[ { "key": "UQJVZZ3S", "version": 1, "library": { "type": "group", "id": 25493, "name": "KHE Zotoro HW", "links": { "alternate": { "href": "https://www.zotero.org/groups/khe_zotoro_hw", "type": "text/html" } } }, "links": { "self": { "href": "https://api.zotero.org/groups/25493/items/UQJVZZ3S", "type": "application/json" }, "alternate": { "href": "https://www.zotero.org/groups/khe_zotoro_hw/items/UQJVZZ3S", "type": "text/html" } }, "meta": { "createdByUser": { "id": 341384, "username": "KEcott", "name": "", "links": { "alternate": { "href": "https://www.zotero.org/kecott", "type": "text/html" } } }, "creatorSummary": "DeFelice", "parsedDate": "2010-01", "numChildren": 0 }, "data": { "key": "UQJVZZ3S", "version": 1, "itemType": "journalArticle", "title": "Technology Is a Cornerstone of Successful CPA Firms", "creators": [ { "creatorType": "author", "firstName": "A.", "lastName": "DeFelice" } ], "abstractNote": "High-performing firms include technology in their strategic plans and leverage those tools to help them succeed in areas such as client service, practice management and staffing, according to a survey by Opinion Research Center. The survey included quantitative interviews with 100 partners at firms ranging in size from five to more than 100 employees that reported above-average revenue per employee. Paperless practices topped the list of strategies these firms are using, with 75% having a paperless strategy in place, 52% of which have been executing that strategy for at least three years. Separately, social media turned up high on the adoption list, with 41% of partners leveraging social media tools for professional use, and the majority reporting at least weekly use.", "publicationTitle": "Journal of Accountancy", "publisher": "", "place": "", "date": "Jan 2010", "volume": "209", "issue": "1", "section": "", "partNumber": "", "partTitle": "", "pages": "22", "series": "", "seriesTitle": "", "seriesText": "", "journalAbbreviation": "", "DOI": "", "citationKey": "", "url": "", "accessDate": "", "PMID": "", "PMCID": "", "ISSN": "00218448", "archive": "", "archiveLocation": "", "shortTitle": "", "language": "", "libraryCatalog": "ProQuest", "callNumber": "", "rights": "", "extra": "", "tags": [ { "tag": "CPAs", "type": 1 }, { "tag": "Information technology", "type": 1 }, { "tag": "Polls & surveys", "type": 1 }, { "tag": "Technology adoption", "type": 1 } ], "collections": [], "relations": {}, "dateAdded": "2010-09-14T00:12:19Z", "dateModified": "2010-09-14T00:12:19Z" } }, { "key": "T37KZTFQ", "version": 1, "library": { "type": "group", "id": 25493, "name": "KHE Zotoro HW", "links": { "alternate": { "href": "https://www.zotero.org/groups/khe_zotoro_hw", "type": "text/html" } } }, "links": { "self": { "href": "https://api.zotero.org/groups/25493/items/T37KZTFQ", "type": "application/json" }, "alternate": { "href": "https://www.zotero.org/groups/khe_zotoro_hw/items/T37KZTFQ", "type": "text/html" } }, "meta": { "createdByUser": { "id": 341384, "username": "KEcott", "name": "", "links": { "alternate": { "href": "https://www.zotero.org/kecott", "type": "text/html" } } }, "creatorSummary": "Boomer", "parsedDate": "2010-05-19", "numChildren": 0 }, "data": { "key": "T37KZTFQ", "version": 1, "itemType": "magazineArticle", "title": "Technology accelerates competitive advantages", "creators": [ { "creatorType": "author", "firstName": "Gary L", "lastName": "Boomer" } ], "abstractNote": "Too many firms simply maintain existing technology, rather than investing in new hardware and software that bolster innovation and new revenue streams. Technology plays a significant role in four primary areas that comprise a competitive strategy for the years to come: 1. talent management, 2. process and workflow, 3. marketing and sales, and 4. strategic advantage. Talent management will always be critical in fostering the success of an accounting firm. Many tools are available to help firms in this area, including learning management systems that specify learning ladders for various levels, develop personal curricula and track progress. The following technologies will increase efficiency if a firm changes its processes, trains and ensures compliance: 1. scanning and organizing tax information into standardized PDF files with bookmarks, 2. using OCR technology to transfer client data automatically into the tax software, and 3. using workflow applications to track documents and manage due dates. Marketing tools are social network, an interactive Web site, and CRM. The most significant development to impact firms over the next few years will be \"cloud computing\" or Software-as-a-Service.", "publicationTitle": "Accounting Today", "publisher": "", "place": "", "date": "Apr 19-May 9, 2010", "volume": "Vol 24", "issue": "Iss 