4 new rules for the tech-savvy cpa

plus: four trends to watch.

how tech-smart is your firm? join the study; get the answers.

by rick telberg/at large

no cpa would think of trying to do business without a computer or mobile phone.

so why then aren’t more cpas taking a strategic approach to their technology investments?

john-higgins-mug.jpgafter all, most growth oriented accounting firms are already spending 5% to 10% of their revenues on it hardware and applications, according to most studies. my own research suggests that barely one in 10 firms is following a written, strategic technology plan. for most finance and accounting organizations, that’s like piloting a ship without charts.

but where to begin? for that, we went to john higgins (pictured), cpa, citp. john is a strategic advisor to cpa firms through his company, cpa crossings llc in rochester, minn. he is also a past chairman of the michigan association of cpas and a member of the aicpa business & industry hall of fame. read more →

four success habits for tax season

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how does your busy season compare?

join the survey; get the answers.

by rick telberg
at large

busy season has a way of bringing into focus the habits and practices that separate the successful firms from the less than so.

in reviewing our data so far, it’s clear that the more effective firms share a few key traits. their partners and staff report less stress, smoother operations and increased revenue-both overall and on a per-client basis.

what are they doing right? they tend to excel at four skills: read more →