptops vs. Desktops | The Best Scanners to Buy Today | Capturing Documents at the Source | The More Monitors, the Better
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Simply put, mission-critical file servers utilized for tax, audit, time and billing, and email have – at most – an effective five-year life. After this time, equipment becomes significantly more difficult to maintain whether you have a warranty or not.
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Grow Faster, Be More Efficient

5 tasks to tackle every day.

By Jassen Bowman

For solo practitioners and small firms, success often comes down to the establishment of good habits that support the implementation of systems across the most important elements of operating a practice.

MORE: Your Sales Funnel Needs Systems | How Tax Resolution Works | 4 Tax Resolution Industry Flaws | Need a New Service Line? Consider Tax Resolution
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For the tax resolution practitioner, these habits can be distilled down even further to five specific tasks, for which you should have systems in place to accomplish each.
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Laptops vs. Desktops

Standardization can save you 26%.

By Roman H. Kepczyk
Quantum of Paperless: Technology Guide & Checklist

Getting the right mix of mobility is critical for firms today. The accounting professional’s Rule of Thumb is that everyone who works out of the office one day per week or more and needs to be self-contained should have a laptop as their only machine. Thanks to COVID-19, those numbers grew by leaps and bounds in 2020.

MORE: The Best Scanners to Buy Today | Capturing Documents at the Source | The More Monitors, the Better
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The obvious exception to this is for tax or administrative personnel who would never work from remote client sites and have a computer at home that they can use to connect to the firm via a secure remote access solution. However, this is changing. The string of natural disasters over the past two decades – along with the promotion of remote work opportunities to retain staff as well as the transition to more cloud-based applications – has led some firms toward making the decision that ALL professional staff will utilize a laptop as their only workstation.
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The Best Scanners to Buy Today

Scanners are critical tools. Two to know: Fujitsu and Canon. A CPA firm cost-effective favorite: The Fujitsu ScanSnap iX1500 By Roman H. Kepczyk Quantum of Paperless: Technology Guide & Checklist

The More Monitors, the Better

Start thinking in terms of screen capacity. By Roman H. Kepczyk Quantum of Paperless: Technology Guide & Checklist The best place to start the discussion on hardware is with monitors,…