We make technology work for you!

Through our years of experience, and work with hundreds of CPA firms and marquee CPA associations, we are the leading provider of technology-driven results for CPA firms across the country.

Our objective is to help you leverage technology more effectively so your firm can be more efficient and profitable.  Our approach is business centric and founded in our deep understanding of working with both small and large CPA firms. We understand the applications you depend on everyday and the IT infrastructure required to support those applications.  In fact, we host those same applications for CPA firms across the country and have direct access to the key application providers.

The first step in our relationship may be an assessment of your key frustrations, objectives, software applications and current IT structure. We’ll identify opportunities to increase productivity and show you where you’re vulnerable to future technology gaps. We know the latest cost cutting techniques and technologies to support the mobile generation workforce and best practices centered on compliance. When your technology investment is optimized to work for you, you’re free to focus on your clients.

Technology Assessments

We will help you to determine the most effective budget for technology and will assist in strategically positioning your firm to help you achieve your goals.  We will also provide software, hardware and workflow best practices. A technology assessment by Xcentric will determine your strengths, weaknesses, opportunities and threats, which is the first part of a Technology Roadmap. Our assessment of your technology will identify areas of risk, which will help prevent downtime while looking for ways to increase billable time. Xcentric’s consulting group analyzes your business from a CPA perspective and collaborates with you, not at you, so you share in the steps to success.

 

Get started by filling out a Firm Profile today.

Mergers & Acquisitions

We make your technology scalable and into a “one firm culture”.
Is your merger in progress, still being planned, or has it already happened?
No matter what stage you are in you can leverage Xcentric’s experience in bringing multiple offices and technology platforms under one environment. Anytime two companies come together it poses significant business challenges while integrating multiple cultures, partner compensation plans, processes, and the list goes on and on. Technology is just one aspect, yet  it is a major component of any successful merger or acquisition. Frustration levels can be high and many billable hours are lost due to a lack of a proper roadmap being established to lead all parties involved down the right path. We know the right questions to ask and solutions to be implemented that will lead to a successful technology integration when bringing two or more firms together. With Xcentric, when a merger or acquisition is announced, your IT becomes a success point, able to rapidly integrate services and applications up front, so that delivery can take place seamlessly when the cultures are merged.