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You may think that hiring a chief technology officer is not a top priority on your firm’s to-do list, and…


How to Build a Cybersecurity Plan for Your Accounting Firm

October 6, 2021

Small accounting firms shouldn’t cut corners on cybersecurity security just because they are too busy or want to save money. It’s easy to think your smaller size will keep you under the radar of malicious actors. But the sad reality is that 43% of all cybercrime is directed at small and mid-sized businesses, according to…

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5 Reasons Every CPA Firm Should Have CRM Software

September 30, 2021

In a world inundated with information and personalization, offering a special touch of personal detail can make all the difference when engaging with clients and building your business. A sophisticated customer relationship management (CRM) software can be the competitive advantage you need. CPA firms are paid to understand the intricacies of evolving business needs and…

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Why Now is the Time to Consider Employee Engagement Software for Your Firm

September 20, 2021

As the way we work continues to evolve, so do the ways that we drive engagement with our team members. Team engagement has never been more relevant than today when many of us are working from home and staff shortages are a constant concern. According to Gartner Research, 80 percent of senior-level business leaders have…

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Common Tech Mistakes Made by Accounting Firms & How to Avoid Them

September 13, 2021

With all the things that CPA firms have going on right now – namely tackling remote and hybrid working, juggling vast tax law changes, helping clients with government programs, and more – addressing technology can sometimes be on the back burner. The brutal reality is that the further firms get behind on technology, the more they lose their competitive advantage and ultimately…

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How to Improve Collaboration in a Hybrid Remote Work Environment

September 7, 2021

There is no way to deny it: the entire concept of work has changed significantly over the past year and a half. The pandemic has made us realize that working from home doesn’t threaten work productivity, and most workers prefer the option to work remotely at least a few times a week. In fact, many employees have decided to quit rather than come back to the office at…

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Why It’s Time to Consider Specializing in Your CPA Firm

August 30, 2021

Some of the most successful CPA firms have been able to brand themselves as experts in a particular sector or niche. While you don’t have to pick an industry to be a successful CPA firm, focusing on one specific sector can help you reach your long-term growth goals. Many firms are not taking advantage of…

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Tech Guru is the IT Department for CPA Firms