Wow, what a week. The Netgain Fintech team attended a well-organized and executed Boomer Consulting’s BTC Summit 2022 event at a fantastic new location, the Loew’s Hotel in Kansas City’s Power & Light District. We
CPA Firm of the Future – Is your Infrastructure Ready? 3 Things to Consider
1. Tech intensity is key for firms to adapt and thrive CPA firms today are navigating several common challenges as they seek to expand their advisory services through organic growth, merger & acquisition (M&A) activity,
AICPA Engage 2022 Conference – An Overview from a Technology Provider’s Perspective
It was great to be back in person at AICPA’s Engage Conference last week in Las Vegas! As a provider to the CPA profession, I was excited to see the conference grow in attendance and
The 80/20 Rule: Balancing Innovation with Operational Execution
Traditional client satisfaction metrics (CSAT, NPS) provide useful insights into value created by managed services providers (MSP), but they are not the most important metric. Instead, the question that we lead with in our engagement
Tax Season 2022 Planning – Spotlight on Communications
With tax season 2022 fast approaching, how are you doing with final stretch preparations? While many core processes will be repeated with the deftness and confidence that only years of experience can provide, there have
How CPA Firms Can Capitalize on the Value of Microsoft’s Power Platform
Microsoft’s Power Platform is a low-code platform or set of tools that provides a way to create applications, data visualization, workflow, and automation in an accessible and familiar environment – Microsoft 365 (M365). They put
2021 CPA Firm Trends Key Takeaways from a Summer of Discussions
This summer has been a whirlwind of meetings and conferences, most of them in person as a refreshing change. As the COVID Delta Variant threatens to send us backward in terms of human contact, I
The Key to Strategic IT for CPA Firms
In our last blog post, we highlighted the importance of making IT a partner when defining CPA firm strategy. In this post, we’ll talk about some of the barriers to being able to do so.
Making IT Strategic to CPA Firm Direction
Whether your CPA firm’s strategic direction anchors around traditional merger & acquisition strategies, organic growth through a defined marketing plan, the delivery of new services and offerings, or some other project, IT undoubtedly plays a
The New Internal IT: Driving Strategic Initiatives & Finding Capacity in 2021
This year, Netgain was a proud gold sponsor at Wolters Kluwer’s CCH Forward Together Virtual Conference. At the conference, our team interacted with attendees through our virtual booth and presented a session on “The New