Monitor Real Estate: More IS Better

How many do you have? Horizontal or vertical?

By Roman H. Kepczyk
Quantum of Paperless

Talking about hardware may seem like an odd place to start a discussion on optimizing your firm production. However, without a solid framework in place to promote a stable working environment and take advantage of today’s technologies, your firm’s ability to effectively implement solutions will be severely restricted.

MORE: Roman Kepczyk: Inside The Quantum of Paperless | Two Tech Trends to Watch
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Pushing your IT infrastructure, which includes all of your file servers, cabling, applications, workstations and Internet connectivity beyond basic limits will lead to more “dinking” time by your professional staff. (“Dinking” is the technical term for the massive amounts of time wasted by your personnel when computers lock up or don’t do what is expected and when they have to “dink around” trying to figure out a solution.)
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Technology Evolving Faster Than Accounting Firms

Coffee mug and cloud computing conceptsDigital workflow use rising, but remote access remains a struggle.

By Roman Kepczyk
Rosenberg MAP Survey

As an outsourced technology partner to CPA firms, I primarily deal with IT strategy and applications that improve accounting firm production.

MORE FROM THE MAP SURVEY: Will Staffing Challenges Change the Definition of Partner? | Be a Consultant or Be Left Behind | Survey: Many Firms in Transition | Technology Playing Center Stage in CPA Profession
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The 2016 CPA Firm Management Association IT Survey* pointed out that a surprising 23 percent of responding firms had transitioned to an outsourced cloud architecture. This trend points to internal IT personnel being disintermediated as they have been unable to keep up with today’s required skill set for improving firm processes as well as technical skill needed to optimizing remote access, security and disaster recovery for the firm, which firms seem to struggle with constantly.
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Your Tech Needs a Strategic Plan and a Budget

$100 bills following through a wormhole lined with binary codeThat advice you give clients? It's time to follow it yourself.

By Roman H. Kepczyk
Quantum of Paperless

We have all heard the saying that if you don’t know where you are going, you’ll end up going nowhere (or … you won’t ever get there).

MORE ON TECH SPENDING: Firms Need Monthly IT ‘Flash’ Reports | Outsource Some Security Functions | Centralize Contact Administration | Why You Should Process AP Digitally | Revamp Daily T&E Entry | How and Why to Establish Firm Procedures Manuals | Is Your Tax Workflow Digital Yet? | The 4 Types of Firm Knowledge | Back Up Your Bandwidth | How to Choose Which Microsoft Office Version to Use | Time to Replace a Server? Consider the Cloud | Monitor Real Estate: More Is Better
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Unfortunately, many accounting firms do not do a good job of integrating their information technology requirements into the firm’s overall strategic vision.
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Five Crucial Performance Indicators for a Monthly Tech Check

Tablet with green chart in hands of businessman"Flash" reports to monitor infrastructure and projects.

By Roman H. Kepczyk
Quantum of Paperless

Most firms have a line partner or firm administrator overseeing the firm’s information technology department.

MORE ON TECH SPENDING: Outsource Some Security Functions | Use Collaboration Technology to Improve Your Firm | Standardize Your QuickBooks Support | Remote Banking Offers Instant ROI | How to Stop ‘Overauditing’
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They may have an interest in information technology, but their primary responsibility often lies in other production areas. They need a way to efficiently oversee the firm’s tech initiatives and report to management.
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When to Outsource Some Security Functions

Annual staff training is a must-have.

By Roman H. Kepczyk
Quantum of Paperless

Going paperless means that all firm files and client data will be digitally stored on the firm’s network, which is almost always accessible to firm personnel via internal workstations and remotely via the Internet.

MORE ON TECH SPENDING: Use Collaboration Technology to Improve Your Firm | Mandate Training Programs, Accountability | Portals are Vital for Secure File Transfer | Deliver All Reports Digitally | How Audit Field Equipment Has Changed | How and Why to Establish Firm Procedures Manuals | Devil's in the Details of Digital File Delivery |
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