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Flip the Script: Build Your CPA Firm’s AI Strategy Around Business Goals
When someone proposed a new advisory practice or service line, Gary Thomson learned to ask for more than a good idea. Enthusiasm mattered, and the opportunity might fit the firm’s…
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The 2027 CPA Firm Technology Planning Guide: Five Decisions to Make Before Busy Season
It’s October, and your firm is working through next year’s technology budget. The application slowdowns from last busy season are still on IT’s list. One team expects to add seasonal…
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The AI Advantage for CPA Roll-Ups Isn’t Access. It’s Execution.
By the time a CPA platform has completed a string of acquisitions, it may already have plenty of AI. One firm is using Copilot. Another has teams experimenting with ChatGPT…
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Signs Your CPA Firm Has Outgrown Its Infrastructure
Your firm has just acquired a 40-person practice. On paper, the integration looks manageable. In reality, your IT team is drowning as they try to learn the new practice’s different…
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AI for CPA Firms: Where It’s Actually Working and What Comes Next
A year ago, many conversations about AI for CPA firms still started with the same basic question: What can we actually do with this? That question is quickly being replaced…
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Your Firm Is Already Using AI. The Question Is Whether You Can Govern It.
For most CPA firms, AI adoption isn’t a future initiative. It’s already happening, mostly out of view. Your people are using ChatGPT, Claude and other tools to draft, summarize and…
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Netgain Named to CRN’s 2026 Fast Growth 150, Extending Six-Year Run of CRN Recognition
Honor Reflects Netgain’s Growth and Continued Investment in Industry Expertise and Client Service MINNETONKA, Minn., Aug. 6, 2026 – Netgain Technology, LLC, a provider of managed cloud, IT and cybersecurity…
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Technical Debt in CPA Firms: The Costs That Never Appear in the IT Budget
Nobody approves a budget line called technical debt. Nevertheless, it accumulates 20 minutes at a time: a manager reconciling two reports, an associate re-entering client data and an IT leader…
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The Outdated WISP Problem Hiding in Many CPA Firms
A Written Information Security Plan may satisfy the question “do we have one?” But if it no longer reflects your people, systems, vendors and workflows, it may not help when…
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AI Governance for CPA Firms: Closing the Gaps Your Current Policies Don’t Cover
Most CPA firms already have policies for data security, acceptable use, vendor management, incident response and client confidentiality. Many also have a Written Information Security Plan, or WISP, that outlines…
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Why Hosted Desktops Still Matter as CPA Firms Embrace SaaS
SaaS changed where applications live. It didn’t change where work happens. Over the last decade, CPA firms have embraced cloud-based applications at a rapid pace. Tax platforms, document management systems,…
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7 Signs Your CPA Firm Has Outgrown Its Technology Environment
Five years ago, many CPA firms were focused on a relatively straightforward technology goal: making applications accessible from anywhere. Today, the conversation is very different. Firm leaders are evaluating AI…
