Month: May 2018

5 Risks of Not Going to the Cloud

If you’re running an accounting firm you’re likely faced with a significant issue: Should you host your (and your clients’) data internally or move it to the cloud? A few…

Accounting Advisory Services: Modernize for Service Innovation

On its face, it can seem like an easily solvable equation. Clients are looking for more value from their CPA firm or accounting professional. From their end, CPA firms and…

2018 CPAFMA IT Benchmark Survey Findings Part 3

*This is Part 3 of 3 posts. You can read Part 1 here and Part 2 here. The CPA Firm Management Association recently conducted its second comprehensive technology survey tailored specifically…

Why Combine a Powerful CRM with QuickBooks Desktop

Feeling like you’ve outgrown QuickBooks and looking to move to an ERP? Despite what ERP companies are telling you, there’s an easier (and much cheaper) option that involves staying with…

2018 CPAFMA IT Benchmark Survey Findings Part 2

*This is Part 2 of 3 posts. Stay tuned for Part 3. You can read Part 1 here. The CPA Firm Management Association (CPAFMA) recently conducted its second comprehensive technology…

Key Takeaways from Avalara Crush DC 2018

We have finished up sponsoring the 2018 Avalara Crush event. The information filled sessions presented a wide range of content from blockchain technology, to the future of AvaTax, to discussion…

How Moving to the Cloud Changed This Attorney’s Life

Pete has been a good friend of mine for many years.  We used to go to summer camp together and we kept in touch. Now he’s an attorney in Philadelphia…

2018 CPAFMA IT Benchmark Survey Findings Part 1

*This is Part 1 of 3 posts. Stay tuned for Part 2. The CPA Firm Management Association (CPAFMA) recently conducted its second comprehensive technology survey tailored specifically to member firms…

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