4", "pages": "2", "ISSN": "", "DOI": "", "citationKey": "", "url": "", "accessDate": "", "archive": "", "archiveLocation": "", "shortTitle": "Technology Accelerates Competitive Advantages", "language": "", "libraryCatalog": "", "callNumber": "", "rights": "", "extra": "", "tags": [ { "tag": "Accounting" } ], "collections": [], "relations": {}, "dateAdded": "2010-09-14T00:12:15Z", "dateModified": "2010-09-14T00:12:15Z" } }, { "key": "ET9DKT2P", "version": 1, "library": { "type": "group", "id": 25493, "name": "KHE Zotoro HW", "links": { "alternate": { "href": "https://www.zotero.org/groups/khe_zotoro_hw", "type": "text/html" } } }, "links": { "self": { "href": "https://api.zotero.org/groups/25493/items/ET9DKT2P", "type": "application/json" }, "alternate": { "href": "https://www.zotero.org/groups/khe_zotoro_hw/items/ET9DKT2P", "type": "text/html" } }, "meta": { "createdByUser": { "id": 341384, "username": "KEcott", "name": "", "links": { "alternate": { "href": "https://www.zotero.org/kecott", "type": "text/html" } } }, "creatorSummary": "Boomer", "parsedDate": "2009-10-05", "numChildren": 0 }, "data": { "key": "ET9DKT2P", "version": 1, "itemType": "journalArticle", "title": "Essentials for competing in today's economy", "creators": [ { "creatorType": "author", "firstName": "L.", "lastName": "Boomer" } ], "abstractNote": "Technology is a primary driver of production and is of the utmost importance to your firm's future. Better software, integration and Web-related tools are available, and more are on the horizon as bandwidth increases and becomes more accessible. The demand for IT services is being driven by what end users can do at home, rather than what they can do at the office. Sadly, the majority of firms continue to invest in the same core technologies that they have invested in for the past five-to-10 years. They should be spending more of their technology investment on new technologies and training. New technologies firms should be investing in are digital content management; search, version control and check-in/out capabilities; and Web access and the ability to work remotely. These technologies require planning, people and processes plus change management. They are firm projects and should be led by firm leaders with IT support. The evaluation of IT personnel should be consistent with their job descriptions and focus on priorities in four areas: financial, learning/training, standards, policies and procedures, and end-user satisfaction. A written strategic plan built upon a clear vision, mission, core values and prioritized strategic objectives will dramatically increase the chance of firm and employee success.", "publicationTitle": "Accounting Today", "publisher": "", "place": "", "date": "Oct 5-Oct 18, 2009", "volume": "23", "issue": "15", "section": "", "partNumber": "", "partTitle": "", "pages": "26", "series": "", "seriesTitle": "", "seriesText": "", "journalAbbreviation": "", "DOI": "", "citationKey": "", "url": "", "accessDate": "", "PMID": "", "PMCID": "", "ISSN": "10445714", "archive": "", "archiveLocation": "", "shortTitle": "", "language": "", "libraryCatalog": "ProQuest", "callNumber": "", "rights": "", "extra": "", "tags": [ { "tag": "Accounting firms", "type": 1 }, { "tag": "Capital investments", "type": 1 }, { "tag": "Competition", "type": 1 }, { "tag": "Information technology", "type": 1 } ], "collections": [], "relations": {}, "dateAdded": "2010-09-14T00:12:12Z", "dateModified": "2010-09-14T00:12:12Z" } }, { "key": "XIZIRFTC", "version": 1, "library": { "type": "group", "id": 25493, "name": "KHE Zotoro HW", "links": { "alternate": { "href": "https://www.zotero.org/groups/khe_zotoro_hw", "type": "text/html" } } }, "links": { "self": { "href": "https://api.zotero.org/groups/25493/items/XIZIRFTC", "type": "application/json" }, "alternate": { "href": "https://www.zotero.org/groups/khe_zotoro_hw/items/XIZIRFTC", "type": "text/html" } }, "meta": { "createdByUser": { "id": 341384, "username": "KEcott", "name": "", "links": { "alternate": { "href": "https://www.zotero.org/kecott", "type": "text/html" } } }, "creatorSummary": "Thomas G Stephens", "numChildren": 0 }, "data": { "key": "XIZIRFTC", "version": 1, "itemType": "journalArticle", "title": "Does Your Technology Measure Up?", "creators": [ { "creatorType": "author", "firstName": "Jr", "lastName": "Thomas G Stephens" } ], "abstractNote": "Many CPAS and other business professionals are currently examining how technology can improve organizational efficiency and profitability. Key areas where organizations can improve are migrating to Microsoft Office 2007/Office 2010, managing information more effectively with a document management system, and implementing a workflow solution. Properly implemented workflow solutions increase efficiency, improve customer/client service, support paperless