Becoming a Digital CPA Firm ? Challenges to Staff ? Part 1

Maribel Torres-Pinero, CPA Maribel Torres-Pinero, CPA Attending the CPA.com and AICPA?s first Digital CPA Conference at the end of 2012 was a huge ?Aha!? moment for me. For years I knew that technology was advancing rapidly and that the processes we were using to service our clients could be replaced with much more efficient workflows. During our internal team meetings we discussed increasing the efficiency of our processing of transactions to allow us to focus on being our clients? advisors. The Digital CPA Conference provided the context and platforms I thought existed but did not know how to bring together. We jumped in the digital bandwagon and started the process of becoming a digital CPA firm. This was over 18 months ago and even though we?ve come a long way, we have encountered several expected and unexpected challenges along the way. Our first mistake was not being clear and specific about how these changes would affect each staff member. Making the decision was never a challenge since I hold the highest level of decision-making in the firm. However, I needed to quickly get the buy in from other leaders in the firm ? I need a champion to echo my...

Source: http://www.cpa.com/2014/06/becoming-a-digital-cpa-firm-challenges-to-staff-part-1.html

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