Randy Johnston Archives - Page 25 of 31 - CPA Practice Advisor

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Technology

PBC Lists - Prepared By Client Lists Now Automated

Over the past years, we have discussed paperless techniques, 1040 workpaper products, optimizations of processes, streamlining workflows, the use of portals, encrypting email, as well as other tools and techniques to make our work easier, faster and ...

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Accounting

Accounting Software is Making Progress

If your firm intends to be a trusted advisor in accounting, it is time to consider the myriad of changes made in the past year and announcements to be made in 2017. There are so many pending announcements from significant publishers and vendors ...

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Accounting

Taking the Pain Out of Expenses

Most accountants I know like helping people and contributing to making their businesses successful. Even though many accountants deal with the details of compliance through financials, tax and audit, most aren’t fans of the drudgery of the work that ...

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Firm Management

Are Portals Finally Coming of Age?

Portals have been in existence in the accounting profession for around 20 years. Many public practice firms set up proprietary portals that had integration benefits to their practice management systems and were integrated into early web sites.

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Accounting

Financial and Operational Reporting Ease and Excellence

We use technology tools to solve client problems and our own problems. Whether these are generic tools like Microsoft Office, Citrix ShareFile, or Square, or specific tools like Wolters Kluwer CCH ProSystem fx, Intuit Lacerte or AccountantsWorld ...

Accounting

Sooner IS Better for AR and Invoicing!

I’ve promoted value billing and hotel billing as worthwhile approaches to increasing revenue by getting paid what your advice is worth and missing less billable time. Several pundits have jumped on the value billing band wagon and are promoting this ...

Firm Management

Cash is King: Tools to Improve Cashflow

The fundamentals are the same as they have always been: ample margin, adequate top line sales, minimize expenses, collect cash quickly, and if you choose, make the best of OPM (other people’s money) by creative bill payment, financing and special ...

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Firm Management

Where Does Time Go?

It’s hard to believe another year has come and gone. The old adage that time flies when you’re having fun has certainly applied to our family with the addition of three new grandchildren this year! While we often track time in our lives by birthdays ...

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Firm Management

Hosting Solutions for Accounting Firms

A simple reminder to get you started: all of these products scan, incorporate from a portal or from pictures snapped on client’s cell phones all of the documents for a 1040 tax return. They tend to sort them in tax preparer/IRS form order in a PDF ...

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Firm Management

Is the Cloud Still Hazy for Accounting Firms?

What works best in the cloud? Some would simply say everything. During August at multiple conferences I heard presenters make claims that if you weren’t completely in the cloud, you were “missing out” and “foolish”. While listening to the presenters ...

Accounting

Death and Taxes and Expenses ... 10 Key Tips

Expense reporting can be painful, complex or simple, but rarely would I hear anyone suggest that expenses are pleasurable. Even those of you who avoid expense reporting have others in your organization who wind up doing the paperwork and accounting ...

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Accounting

Growth? Innovation? Productivity? Too Much or Too Little?

Observing the new normal of slow business growth raises the question: what’s the next big thing? Likewise, it is reasonable to ask if we are doing the right thing. In other sections of this month’s publication there is coverage on both document ...