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The 3 Things All Security Audits Must Contain For LA CPAs

Posted by Craig Pollack on Jun 20, 2016 7:30:00 AM

Accountants listen up - by now you should know just how important security audits are and also should be aware of the great number of benefits they carry with them. But, are you equally knowledgeable with the types of things auditors would be looking for or the protocols you should be able to demonstrate during the review?

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Topics: CPA and Accountant Articles

7 Considerations for LA CPAs to Make Before Moving to the Cloud

Posted by Craig Pollack on May 27, 2016 9:02:00 AM

Like all Certified Public Accountants, whether they’re located in Los Angeles or not, you no doubt spend much of your time sifting through your clients’ documents, advising them on aspects of their finances, and preparing tax returns. Do you ever wish that your storage system, or, indeed, your entire network, could be a little more accessible? Or do you ever wonder what would happen to your business if a disaster struck your base of operations?

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Topics: CPA and Accountant Articles

5 Ways an LA Distributor Can Improve Their Technology

Posted by Craig Pollack on May 26, 2016 8:57:00 AM

These days it would be difficult, if not impossible, for your LA distribution business to operate without the assistance of technology. Your orders are no doubt placed online, while your invoices and inventories are stored within your computer system’s servers and orders tracked via GPS-enabled technology.

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Topics: Distribution and Manufacturing Articles

5 Things a Los Angeles Distributor Can Automate in Their Warehouse

Posted by Craig Pollack on May 25, 2016 8:51:00 AM

As an LA based distributor or manufacturer, you’re well aware that yours is an industry that is constantly changing, evolving into something almost unrecognizable. While reinvention and development are both integral to keeping things moving efficiently and ensuring your customers are constantly satisfied, it can be exhausting attempting to keep up with such demands; just how can you ensure your working environment is supporting your endeavors to keep up?

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Topics: Distribution and Manufacturing Articles

The 5 Top Tax Research Systems for LA CPAs

Posted by Craig Pollack on May 24, 2016 9:00:00 AM

Regardless of the number of years you’ve spent working in Los Angeles as a CPA, there’s a good chance that you still come across terms or clauses that you’re unfamiliar with. Not only is the tax system complicated, but on top of that it’s always changing too. When you’re in such a position of trust, it’s likely that your clients will look to you for information and clarification.

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Topics: CPA and Accountant Articles

6 Ways LA Investment Advisors Can Prevent Data Leakage

Posted by Craig Pollack on May 23, 2016 8:35:00 AM

In your role as an LA Investment Advisor, you handle so many different types of sensitive data on a daily basis that it may be a struggle to keep up. Controlling the data and ensuring its security is vital, as a security breach or “data leakage” could prove catastrophic for the reputation of your business. And as we all know, for a service business your reputation is everything.  So, how do you prevent such an eventuality?

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Topics: Investment Advisor Articles

The Top 5 IT Mistakes LA Distributors Can’t Afford to Make

Posted by Craig Pollack on May 6, 2016 8:30:00 AM

Since the early days back in the 90’s in LA distribution centers and warehouses, information technology has evolved to become the beating heart of the industry, helping businesses to operate more efficiently and with greater productivity than ever before. However, as with many things in business, IT only works well under its own steam to a certain point; everything else is your responsibility.

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Topics: Distribution and Manufacturing Articles

7 IT Habits of Highly Successful LA RIAs

Posted by Craig Pollack on May 5, 2016 9:00:00 AM

Some of the most successful Registered Investment Advisors in Los Angeles have key components in common with the most successful RIAs located anywhere in the country. Naturally, security, compliance, and operational efficiency are always most top of mind.  But, there are none more important nor as impactful as how they view and run their technology.

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Topics: Investment Advisor Articles

5 Great Online Resources for LA Distributors

Posted by Craig Pollack on May 4, 2016 6:54:00 PM

Could you do with a little guidance when it comes to improving your inventory turn, or warehouse or bin management, or improving shipping efficiency or reducing logistical costs? Are you unsure of the latest software developments or what the market leaders in your industry are doing to stay ahead? Worry no longer; the Internet is home to a wide variety of resources that can help you get a grip on the ever-changing face of distribution, regardless of the problem you’re attempting to solve. 

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Topics: Distribution and Manufacturing Articles

Technology Training for Your LA CPA Firm

Posted by Craig Pollack on May 3, 2016 12:33:00 PM

If you’re anything like the majority of LA based CPA’s, you easily recognize that technology is at the heart of everything you do. Your computer allows you to store and manage your clients’ data, while software and mobile apps make different elements of your work day far easier and more efficient than pen and paper ever could. Even your “diary” is managed via some form of technology.

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Topics: CPA and Accountant Articles

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