Posts Tagged ‘Cloud-based’

2018 CPAFMA Technology Survey Findings – Part 3

CPA Tax and Audit Applications and Technology The CPA Firm Management Association recently conducted its second comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to…

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2018 CPAFMA Technology Survey Findings – Part 2

CPA Firm Practice Management Applications The CPA Firm Management Association recently conducted its second comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise…

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2018 CPAFMA Technology Survey Findings – Part 1

CPA Technology: Hardware, Infrastructure and Governance The CPA Firm Management Association recently conducted its second comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally…

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“LEAN” Tax Production Opportunities

Your firm went “paperless” for tax processing a long time ago, but is it really taking advantage of the digital tools and production processes that have evolved since then?  In our consulting within CPA firms, we often find that many created digital versions of processes that simply emulated their manual processes.  For example, moving physical…

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Introducing the Blockchain Concept to Your Firm

For the past year, AICPA leadership has been touting the evolution towards the “audit of the future,” with one of the core discussion points being how Blockchain will be one of the driving technologies behind financial reporting and operating a business in the future.  This has been bolstered by a tidal wave of articles describing…

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Building a Learning Culture in Your Firm

CPAs are knowledge workers and the more thoroughly they understand how to utilize their technology and optimize the profession’s best practices to service clients, they more effective and profitable their firms will become.  One of the most important lessons I learned in my three decades in the CPA environment is that firms that have made…

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Eight Reasons Firms Should Move to the Cloud

The 2017 CPA Firm Management Association (CPAFMA.org) Paperless Benchmark Survey found that 23% of firms had moved their IT Infrastructure to cloud providers instead of building and maintaining them themselves.  Read below why this trend is accelerating and why your firm should be considering the move: Replacement Cost of Onsite Network: As servers come to…

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2016 CPAFMA Technology Survey Findings-Tax Technology

The CPA Firm Management Association* recently conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  The survey was conducted in January 2016, with 140 members participating, 90% of which had between 11 and 149 personnel and almost half being multi-office.  …

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