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Strategically Optimizing Information Technology in Today’s CPA Firm

CPA firms are amongst the most complex business entities, from an IT perspective, as their individual departments require unique applications and equipment to optimize each department’s production processes.  The average…

Technology Apps and Trends

The 2017 CPA Firm Management Association (CPAFMA) Paperless Benchmark Survey was completed just before this past busy season with the purpose of identifying technology trends within medium and large accounting…

Beware of Technology “Gotchas” in M&A

Merger discussions kick into high gear each summer as partners look to expand their practice reach, combine well-suited practices, discuss new service opportunities, and address succession and retirement issues.  Often,…

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