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The CPA Roll-Up’s AI Window, Part 3: Making the Multiple: The AI Playbook for PE-Backed CPA Platforms
You’ve seen why AI is the catalyst and why the window is still open. Now it’s time to quantify the payoff and show how to capture it. Private equity sponsors…
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The CPA Roll-Up’s AI Window, Part 2: The AI Arbitrage – Why the Window Hasn’t Closed (Yet)
If AI is the catalyst for the next breakout accounting platform, why hasn’t anyone built the unicorn yet? After dozens of private equity deals since 2020 and nearly every firm…
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The CPA Roll-Up’s AI Window, Part 1: The Window Is Open – For Now
Private equity firms have poured billions into accounting roll-ups, chasing the industry’s long-promised “unicorn.” Yet despite 90-plus transactions since 2020, no platform has broken out. The next 24 to 60…
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Your AI Operating Reset: The Once-in-a-Generation Unicorn Moment for CPA Firms
Every decade or two, an alignment happens that changes the trajectory of an entire profession. For accounting firms, that moment is now. AI has matured from a novelty to a…
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What Your Client Conversations Aren’t Telling You (Yet): The Power of Transcript Analysis
As a CPA industry veteran and technology leader at Netgain, I’ve personally witnessed a dramatic shift in how accounting firms deliver value to clients. The most profound insight I’ve gained…
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Preparing for the Upcoming Tax Season – IRS 4557 Updates
As the busy season approaches, CPA firms are gearing up to manage an influx of client data and tax returns. But while handling this surge in activity, it’s crucial to…
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Unlocking the Potential: Why CPA Firms Should Transition from VMware Horizon to Microsoft Azure Virtual Desktop
In recent years, VMware Horizon has been a popular platform to provide virtual desktop infrastructure (VDI) in the CPA and accounting industry. However, since Broadcom’s acquisition of VMware, concerns about…
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Streamline Your CPA Firm’s Acquisition with Netgain’s Expertise
In the evolving landscape of mid-sized and larger CPA firms, sponsor-backed platforms are driving consolidation of smaller, regional CPA firms. This consolidation aims to leverage economies of scale, enhance expertise,…
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Enhancing Remote and Offshore Work for CPA Firms with Azure Virtual Desktop
CPA firms are increasingly leveraging offshore talent to manage workload peaks and optimize costs. However, ensuring that remote workers, particularly those located halfway around the world, have a seamless and…
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Optimizing Performance and Cost: Microsoft Azure in CPA Firms
Microsoft Azure offers a wide range of cloud-based resources and tools for building, deploying, and managing various types of applications and services. Although many CPA firms have adopted Microsoft Azure,…
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Backups in Azure vs Azure Site Recovery: A Comparative Analysis for CPA Firms
CPA firms require robust disaster recovery solutions to ensure continuous operations and data security. This blog provides an overview and comparison of backups in Microsoft Azure and Azure Site Recovery…
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Don’t Let Compliance Drive Your Cybersecurity: 7 Key Insights for Healthcare Administrators
Healthcare administrators carry the pivotal duty of protecting patient information as they navigate the complexities of the industry. Compliance often takes the spotlight, but meeting regulations doesn’t guarantee optimal cybersecurity.…
