Technology & Information Management

8 Rules for Effective Technology Management
 

8 Rules for Effective Technology Management

Posted: January 20, 2017
These eight rules of technology management will help your firm develop a tech strategy that is aligned with overarching firm strategy, and set you up for success today and into the future.

5 Steps to Embrace and Leverage Technology
 

5 Steps to Embrace and Leverage Technology

Posted: January 5, 2017
This business-owing CPA with over 30 years of experience offers advice on how to leverage and use new technology to keep your business thriving.

Document Retention Today
 

Document Retention Today

Posted: October 28, 2016
Electronic document retention has more dimensions than most professionals consider until suffering the pain caused by having a document system by patchwork rather than by design.


A Look Ahead: 7 Technology Predictions for 2020
 

A Look Ahead: 7 Technology Predictions for 2020

Posted: September 27, 2016
As you begin making your plans, one of the key drivers and influencers will be the technologies available to you and your team members to improve individual and team efficiency. We examine the technologies that will impact business professionals in the year 2020 and beyond.


Workflow in a CPA Firm
 

Workflow in a CPA Firm

Posted: July 1, 2016
With the move from paper-based to computerized practice with cloud-based accounting and tax compliance systems, workflow software is involved in every part of the accounting practice. It’s a tool that makes communication with clients and authorities easier and quicker.

What’s New in Enterprise Performance Management?
 

What’s New in Enterprise Performance Management?

Posted: June 24, 2016
Cloud-based Enterprise Performance Management applications are becoming the preferred way to deliver speed and agility — both in terms of how the systems are deployed as well as how they enable the finance team to streamline reporting and planning and to respond quickly to changes in business.

Office 365: The Staple of the Business Cloud?
 

Office 365: The Staple of the Business Cloud?

Posted: June 8, 2016
The cloud continues to dominate conversations in businesses of all sizes every day. The application that businesses most commonly bring to the cloud is their email and productivity suite.

File Sharing Sanity: Who Do You Trust?
 

File Sharing Sanity: Who Do You Trust?

Posted: May 18, 2016
The essence of file sharing is that anyone that you deem appropriate can access files you wish to share — anytime, anywhere. Here is a thumbnail sketch of potential file-sharing choices.

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