Are you a minimalist auditor?
I remember when I would load my audit files on a hand-truck (I’m not kidding), especially for local government audits. I felt like I worked for a moving company rather than a CPA firm.
My back is thankful for paperless software.
In the present age of minimalism, everything is smaller, even the audit gear we use. Scanners, monitors, cell phones, tablets, projectors–all are more compact. For the traveling auditor, this is like manna from heaven.
Let me suggest a few hardware and software ideas to lighten your load.
The weight is 4.9 pounds and the cost is $249.99. It has a ten-page document feeder.
If you want a lighter scanner with fewer features, try the ScanSnap S1100, weighing only 12.3 ounces. The cost is $169.99.
Can’t spare the traveling space for a scanner? Or maybe you’d rather not spend the money? Buy the cell phone scanning app: Scanbot. The cost is $1.99. Scanbot is available on iPhones and Android phones. The app can scan multiple pages and will–once you tweak the settings–automatically feed output to a cloud product such as Evernote. Alternatively, you can email the scans.
I use a Dell laptop that has a ten-key pad built into the keyboard, so I don’t need a separate adding machine. I use Judy’s TenKey software; the cost is $19.95.
I use an iPhone 6S and love the feel and intelligence of this device. The battery life is substantial and the weight is 6 ounces. It fits in my pant’s pocket.
Most cell phone companies offer Internet hotspots. Since you probably already own a cell phone, there is no need for an additional physical device for an Internet connection. Check with your cell phone company about activating the hotspot. The cost will be about $30 per month.
I am an Apple fan, so you know I will recommend the iPad mini which can be purchased for as little as $279 (16GB model) on Amazon. The weight is less than 1 pound.
The Pico Projector is pocket sized and, at $240, provides you with 125 lumens. The dimensions are 5.6 x 2.7 x 1.2 inches and it weighs 12.8 ounces.
How do you lighten your traveling load? Please share your ideas.
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Charles Hall is a practicing CPA and Certified Fraud Examiner. For the last thirty years, he has primarily audited governments, nonprofits, and small businesses. He is the author of The Little Book of Local Government Fraud Prevention and Preparation of Financial Statements & Compilation Engagements. He frequently speaks at continuing education events. Charles is the quality control partner for McNair, McLemore, Middlebrooks & Co. where he provides daily audit and accounting assistance to over 65 CPAs. In addition, he consults with other CPA firms, assisting them with auditing and accounting issues.
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