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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…
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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…
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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 –…
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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…
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Microsoft Inspire: Key Takeaways from Day 1
While we miss the buzz and adhoc interactions with likeminded partners working in equal earnest to position themselves for the ever-expanding digital transformation opportunity, this year’s Inspire started off on…
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“Partnership”: The Most Overhyped Concept Amongst Service Providers
In looking at the marketing collateral for most service providers, one cannot help but notice that the “partner” keyword is sprinkled across quite a few places. Yet rarely does one…
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The Key to an Effective Client-MSP Partnership
In my discussions with our clients, I often hear that we are a “seamless extension of their IT”, not a replacement. This is especially gratifying given the increasingly complex and…
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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…
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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…
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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…
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Wolters Kluwer CCH Forward Together Virtual Conference Key Takeaways
While this year’s pandemic has put a damper on our favorite in-person events, our friends at Wolters Kluwer clearly worked hard to translate the value of their annual CCH user…
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Optimize Your CPA Firm for M&A Growth Transactions
Originally published November 9, 2020, by Kate Krupey, Netgain Consultant and President of CoreBlue Advisory, LLC at www.boomer.com. As CPA firms look at their future, many are considering how mergers…
