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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,…
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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…
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2022 RSA Conference – 3 Key Takeaways
According to this article by CRN about this year’s RSA Security Conference, “cybersecurity is now in ‘fast-forward’ mode where attendees are almost in awe at the transformation of the industry…
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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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Security Lesson #7: The Essentials of Implementing Effective Perimeter Security
As I highlighted in my first post, no company or government agency is immune to cyberattacks, and these attacks are a growing threat to every organization. To protect against these attacks, you need…
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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…
