Update on accounting business practices

Posted Leave a commentPosted in Accounting, Security, Small Business, Taxes

In the normal course of business it is necessary to periodically update for changing trends, technology and legal and industry standards. This month I made the following six changes that will be reflected in future engagements: 1. Elimination of fax communications. Fax is just outdated, often insecure and inefficient. Instead, I encourage the use of […]

Text messaging for income tax filing

Posted Leave a commentPosted in Computers and Internet, Security, Taxes

We notice that a growing portion of our tax clients prefer to communicate by text message over other methods like live in-person, telephone, fax, email, and video call. It is clear that texting is the #1 tax communication method now, exceeding the combined use of all other methods. The IRS and state tax authorities do […]

Accepting QuickBooks invitation to online accountant

Posted Leave a commentPosted in Accounting, QuckBooks, Security

Some blog post I write just for me, so that I’ll remember next time the situation comes up. If this helps another accountant, great. This is a workaround to a overly sensitive security issue that’s caught me a few times. A prospective client sends the accountant invitation through QuickBooks Online. (If you are not an […]

An experiment in password security

Posted Leave a commentPosted in Computers and Internet, Security, technoogy

Back in 2012 I published a few educational articles reviewing and promoting the use of password management software. The message in short: we should all be using separate, randomly generated passwords for each our online accounts that are not written or recorded in non-secure online locations and are changed periodically. One of these articles is still […]

Seven things you can do to help disarm the U.S.

Posted Leave a commentPosted in Leadership, News and Politics, Security

The world is changing at an increasing rate. This is called the “age of accelerations”. Unfortunately our government, our laws, and public attitude is not keeping pace with this rapid pace of change in a way that allows up to effectively process and deal with change1. The gun issue is a high profile, life-and-death example […]

Online Security 2018

Posted Leave a commentPosted in Law firm, Security, Small Business, Social Media

Each of us is entitled to have unusual hobbies or interests without having any particular reason to justify it. Such has been the case with me and my interest in digital and online security. I’ve published a string of articles on this blog and other web sites, including the NJCPA online forum, on this topic. […]

Manage these five key relationships for a happier 2018

Posted Leave a commentPosted in Computers and Internet, Data Management, Security

Recently there’s been a media blitz about the power and influence of what the New York Times calls the “Frightful Five”: Amazon, Google, Apple, Microsoft and Facebook. Despite this media blitz I suspect that most of us know little about this topic. The more we learn, the more we are likely to know why they […]

The Paperless Office

Posted Leave a commentPosted in Accounting, Computers and Internet, Data Management, Security, Small Business

I began the move toward a paperless office more than 20 years ago. Back then I operated a 5 person inter-discipline office with technology dominated by cables running from one machine to another. I was the the firm owner as well as the ‘technology guy’ by virtue of my early adoption of PC technologies1. By […]

Small business online security update

Posted Leave a commentPosted in Computers and Internet, Security, Small Business

I attended another online security program last week at the New Jersey CPA convention. This remains a topic of major concern for all types of technology users. My focus is on practical solutions for small business user issues. Yesterday an alarming show on National Public Radio reinforced the conclusion that these online security problem issues […]

It’s time for a fresh look at computer backup

Posted 2 CommentsPosted in Data Management, Security, Small Business

I revisit this topic of data backup occasionally and I think you should too. The simple question is ‘What’s the best way to keep my digital data safe from disaster?‘ The conversation involves several steps. First, it is important to recognize the range of risks. It does no good to have a backup system that […]