Key Strategic Decisions for the Digital CPA

Victor Puchi, CPA, CGMA Victor Puchi, CPA, CGMA It is incumbent upon CPAs to make sure they can support their clients in a manner consistent with the way their clients operate. Today, that means being able to communicate and collaborate digitally. We are way beyond email, texting, having a website, and possibly a client portal, even though that appears to be what most CPAs consider being technology savvy. The Challenge: For over a decade, the accounting industry has been the beneficiary of some very talented, visionary technology companies that have developed internet-based ?Cloud? accounting and various related applications. Amazingly, very few public accounting firms have actually taken advantage of these tools to enhance their service offerings and provide more value to their clients. Unfortunately, many other professionals are taking advantage of these same tools and leveraging their technical skills to get in the door of CPA clients. Having our clients approached by other professionals is never good, but that is exactly what is happening as IT consultants and management consultants pitch value-added consultative services that the Digital CPA is trying to promote. So what to do about it? The Strategy: First and foremost, determine if you or your firm is...

Source: http://www.cpa.com/2014/07/key-strategic-decisions-for-the-digital-cpa.html

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