A 5-step plan for adding new tech amid COVID-19
While months of testing may not be possible right now, there are still ways to optimize your team members’ experience with new technology.
Practice management
Do-it-yourself accounting automations
Accounting automation is no longer limited to companies with developers capable of connecting applications with APIs.
Switch to virtual client meetings amid coronavirus fears
CPAs who run virtual firms share their top tips for educating clients about online meetings and holding successful virtual meetings.
Sprint your way to a digital future
Today’s rapid rate of change makes detailed multiyear digital transformation plans difficult, says Dan Griffiths, CPA, CGMA. A better approach is to set a long-term vision, then plan and execute it in two-week sprints.
Tech tips for firms responding to coronavirus
A CPA firm’s IT director shares advice for organizations to assess and set up longer-term remote work in the wake of coronavirus concerns.
How technology will change staffing needs
With the growth in emerging technologies, CPA firms will start hiring business analysts and data scientists, explains Donny Shimamoto, CPA/CITP, CGMA, founder and managing director of Intraprise TechKnowlogies LLC.
Robotic process automation for tax
See what “bots” can do for tax practices and departments.
How to build support for digital transformation
CPAs are uniquely positioned in their organizations to lead, encourage, and catalyze digital transformation, says Dan Griffiths, CPA, CGMA, a partner with Tanner LLC in Salt Lake City.
Ways to get started with RPA
Consult your firm’s security protocols when installing and deploying RPA components and keep in mind segregation of duties and controls, says Danielle Supkis Cheek, CPA, director of entrepreneurial advisory services at PKF Texas.
The benefits of RPA
Robotic process automation can reduce staffing costs related to repetitive, lower-level jobs while also freeing up time for staff to devote to more rewarding work, potentially reducing turnover, says Danielle Supkis Cheek, CPA.
What CPAs must do to capitalize on disruption
This article explores ways accountants should be preparing themselves and their businesses for the coming wave of technology-powered disruption.
‘Hosting Services’ tips
A new ethics interpretation gives CPAs guidance on preserving their independence with attest clients.
What to do before the cloud goes down
Tech experts weigh in on the steps firms can take to stay productive in the event of a cloud software outage.
Tips for stopping scam calls to your phone and business
This article offers tips to help you combat unwanted robocalls.
Why patience is important with AI
In Part 2 of our annual accounting technology roundtable, our experts explore aspects of artificial intelligence, including what CPAs can realistically expect from initial AI implementations.
When choosing technology, put clients first
Evan Carroll, an author and the founder of Evan Carroll and Associates, shares his philosophy for choosing the technology that can help you improve relationships with your clients.
Talking ’bout bots, AI, and the value of time
Rather than seeing technology as “taking over” the work they do, CPAs should take the opportunity to brainstorm with clients and staff about how to add value to businesses.
The most important skill for CPAs — and machines
To succeed in the age of artificial intelligence (AI), CPAs must be taught new ways to learn and must learn why machine learning means they should be patient with AI. Find out more in Part 2 of our annual Accounting Technology Roundtable podcast.
What CPAs need to know to succeed in new tech age
The Paul Reveres of accounting have been on their horses for the past couple of years, crying out that technologies such as AI and blockchain are set to invade the profession. “The robots are coming! The robots are coming!” Very well, but what should CPAs be doing about it? Find out in Part 1 of our annual Accounting Technology Roundtable.
The human skill CPAs need to leverage technology
As technology provides more and more real-time business information, CPAs will have the opportunity to provide valuable business advice to clients. To do that, however, CPAs need to ask the right questions of the right people to understand how the client’s business really functions, advises Amy Vetter, CPA/CITP, CGMA, CEO, The B3 Method Institute.
