Accounting Firm Operations and Technology Survey, Author at CPA Trendlines

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

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 →

CHARTS & GRAPHS

SURVEY: Symantec Holds Slim Antivirus Lead

Trend Watch: Firms are changing antivirus software possibly in an attempt to improve efficacy. READ MORE →

CHARTS & GRAPHS

SURVEY: Tablet Use Creeps Up

Trend Watch: More work, more mobile. READ MORE →

CHARTS & GRAPHS

SURVEY: How Firms Manage Mobile Devices

Trend Watch: Firms are consistently avoiding the implementation of mobile device management software. READ MORE →

CHARTS & GRAPHS

TECH SURVEY: Take Your Tablet to Work

Trend Watch: But don't expect your firm to pay for it. READ MORE →

CHARTS & GRAPHS

SURVEY: How Do You Do Backup?

Trend Watch: Backup methodologies are in a state of flux. READ MORE →

CHARTS & GRAPHS

SURVEY: Why We Hate Email

Trend Watch: Firms appear to be getting in front of spam issues while attachments are becoming more of a problem. READ MORE →

CHARTS & GRAPHS

SURVEY: Only 39% of Firms Host Email

Trend Watch: Although outsourced email is common, fewer firms are seeing the value of moving email to outsourced providers. READ MORE →

CHARTS & GRAPHS

SURVEY: How Many Solos Handle Their Own IT?

Trend Watch: Larger firms have generally found keeping IT people in-house to be beneficial. The complexity has made it harder for solo practitioners to handle.
Accounting Firm Operations and Technology Survey
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CHARTS & GRAPHS

SURVEY: Snail Mail Down, Secure Email Up

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.

CHARTS & GRAPHS

SURVEY: 48% Considering Acquiring Another Firm

Trend Watch: Signs point to increase in mergers and acquisitions.

via Accounting Firm Operations and Technology Survey

CHARTS & GRAPHS

SURVEY: Workflow & Security Tie for Top Tech Challenges

Trend Watch: Security and workflow/efficiency lead technology challenges.
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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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