Four Fast and Easy Tech Fixes
How to take quantum leaps, even in busy season. Join the busy season survey; see the results.
January 25, 2010
If your accounting firm or finance department is pushing off technology decisions to the IT department, you may be pushing it off to the wrong people.
Not that they don’t know what they’re doing. But effective technology strategies cannot be pushed off. They must start at the top, with the users and in alignment and constant re-alignment with overall plans and strategies.
The problem is not that IT people may do the wrong things. But without executive-level champions, they may not get the support they need to do anything at all. That leaves accounting offices adrift and falling behind.
Busy Season 2010: How’s It Going So Far?
Join the survey; get the results.
Roman Kepczyk, CPA.CITP, is out to change that. As a past chairman of the AICPA IT Executive Committee, a member of the AICPA Special Committee on Enhanced Business Reporting, the AICPA Group of 100, AICPA Best Practices Task Force and one of the charter Certified Information Technology Professionals (CITP) that the AICPA has designated (among other distinctions), he qualifies as a top industry guru.
In a CPA firm, Kepczyk says, “the executive committee shouldn’t push it all off to IT. Leadership must lead.”
Too often, he says, partners and firm administrators don’t trust their own IT people. As a result, the firm falls into an expensive and time-consuming break-fix cycle that could have been avoided if only top leadership had taken some time to understand their firm’s long-term needs and lay out a strategic plan. In a new handbook, Quantum of Paperless: Partner’s Guide to Accounting Firm Optimization, Kepczyk finds 32 areas in which a little knowledge and forethought could save firms big money. Investing a couple hours in this little book with a sharp No. 2 pencil could be the best tech investment you make all year.
Here are some of the fastest and easiest strategies to implement, with the some of the best ROI.
If you haven’t already done these things, then you’re already losing ground. But if you hurry, you might still have time to do something before busy season gets completely crazy.
BUSY SEASON: How’s it going so far? Join the survey; get the results.
COMMENTS: Rants, raves, questions, ideas? E-mail Rick Telberg.
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