CPA firms are expanding computer technology usage at an increasing rate. The change by many firms to a Windows operating environment has accelerated the use of many new software tools by accountants. While there are many notable implementation successes regarding technology, many firms feel they are not getting benefits that correspond with their technology efforts.

Technology is just like any other resource. It has to be purchased in a manner that makes financial sense. This means buying the right technology, in the right amounts, and implementing it in an effective and efficient manner. We advise our clients to make a financial plan, measure performance, and compare these results to the plan. Technology implementation for CPA’s is no different.

We develop technology plans for firms that focus on the processes you use, as well as your software and hardware mix. This planning insures you make the correct investment, plan for its successful implementation, and are able to measure the results of your investment. A 5% investment in technology should yield a return of 20% in improved efficiency. Knowing what to expect makes it easier to achieve the desired results. Our technology planning consists of very specific recommendations about hardware and software acquisitions, training, pricing, and other issues. One essential element of this planning is the determination of expected benefits of technology implementation, so that results can be compared to the plan.


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