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Improve the quality, efficiency, and profitability of the services you offer your clients.
In today's marketplace, leveraging technology and cloud-based solutions to automate data processing and other low-value work is essential to running an efficient and profitable CPA practice. Given the pace of change, it’s also too easy to feel overwhelmed by the abundance of choices and make bad decisions that cost you time and money. 10 Steps to a Digital Practice in the Cloud will help you clear a path for your firm’s success.
This popular how-to guide is your roadmap to building your successful practice in the cloud in just 10 steps. You’ll get practical, comprehensive information with step-by-step instructions, covering areas such as:
Authors John Higgins and Bryan Smith guide you through each step, helping you implement best practices in each area, select the right solutions for your firm, and better serve your clients. They also include several real-world CPA firm case studies to illustrate how other firms have saved time and money while making their firms run more efficiently by moving to a digital practice model.
This second edition is updated to reflect the current state of the market and the technology solutions available for cloud-based server infrastructure, personal computers and software, mobile computing, scanning, client portals, document management, workflow, cloud accounting and more. Use it to develop your technology plan and make a valuable investment in your firm’s future.
About the Authors:
John H. Higgins, CPA, CITP
Strategic Advisor, CPA Crossings, LLC
John is the co-founder of CPA Crossings, LLC, which specializes in helping accounting, tax, and financial professionals to leverage technology. John recently created the Cloud Accounting Learning Center to help CPAs leverage the new cloud accounting paradigm.
Bryan L. Smith, CPA, CITP, CISA
Virtual CIO, CPA Crossings, LLC
Bryan serves as a virtual CIO to CPA firms and professional organizations. As a co-founder of CPA Crossings, Bryan specializes in helping CPAs to optimize the use of Excel through the new Excelerator Learning Center.
Praise for the First Edition:
“This guidebook provided me with a great amount of useful information that I can use to take our company to the cloud. Before reading this book, I was very skeptical of the cloud environment. 10 Steps provided me with the knowledge I needed to take it on.” – CFO from Greenwood, SC
“I purchased this book and have found it very helpful as I transition my practice to the cloud. The author assumes the practitioner is starting from scratch and explains how to start the process by setting up the infrastructure. I am further along in the processes, however found the information to be very helpful.” – Consultant from Colorado Springs, CO
“Good starter book to see if a small practice is able to go to the cloud. Easy to read and understand. Not too technical.” – Sole Practitioner from Mobile, AL