Here’s what you’re looking for: Accounting Firm Operations and Technology Survey
Trend Watch: Backup methodologies are in a state of flux. READ MORE →
Trend Watch: Firms appear to be getting in front of spam issues while attachments are becoming more of a problem. READ MORE →
Trend Watch: Although outsourced email is common, fewer firms are seeing the value of moving email to outsourced providers. READ MORE →
Trend Watch: Larger firms have generally found keeping IT people in-house to be beneficial. The complexity has made it harder for practitioners to handle it. READ MORE →
Trend Watch: There is an increase in the use of secure email and web portal for communication with customers and prospects, and traditional methods of communication remain broadly used.
Trend Watch: Signs point to increase in mergers and acquisitions.
Trend Watch: Security and workflow/efficiency lead technology challenges.
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Trend Watch: Adding more services continues to be the preferred method to generate revenue, and firms appear to be hesitant to raise fees.
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By CPA Trendlines
The Accounting Firm Operations and Technology Survey
The 6th Annual Accounting Firm Operations and Technology Survey is now open and has begun gathering responses for next year's edition. CPA firms can join the survey here. Participants will be eligible to receive a copy of the full report in a PDF ebook, expected to be delivered in May 2019, at no charge to participants. Meanwhile, the current edition can be purchased here for instant download as a PDF ebook and in print.
Trend Watch: Referrals, referrals, referrals, analyzed by firm size.
Trend Watch: Recruiting and talent issues are back with a vengeance. READ MORE →
Trend Watch: Smaller firms lead in mobile and remote work styles.