Accounting Firm Operations and Technology Survey, Author at CPA Trendlines

Six New Rules for Smarter Tech Spending

Plus: Topline findings and recommendations for firms of every size from the new Accounting Firm Operations and Technology Survey.

By Brian Tankersley
Accounting Firm Operations and Technology Survey

Many practitioners think that CPA firm information technology is easy, and the really hard work is done with people who have large databases, etc. Nothing could be further from the truth, as it would be normal for a staff tax preparer to have as many as 12 applications open at once.

More from the AFOT Survey: Top Video-Conferencing Tools: GoToMeeting, Skype | 3 Monitors the New Standard | Ready for a New Laptop? | Dell Gains on Laptop Rivals | When to Replace Your Desktop PC? | Accountants’ Favorite Desktop PC | Who’s Still Using Windows 7? | Cisco, SonicWall Top Firewall Choices | How Firms Manage Mobile Devices

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Very few things are as important to your firm’s effectiveness and efficiency than the reliability and effectiveness of your technology.

Some general guidance on how to approach IT in your firm includes the following. READ MORE →

CHARTS & GRAPHS

SURVEY: 3 Monitors the New Standard

Trend Watch: Attempts to use fewer monitors appear to not be panning out. Three monitors is the new standard. READ MORE →

CHARTS & GRAPHS

SURVEY: Ready for a New Laptop?

Trend Watch: More firms are stretching their replacement cycles. But what about the increased risk of hardware failure?

Accounting Firm Operations and Technology Survey READ MORE →

CHARTS & GRAPHS

SURVEY: Dell Gains on Laptop Rivals

Trend Watch: Dell increases market share, taking small pieces from all competitors, including Apple.

Accounting Firm Operations and Technology Survey

CHARTS & GRAPHS

SURVEY: When to Replace Your Desktop PC?

Trend Watch: Firms appear to be delaying their replacement cycle and accepting the possible risk of hardware failure.

Accounting Firm Operations and Technology Survey

CHARTS & GRAPHS

SURVEY: Accountants’ Favorite Desktop PC

Trend Watch: Dell increases market share, taking small pieces from all competitors.

Accounting Firm Operations and Technology Survey

CHARTS & GRAPHS

SURVEY: CPAs’ Favorite Virtual Servers

Trend Watch: VMware, Citrix, and Microsoft compete for accounting firms.

By Accounting Firm Operations and Technology Survey

CHARTS & GRAPHS

SURVEY: When’s the Right Time to Replace Your Server?

Trend Watch: Tax and accounting firms appear to be stretching out their server replacement schedules.

From the Accounting Firm Operations and Technology Survey

CHARTS & GRAPHS

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

CHARTS & GRAPHS

SURVEY: Who’s Still Using Windows 7?

Trend Watch: Some firms fail to understand the risk of staying on older technology.

Accounting Firm Operations and Technology Survey READ MORE →

CHARTS & GRAPHS

SURVEY: Ready for a Windows Server Upgrade?

Trend Watch: Which firms are deploying the latest operating systems, and which aren't.

By CPA Trendlines Research
The Accounting Firm Operations and Technology Survey

CHARTS & GRAPHS

SURVEY: Cisco, SonicWall Top Firewall Choices

Trend Watch: Cisco dominates the large firms while SonicWall dominates the small and midsize firms for firewall protection. Small firms may not be using a firewall, although they think they are. READ MORE →

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Accounting Firm Operations and Technology Survey

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Randy Johnston, Chairman and CEO, Network Management Group Inc., Brian Tankersley, Principal of Tankersley Consulting, and Leslie Garrett, PhD, CEO of Insight Research Group, are the principal authors of the Annual Accounting Firm Operations and Technology Survey Report.

Published by CPA Trendlines, available in softcover and in ebook formats, here:

Accounting Firm Operations and Technology Survey

The report provides easy to understand bar charts and tables featuring three consecutive years of data which highlights trends in the profession. The survey results book also provides tables where survey respondents are segmented by size of firm, making it easy for accounting and tax professionals to benchmark their firm against others of the same size.

Randy Johnston has been an entrepreneur, technologist, and teacher for most of his career. He has helped start and run many businesses and currently owns both Network Management Group Inc. and part of K2 Enterprises. Randy is not afraid to tackle a business management problem or to get his hands dirty answering a low-level technical question. He is best known for his early and on-going expertise in networks, accounting software, paperless, and CPA firm technology. His expertise has grown to touch virtually every technology in the marketplace. He is particularly well known for his Technology Update overview presentation. He helps businesses with strategic technology planning, accounting software selection, document management selection and planning, and business continuity planning.

Brian Tankersley, CPA, CITP, CGMA is a consultant, author, and speaker who specializes in accounting technology issues. Tankersley has spoken in 47 US states, and three Canadian provinces, and writes for major accounting press outlets including CPA Practice Advisor and AccountingWeb. He is also a faculty member for Yaeger CPA Review.

Leslie Garrett, PhD, is the CEO and founder of Insight Research Group, a company dedicated to delivering powerful industry-precise surveys and research data analysis. Leslie serves Edge Marketing, Inc. as a marketing executive and industry analyst with expertise in marketing, public relations, search engine optimization, lead generation, and management. She is instrumental in leading Edge’s corporate consulting and Search Engine Optimization website analytics services, and has experience serving in the accounting and legal industries. Prior to joining Edge, Leslie served as an executive in marketing and management positions in industry and taught marketing and management at the University of Saint Thomas in Saint Paul, Minnesota and at Saint Cloud State University in Saint Cloud, Minnesota.

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