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The Office Tech Makeover

Column: Tricks & Tips

From the August 2007 Issue

I frequently meet accounting professionals who are either starting a new practice
or looking to update their office with the technology trends that have exploded
over the past few years. Many factors contribute to an existing practice that
finds itself lagging behind technologically, the most common being that as a
small practice principal they are often so deeply engaged in client work that
it can be difficult to stand back and assess where they are with their technological
infrastructure. For professionals starting a new practice (whether they are
new to the profession or striking out on their own), it is usually a matter
of providing a jumping off point.

While your technology expenditures may be significant, especially when starting
a new practice, keep in mind that these are investments in the productivity
and, ultimately, the profitability of your practice. Studies have found that
the average income of partners in the upper quartile of accounting firms is
about 60 percent more than those from other firms because these practices have
implemented technologies that enable them to work smarter, not harder. The same
studies show that these partners actually work less than their peers in the
lower 75 percent of firms. The rest of this column provides general insight
into some of the hardware and infrastructure that is central to the modern,
tech-savvy accounting practice.

Hire a Consultant
Many technology consultants will try to sell you everything they can, so find
one with a good reputation who has worked with people you know. If possible,
find one who is not a dedicated reseller of one specific brand and who does
not make his or her income from commissions. Find one that charges based on
a set fee structure or on an hourly basis. You want someone who will help you
to develop a technology plan that can include several options. This then allows
you to make the purchasing decisions. Your technology plan should also allow
for growth, so you should consider having the consultant visit you a year or
so after the implementation of your systems to help evaluate your technology

Computers with dual-core, 64-bit processors have only been widely available
for a little over a year, but they will become necessary in order to run the
most advanced programs within the next two or three years. These new computers,
generally loaded with Microsoft Vista, are exponentially faster at performing
the complex calculations behind all software applications. More powerful computing
systems will enable software developers to create much more powerful programs
that are faster, more stable, and share data more efficiently.

Here’s what you should look for:
A 2.0 GHz or greater dual-core processor; at least 2GB of RAM, expandable
up to at least 4GB of RAM; 500GB hard drive or greater; and Blu-ray, HD DVD,
or DVD+/-RW drive. Check out
or your favorite office supply store.

Every accounting office should have dual monitors (or triple screens) for their
professional staff. Multiple monitors allow you to have full-screen versions
of multiple programs open at the same time, which makes many tasks more efficient,
from tax prep and review, to client write-up and research.

Here’s what you should look for:
At least 19” LCD models. Check out, or larger computer

We’re moving toward the paperless office, but we still need to print.
Many professional offices are finding that having all-in-one devices on each
professional’s desk simplifies everyday tasks by allowing the user to
scan, print, copy or instantly create PDFs without leaving their desk. These
devices are not meant to replace office or workgroup printers, but instead reduce
the time spent running around the office.

Here’s what you should look for:
Print speed and quality; wireless capabilities; duplex printing; paper feed
capacity; color printing (if necessary). For more on all-in-one devices, check
out my column from the April/May 2007 issue (

Mobile devices
If your practice includes specialties like auditing, or if you have distant
clients or other reasons that require frequent work away from the office, mobile
connectivity is a must. This can come in the form of always-connected laptops
(with services from Sprint and other broadband wireless providers) or, more
conveniently, through the use of a BlackBerry, Treo or other handheld device.
In addition to wireless phone functions, most of the more advanced handhelds
now include full wireless Internet functionality that enables full access to
Microsoft Outlook for mail, contact management and scheduling. Additionally,
many accounting software vendors are including synchronization capabilities
that allow professionals to interact with their professional programs.

Here’s what you should look for:
Handhelds are very personal items that can reflect user personality and, to
some extent, the user’s aptitude for staying technologically adept.
Many of the features are not business-driven (such as MP3 and movie playback),
so find one that has the remote capabilities you need and the entertainment
features you want, but that also is comfortable to use as a phone. For a basic
primer on PDAs, check out my October 2006 column (
Also take a look at

Integrated Data/Voice Communications
Hidden in the walls or in a server storage closet, the infrastructure of a practice
can be easily overlooked, but it is the central nervous system of a practice’s
technological body. And as such, it can aid or limit the technological capabilities
of a professional firm. Long gone are the days of simple telephones and fax
machines. With Voice over Internet Protocol (VoIP) technology maturing, voice
phone systems now can be managed by the same systems that manage your computing
information, which allows messaging to be more efficiently stored, and also
gives extra perks through “unified messaging” functions.

“VoIP technologies definitely help professionals be more productive
by allowing more flexibility and remote access functions,” according to
Sam Perchez, senior consultant at Central Telecommunications, Inc. (,
an authorized NEC dealer that provides integrated voice and data solutions nationwide.
“Unified messaging makes it easy to quickly see all of your voicemail,
e-mail and faxes all on one screen, whether you’re in the office or on
the road.” In addition to checking voicemail from the computer, the systems
also allow the user to check e-mail from their phone or mobile device.

The more advanced SMB communication systems, such as NEC’s Elite IPK
II and Univerge NEAX 2000 IPS, provide a hybrid telephone/data platform that
is easy for small businesses to use and include caller ID, voicemail, attendant/directory
capabilities and automatic call distribution. The system can also integrate
with Outlook, ACT! and GoldMine for CRM functions.

Getting your practice caught up with technology, or starting out in practice
with the right tools, is not an easy task. As I stated earlier, it is best done
with the aid of a consultant. Setting up a technologically advanced office is
not inexpensive, but the investment is beneficial to the partners, the practice
as a whole and to clients. While there are many leasing and financing options
available to businesses, I recently met a company that specializes in financing
technology for practices, from hardware and infrastructure, through all accounting
and tax programs — Falcon Leasing (
The company offers up to 100 percent financing on IT purchases through any vendor,
which can certainly come in handy when performing an ultimate makeover on your
practice or when starting from scratch.