2018 CPAFMA IT Benchmark Survey Findings (Part 2 of 3)

*This is Part 2 of 3 posts. Stay tuned for Part 3. You can read Part 1 here. The CPA Firm Management Association (CPAFMA) recently conducted its second comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications,...

2018 CPAFMA IT Benchmark Survey Findings (Part 1 of 3)

*This is Part 1 of 3 posts. Stay tuned for Part 2. The CPA Firm Management Association (CPAFMA) recently conducted its second comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products, and processes...

Book Review: The Anticipatory Organization by Daniel Burrus

As a CPA firm consultant, I spend a significant amount of time researching computer equipment, accounting applications, and evaluating consulting methodologies and tools that will make me a better consultant and more useful to accounting firms. Over the past few years...

Blog Hiatus During Tax Season

We aim to provide our readers with valuable content around technology within the accounting industry, however, it only makes sense for us to post on our blog while our audience will read it. We know CPAs, and we know that you’re much too busy during tax season to do...

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Tax Season Tune-Up Checklist

With the busy season rapidly approaching, now is a great time for firms to review their tax production processes and tune them up to be optimally prepared for the opportunities ahead. Below is a tax season checklist covering five recommended areas for firms to focus...

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