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From Roll-Ups to AI-Powered Platforms: How Technology and AI Are Redefining CPA Firm Value
Private equity-led consolidation is reshaping the accounting profession. Technology, once a back-office function, has become the core engine of value creation. For consolidators like Ascend Together, Springline Advisory and Platform…
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Why Many Accounting Firms Can’t Afford to Ignore IT Headaches Anymore
Ask most CPA firm leaders what keeps them up at night and you’ll hear about staffing, tax deadlines and client expectations. Increasingly, though, IT issues sneak into that list for…
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Stop Bolting on Apps: How CPA Firms Can Build a Smarter Tech Stack
For many CPA firms, technology decisions happen under pressure. There’s a deadline looming, a client demanding faster service or a team struggling with manual processes, and suddenly, another app gets…
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What to Expect from an Accounting-Focused IT Partner
Technology is no longer a back-office function for CPA firms. It’s the infrastructure that supports client responsiveness, remote access, security and speed under pressure. And yet, many firms are still…
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From Hype to Help: How CPA Firms Can Actually Use AI Today
AI is quickly becoming one of the most talked-about technologies in the accounting profession — and for good reason. As pressure mounts on CPA firms to increase efficiency, manage talent…
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A CPA Firm’s Simplified Guide to Cybersecurity Compliance
Compliance expectations for CPA firms are rising, with both the Internal Revenue Service (IRS) and the Federal Trade Commission (FTC) outlining clear standards for how firms should manage and safeguard…
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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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Cloud vs. On-Prem: Why CPA Firms Are Moving to the Cloud
For many CPA firms, IT infrastructure has historically been an afterthought—something managed in-house with minimal investment beyond basic security and compliance needs. But as firms grow, expand services and adopt…
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The Productivity Shift in Accounting: Moving Beyond Billable Hours
For decades, CPA firms have measured success through billable hours—more hours, more revenue, more perceived productivity. However, in an industry where client expectations, regulatory pressures and operational demands continue to…
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Integrating IT to Foster Client-Centricity in CPA Practices
Accounting firms are witnessing a notable shift in client expectations. Clients now seek more than traditional number-crunching; they desire proactive communication, personalized services and seamless digital interactions. Firms that adapt…
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AI Governance for CPA Firms: Managing Security, Compliance and Ethical Risks
AI is no longer a novelty in accounting—it’s becoming a fundamental part of daily operations. From automating workflows to supporting financial analysis, AI-driven tools are offering CPA firms new efficiencies.…
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AI for CPA Firms: Practical Applications and Best Practices
AI adoption in CPA firms is shifting from curiosity to practical application. As firms explore how AI fits into their operations, understanding different approaches to implementation is critical. From automation…
