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10 Steps to a Digital Practice in the Cloud: New Levels of CPA Firm Workflow Efficiency

Author: John H. Higgins, CPA, CITP
Bryan L. Smith, CPA, CITP, CISA
Publisher: AICPA
Availability: eBook Download
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This brand-new, must-have resource will help you leverage technology – allowing you to automate data processing and more – to work as efficiently and profitably as possible, and focus your efforts on services that will increase the value you bring to your clients.  Leveraging technology and moving to the cloud will improve the quality, efficiency, and profitability of the services you offer your clients.

This how-to guide provides your roadmap for getting to the cloud in just 10 steps.  You’ll get practical, comprehensive information with step-by-step instructions, covering areas such as:

  • Infrastructure
  • Scanning Solutions
  • Document Management
  • Client Portals
  • Workflow Management
  • Cloud-based Accounting
  • Security
  • Disaster Recovery
  • And more!

This new guide provides accounting and tax practitioners, from sole practitioners to mid-size firms, with an easy-to-follow roadmap for leveraging the unprecedented array of information technology solutions that can power your practice. Written by well-known thought leaders in the profession, John Higgins, CPA.CITP, and Bryan Smith, CPA, CITP, CISA, this guide also includes several real-life firm-based case studies.  These examples will help you learn and implement best practices to find the right solutions for your firm, including:

  • What CPA firm Clark Nuber P.S. did to improve efficiencies with a cloud-based solution, to automate the confirmation of cash, accounts payable and accounts receivable in the audit process – reducing  the cost of audits, improving staff morale and more. 
  • How CPA firm Juravel & Company, LLC, implemented a client portal to help streamline their processes.  No client training was required, and now over 50% of their clients use the portal—resulting in a positive impact on cash flow for the firm. 

There are many more examples in this book illustrating how firms just like yours have saved time and money, and made their firms run more efficiently!

IMTA Section Members and CITP Credential Holders qualify for an additional 10% discount. When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout.

About the Authors:
John H. Higgins, CPA, CITP
Strategic Advisor, CPA Crossings, LLC
John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions and workflow automation. As a cofounder of CPA Crossings, John specializes in facilitating the development of strategic technology plans, paperless workflows, client portal solutions and a comprehensive digital practice model. He was awarded for being one of the Top 25 Thought Leaders in the accounting profession by The CPA Practice Advisor in 2011 and 2012. He has extensive knowledge and experience working with CPAs throughout the country and is the author of CPA Practice Advisor’s annual Document Management Software Review, which analyzes paperless solutions for CPA practices.


Bryan L. Smith, CPA, CITP, CISA
Virtual CIO, CPA Crossings, LLC
Bryan serves as a virtual chief information officer (CIO) to CPA firms and professional organizations. He specializes in the planning and deployment of effective technology solutions. As a cofounder of CPA Crossings, Bryan focuses on helping firm leaders understand the issues and opportunities associated with deploying information technology to improve productivity and enhance client services and increase profitability. Bryan is the former regional director in charge of mid-market technology services for a top 10 accounting firm. He is also a nationally recognized speaker and author on technology issues affecting the CPA profession, with an emphasis on transforming to a digital practice model.



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Paperback , 2012
Product# PTX1204P
Regular:$68.75
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