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Tech

Tech (265)

The Progressive Accountant is the leading online communit of public tax and accounting professionals focused on using technology to better manage and grow their practice.

Marketing & Practice Development

Would you like to learn more about improving your marketing and practice development initiatives? We plan to discuss lead generation, internet marketing, and selling accounting services in today’s economy. 

As for a bit of background on me, I’ve been teaching and writing about accounting practice development since 2003.  Each day, I’m in the trenches talking with small accounting firms around the country discussing marketing, rain making, practice management, developing a niche, building a practice versus buying a practice, and related topics. 

I look forward to your participation. 

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Excel Best Practices Tip for Reviewers

As you are reviewing Excel files and changes are subsequently made to the spreadsheets, it can be difficult to have an audit trail to ensure changes are made as we expect to see them. Historically some reviewers have been printing a copy of the Excel file as it existed at the time it was reviewed to have a static copy for review purposes. This PDF would then be compared with the updated Excel file to review the changes. While this may be a good solution, there is another option that may be a better alternative.

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Doing More With Less

How efficient is your CPA firm?  In the current economy, we will all be called upon to do more with less.  It will be critical for CPA firms to have streamlined business processes and efficient workflows.

The topics I will cover for The Progressive Accountant will focus on technologies that help CPA firm operate more efficiently.  I will look at new products and processes that help improve workflow and employee productivity.

My experiences as a CPA and knowledge of technology have helped me provide technology consulting services to CPA firms.  I look forward to sharing insights and ideas that may help your firm become more profitable.

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Meet Tech Maven Kathy Yakal


Technology.

Whether the word strikes fear in your heart or makes you get down on your knees in thanks, it can be a real boon to your practice. I’ve been writing about how businesspeople use technology since 1983, so I’m used to rolling with the punches.

In my blog posts, I’ll be exploring trends in technology and how they can enhance your firm’s productivity. I’ll cover everything from Web-browsing to documents to Web design, from communications to contact management to mini-money apps to hardware and software and Web-based solutions we haven’t even heard of yet. And I’ll be eager to hear from you.

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Yoggie’s Gatekeeper Pico Miniaturized Computer

I first saw Yoggie Security System at CES 2008 -- and this year they made a second appearance and I took a second look. They make itty-bitty USB computers. Yup, that’s right -- computers.

They actually have an OS (it’s Linux) in a USB device and the little guys provide some pretty amazing security  services. Essentially it replaces your software firewall and protects your computer from malicious attacks -- with a PHYSICAL barrier. The result looks to be a performance boost since all the “thinking” is done by the Yoggie device. Pretty interesting concept for somewhere in the $120 range with the free copy of Kaspersky™ Anti-Virus.

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Logitech is Putting Extra Displays EVERYWHERE

I saw dozens of add-on type mini-displays at CES this year. They are already fairly cheap (many were priced around $129) and most are USB powered. Looks like a pretty convenient way to leave a certain Web site (weather?) open all the time.

It’ll be interesting to see how they get used. Logitech was showing a gamer keyboard with a little 2-inch by 3-inch display -- the color GamePanel LCD shows game stats, system information, communication data, video playback, image slideshows, or other information, without leaving the game. It seemed to be a solution in search of a problem to me, but it sure did draw a crowd. Go here to watch the video.

 

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A Tip - How to Make Some Real GREEN in Your Office This Tax Season

CES offers all sorts of technology -- some is directly related to the practice of public accounting, some has no relationship at all. Some is boring, most is interesting, and a bit is actually fun. This adaptation of technology meets the “fun” test (IMHO) but completely fails the “related to public accounting” one. But -- since it was SO interesting I decided to make a real stretch and tell you about it. Thus the cheesy headline.

The EasyBloom Plant Sensor is an Internet-enabled gardening device that recommends which plants will thrive in a specific location and diagnoses plants. You stick it in soil next to your plant and the device records soil conditions, sunlight, moisture and temperature. After 24 hours you plug it (the other end, silly!) into a USB port and the EasyBloom Web site will analyze your conditions and recommend plants that will thrive or will tell you what is wrong with your (probably dying if it’s tax season!) plant. The online database is very extensive and the technology quite sophisticated.

It’s available now at Amazon.com and other on-line retailers at about $60.

Maybe my anemic-looking ficus tree has hope after all!!

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Lenovo: “You Can Have Your Dual Monitors and Take it With You, Too”

Lots and lots to see here in Las Vegas at 2009 CES. Last night at the press-only opening session (CES Unveiled) I spied several neat things in which I think we as practicing accountants might be interested.

First on the list -- from Lenovo a dual screen laptop! The ThinkPad W700ds sports a second 10.6-inch display that extends from the primary 17-inch lid providing a true multi-monitor experience. It is VERY expensive and VERY heavy, at $5,100 and 11 pounds, but it certainly shows a future for remote workers (read -- your audit staff!) that desperately need dual monitors while working in the field. Perhaps not ready for purchase THIS year -- but soon, very soon.

Visit the Lenovo site for more details.


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For the Client Needing to File a Single (or Two or Three) 1099s

The small practitioners bane starts tomorrow -- the client who needs to file just one or two 1099s. They expect help and they resist fees because “it’s just one single little form.” And you want to make sure they stay compliant. Many of us relegate the duty to an admin, but it still eats time and overhead.

My tip of the  day is to point your clients to www.FileTaxes.com.

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