John J. Bowman, Jr., a Pittsburgh-based accountant, suggests the best tools for accountants and finance professionals.
For more on accounting and finance, visit https://jbowmanaccountant.org/
2. RELIABLE
COMPUTER
Having a fast, reliable computer
will allow you to run multiple
programs at once. It also gives you
the peace of mind that you will be
able to do your job effectively.
3. Investing in a great tax software will help
you serve more clients at a more efficient
rate. Plus, tax software will catch any
mistakes you may make and gives you the
option to correct them. Doing so can save
your client a lot of money.
TAX SOFTWARE
4. Adding a layer of security to the confidential
and sensitive information found on most of
the files you have will ensure clients that their
information is safe. By having file encryption
in place you will be able to email sensitive
materials without the risk of the wrong
person getting a hold of that information.
FILE ENCRYPTION
5. SCANNER
In order to convert paper files into easily
accessible electronic files, you will need a
scanner. You can get a traditional
scanner/printer combo or even a file scanner
specifically for scanning documents and
sorting them. These special document
scanners often can scan both sides of a
double sided documents at the same.
6. GEAR UP
You can have the best
computer all the software in
the world, but nothing beats
old school gear. Have a great
calculator handy for crunching
numbers. Also have plenty of
writing utensils and notepads
around for note taking. Being
able to do the thing the “old
fashioned” way never hurts. You
may not always be able to rely
on technology and having the
tools to complete the job are
important.