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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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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…
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Demystifying AI: What CPA Firms Need to Know
AI is no longer a futuristic concept—it’s here, and organizations are already finding ways to integrate it into their daily operations. For CPAs, AI presents both opportunities and challenges, sparking…
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The Overlooked Role of CPA IT Leadership in Private Equity Acquisitions
Private equity (PE) is reshaping the accounting industry, injecting capital into CPA firms at an unprecedented rate. While these investments open doors to growth, scalability and operational efficiencies, they also…
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6 Cybersecurity Tips for CPA Firms in 2025
Cybersecurity is no longer a back-office concern for CPA firms—it’s a business-critical priority. As cyberattacks become more sophisticated, protecting client data and maintaining compliance with industry regulations are essential for…
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Resilient IT, Resilient Firms: Preparing CPA Firms for Tax Season and Beyond
Tax season can be a stressful time for CPA firms, stretching IT systems and operations to their limits. As client demands increase and workloads pile up, having the flexibility to…
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How CPA Firms Can Protect Themselves from Business Email Compromise
Cybercriminals are increasingly targeting CPA and accounting firms through business email compromise (BEC)—a sophisticated cyberattack that leverages trust and routine processes to exploit financial and sensitive data. Unlike traditional phishing…
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How CPA Firms Can Prepare for the Upcoming Busy Tax Season
As tax season approaches, CPA firms face unique, but not new challenges. Proper preparation is key to maximizing efficiency, staying compliant and delivering exceptional client service. In this post, we’ll…
