An IT Department of 1? Soloists, Small Firms Relate

Johnston, Garrett, Tankersley
Johnston, Garrett, Tankersley

TENDING THE DETAILS: Considerations for email, backup, viruses, websites, retention and remote access.

By Randolph P. Johnston, Leslie Garrett and Brian F. Tankersley
The Accounting Firm Operations and Technology Survey

Small firms require owners to do more back office and supporting work themselves due to the limited number of staff at their disposal.

Seventy-one percent of solo practitioners and 30 percent of small firm respondents reported that they personally handle the IT support in their firm. Smaller firms were much less likely to have others who can assist in the firm, with only 1 percent of solo practitioners and 9 percent of small firms delegating this work to staff or in-house IT professionals.

READ MORE →

Soloists, Small Firms Cite Top Challenges

Johnston, Garrett, Tankersley
Johnston, Garrett, Tankersley

BONUS LISTS: Pros and cons of opening an office. Top sources of new clients. And how time is spent.

By Randolph P. Johnston, Leslie Garrett and Brian F. Tankersley
The Accounting Firm Operations and Technology Survey

One of the more significant challenges for a small firm is the determining the proper level of overhead spending to support the firm’s client base as they try to work with clients. Despite significant savings in some areas associated with working from home, this lack of infrastructure limits the firm’s ability to

  • hire staff,
  • meet with clients and
  • be accepted as a credible business entity by the larger business community.

READ MORE →

NEW SURVEY RESULTS: The 2nd Annual Accounting Firm Operations and Technology Report

Click for more
Click for more

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

READ MORE →

How to Join the Annual Accounting Firm Operations and Technology Survey

Click for instant download
Learn more

Join the survey; get the results.

CPA firms are invited to join the 2nd Annual Accounting Firm Operations and Technology survey and receive a free copy of the results, a $495 value. Join the survey; get the results.

The current survey results are available now exclusively at store.cpatrendlines.com.

The survey questionnaire, which should take 20-30 minutes to complete, is scheduled to close Dec. 19 and the report is scheduled to be delivered to participants as a free e-book in February. READ MORE →

NEW BENCHMARKING RESEARCH: Accounting Firm Operations and Technology Survey

Garrett Johnston

Executive summary of key findings available.

CPA Trendlines is joining in the release of a broad new benchmarking project, the Accounting Firm Operations and Technology Survey, produced by Randy Johnston, Chairman and CEO of Network Management Group, Inc., and Leslie Garrett, PhD, CEO of Insight Research Group.

“Our primary goal in developing and publishing this eBook is to deliver an easily accessible reference tool accounting professionals can leverage when making operational and technology decisions,” said Johnston.

The 2014 eBook provides the most complete and up-to-date information about practice management and technology U.S. accountants are using in their practices. The eBook shares factual, actionable items and insights that are not available from any other source, further broken down for the practitioner by size of firm.

READ MORE →