Brian Tankersley is a technology contributor for CPA Practice Advisor, and is a frequent speaker at national continuing education courses on auditing and technology, as well as a consultant, coach and instructor for K2 Enterprises.
Accounting June 19, 2022
One of my personal goals this year is to increase the amount of automation I use in my work so that technology is working for me instead of me working to maintain the technology. I’ve used cloud-based accounting packages along with Receipt Bank, 1Tap ...
Accounting April 21, 2022
Many RPA solutions are designed to be used by business users like accounting professionals, and while some tasks will still require the assistance of an IT professional, with some training, these “low-code/no-code” tools can bring the power of ...
Accounting August 8, 2021
Auditing has changed significantly over the last 50 years. During the days of paper general ledgers (the 1970’s and 1980’s), two auditors would work together to validate the posting of entries from the general journal to the general ledger using a method called “holler and tick”. The person with the general ledger book would call...…
Accounting June 11, 2021
This column is the second in a series on process automation. The first article in the series can be found at http://cpate.ch/bt-rpa-1. Process automation starts with simple tracking and reporting of the activity with a workflow management system, which gets the activity data out of the old paper routing slips and into a structured format...…
Accounting April 13, 2021
RPA is not an entirely new technology – in fact, many concepts included in RPA are descendants of older technologies like optical character recognition (OCR) of scanned documents, zonal OCR, the “screen scraping” tools used for decades to extract data ...
Technology January 16, 2021
E-mail based malware and phishing attacks are frighteningly simple to create. Last fall, an international CPA firm association commissioned me to create some materials and resources for their firms.
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October 28, 2020
The K2 Quality Awards are in their nineteenth year and the are among the most well respected and longest standing awards in the Accounting industry. In announcing this year’s award winners, Randy Johnston, Shareholder and VP at K2 Enterprises was ...
Technology August 18, 2020
In the future, we will move beyond simple data integrations between applications toward workflow automation tools and with data from many different mainstream systems consolidated in a business intelligence tool. My research shows that most mid-sized ...
Accounting February 15, 2020
This column will go through some of the gear I carry with me when working out of the office. As someone who spends over 100 days a year traveling, I don’t have the option of waiting until I get back to the office to deal with most things.
Technology February 13, 2020
While most of our firms have transitioned away from paper-based records, many of us still struggle to digitize the business processes in our firms. As I write this, we are in the late stages of conducting the 6th Annual CPA Firm Operations and ...
March 14, 2019
The internet has brought many changes to our office work environment, and one of the most significant areas where I see firms not ready to meet client expectations is being ready to participate in effective virtual meetings. Virtual meeting platforms ...
January 1, 2019
December has come again, and it’s time to predict the big stories for 2019. Here are the seven trends I think will have transformational impact on practitioners and their firms in the coming year:
