Ten Steps to a Digital Practice

John H. Higgins, CPA.CITP, CPA Crossings, LLC What does it mean and why you should pursue it I am currently serving as an advisor to a small accounting and tax practice to help them ?go paperless.? They know they need to change the way they process their engagements, but they aren?t really sure why and they definitely don?t know how. This is a very common scenario these days. We are in the midst of an unavoidable transition in how CPA firms get their work done and deliver their client services. Many firms have moved well down this path, past the heavy lifting of ?change? and are appreciating the benefits of leveraging technology to get their work done. On the other hand, there are a substantial number of small firms and sole practitioners who simply have not been able to dedicate the time and resources necessary to focus on using technology to increase efficiency and productivity. As the classic saying goes, they are too busy working in the business and not working on the business. The big deal in accounting firm technology for the past ten years has been ?going paperless?, driving paper out of the processes and focusing on doing...

Source: http://clientsolutions.cpa2biz.com/2013/03/ten-steps-to-a-digital-practice.html

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