processes, and improve internal controls, all of which improve profitability. Now is a great time to consider how the organization's technology measures up.", "publicationTitle": "Today's CPA", "publisher": "", "place": "", "date": "May", "volume": "37", "issue": "6", "section": "", "partNumber": "", "partTitle": "", "pages": "19", "series": "", "seriesTitle": "", "seriesText": "", "journalAbbreviation": "", "DOI": "", "citationKey": "", "url": "", "accessDate": "", "PMID": "", "PMCID": "", "ISSN": "08894337", "archive": "", "archiveLocation": "", "shortTitle": "", "language": "", "libraryCatalog": "ProQuest", "callNumber": "", "rights": "", "extra": "", "tags": [ { "tag": "Accounting firms", "type": 1 }, { "tag": "CPAs", "type": 1 }, { "tag": "Efficiency", "type": 1 }, { "tag": "Information technology", "type": 1 }, { "tag": "Productivity", "type": 1 }, { "tag": "Technological planning", "type": 1 } ], "collections": [], "relations": {}, "dateAdded": "2010-09-14T00:12:10Z", "dateModified": "2010-09-14T00:12:10Z" } }, { "key": "ITUUUZTX", "version": 1, "library": { "type": "group", "id": 25493, "name": "KHE Zotoro HW", "links": { "alternate": { "href": "https://www.zotero.org/groups/khe_zotoro_hw", "type": "text/html" } } }, "links": { "self": { "href": "https://api.zotero.org/groups/25493/items/ITUUUZTX", "type": "application/json" }, "alternate": { "href": "https://www.zotero.org/groups/khe_zotoro_hw/items/ITUUUZTX", "type": "text/html" }, "up": { "href": "https://api.zotero.org/groups/25493/items/7FPDUVBF", "type": "application/json" } }, "meta": { "createdByUser": { "id": 341384, "username": "KEcott", "name": "", "links": { "alternate": { "href": "https://www.zotero.org/kecott", "type": "text/html" } } }, "numChildren": 0 }, "data": { "key": "ITUUUZTX", "version": 1, "parentItem": "7FPDUVBF", "itemType": "note", "note": "", "tags": [], "relations": {}, "dateAdded": "2010-09-14T00:12:07Z", "dateModified": "2010-09-14T00:12:07Z" } }, { "key": "7FPDUVBF", "version": 1, "library": { "type": "group", "id": 25493, "name": "KHE Zotoro HW", "links": { "alternate": { "href": "https://www.zotero.org/groups/khe_zotoro_hw", "type": "text/html" } } }, "links": { "self": { "href": "https://api.zotero.org/groups/25493/items/7FPDUVBF", "type": "application/json" }, "alternate": { "href": "https://www.zotero.org/groups/khe_zotoro_hw/items/7FPDUVBF", "type": "text/html" } }, "meta": { "createdByUser": { "id": 341384, "username": "KEcott", "name": "", "links": { "alternate": { "href": "https://www.zotero.org/kecott", "type": "text/html" } } }, "creatorSummary": "Kepczyk", "parsedDate": "2010-06", "numChildren": 1 }, "data": { "key": "7FPDUVBF", "version": 1, "itemType": "magazineArticle", "title": "6 Core Technology Strategies for Your firm", "creators": [ { "creatorType": "author", "firstName": "Roman", "lastName": "Kepczyk" } ], "abstractNote": "To help firms get a jump on deciding specifically which technologies they should be looking at, the Association for Accounting Administration surveyed 115 member firms at the tail end of busy season to find out what technologies they were already using, and which they felt would be the most important for firm administrators and partners responsible for firm technology to push through over the next few months. The top security technology for firms to evaluate this year was Encryption. A great resource to help firms develop a security training program that is \"understandable\" is StaySafeOnline.org run by the National Cyber Security Alliance. The second area of technology addressed in the survey had to do with those tools that promoted better client service. Respondents voted Portals for Client Delivery the number one technology. Microsoft Windows 7 was selected as the top network infrastructure item. Respondents feel that Next Generation applications that are built off a central database will have a significant impact on accounting firm technology. Sixty-five percent of survey respondents had already implemented Remote Access Tools, making it the top mobility technology firms should have in place. Thirty-five percent of respondents stated they were providing training on departmental applications. The survey found that 22% of respondents had created an Information Security Program.", "publicationTitle": "CPA Technology Advisor", "publisher": "", "place": "", "date": "June 2010", "volume": "Vol 20", "issue": "Iss 2", "pages": "2", "ISSN": "", "DOI": "", "citationKey": "", "url": "", "accessDate": "", "archive": "", "archiveLocation": "", "shortTitle": "6 Core Strategies", "language": "", "libraryCatalog": "", "callNumber": "", "rights": "", "extra": "", "tags": [ { "tag": "Accounting" } ], "collections": [], "relations": {}, "dateAdded": "2010-09-14T00:12:07Z", "dateModified": "2010-09-14T00:12:07Z" } } ]