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Roy’s Ramblings: Cloud Enables Growth & Scale

If your firm is going through or preparing for a merger/acquisition, this short 2-minute video applies to you.  If your firm is interested in retaining key employees with the incentive of working from home and/or not having to quit the firm if their spouse is relocating, etc., this video is for you.

Several CPA firms often find themselves stuck in the same IT routine, replacing their core IT systems every few years without adding value.  In the Xcentric Cloud, you don’t have to do stay in that routine.  Watch this quick video to find out how to become more scalable and add more value to your firm. (more…)

Building Your Firm’s Technology (Vendor) Team

Designing and implementing a high-quality network that supports the needs of a CPA firm is not a simple task. Unfortunately, as technology progresses, what has always been a difficult task is only becoming more complex. On a positive note, the opportunities for CPA firms to take advantage of different and new technologies has grown drastically and those opportunities will only continue to increase. Looking forward, technology companies will continue to create new applications and services that will allow CPA firms to better serve their clients. This continuing growth and development of the relationship between IT providers and the accounting industry creates both opportunities and challenges for IT decision makers. (more…)

Stop Turning Wrenches, Turn Up Value

How will you show your value to your firm as an IT person?

Keeping the servers going?  Making sure the backups are working? How about making sure you are legal on licensing?

All of these things are important but are they valued or commoditized? We both know the answer to this but unfortunately, it’s those things that take up most of your time.

How about engaging various technology vendors to save 8% on your IT budget? What about rolling out a learning management system to better facilitate training and CPE tracking?  What about connecting siloed data via APIs or figuring out a better way to get reports out of your practice system?  (more…)

Beware Technology “Gotchas” in M&A

Merger discussions kick into high gear each summer as partners look to expand their practice reach, combine well-suited practices, discuss new service opportunities, and address succession and retirement issues.  Often, these discussions focus on tax and assurance practice compatibility from a financial and cultural perspective, and while Information Technology is touched upon, the lack of IT knowledge often has the negotiators defaulting IT issues to a later time.  Unfortunately, many firms have found out that there are a variety of IT “gotchas” that can result in major headaches with hidden financial consequences after the deal is closed.  Below we share a number of technology surprises that firms should look out for before the M&A celebrations start. (more…)

Citrix Blog Post: Anywhere Access to Business-critical Apps

With today’s mobile workforce, employees in businesses of all sizes and in all industries want – or actually demand – remote access to business-critical apps and data to help them achieve work-life balance. They’re working from home offices, collaborating with customers and colleagues, working with stakeholders in different time zones, and using a variety of networks.

Forward-thinking businesses like yours are stepping up to deliver mobility because they are seeing the value of moving beyond just providing basic network access to providing secure, portable, always-on, always-connected working environments that follow and empower employees with access to business-critical apps regardless of their location, choice of device or connectivity. (more…)

Beware Technology “Gotchas” in M&A

Merger discussions kick into high gear each summer as partners look to expand their practice reach, combine well-suited practices, discuss new service opportunities, and address succession and retirement issues. Often, these discussions focus on tax and assurance practice compatibility from a financial and cultural perspective, and while Information Technology is touched upon, the lack of IT knowledge often has the negotiators defaulting IT issues to a later time. Unfortunately, many firms have found out that there are a variety of IT “gotchas” that can result it major headaches with hidden financial consequences after the deal is closed. Below are a number of technology surprises that firms should look out for before the M&A celebrations start. (more…)

Software Tool Spotlight: Make Audits Smoother with Suralink

Suralink is a cloud-based platform that combines the multiple tools that CPA firms traditionally use on audits and other complex engagements for document exchange and communicating with clients. Central to Suralink is a dynamic PBC needs list that is integrated into a secure file hosting platform. Layered on top of the needs list is audit and tax specific workflow plus the ability to communicate back and forth with clients regarding the status of individual requests and the overall engagement. A dashboard, timeline, and key data analytics provide partners and managers with a high-level view of each engagement for better decision making. Finally, firms can request, receive, track and manage all of their needs from a single platform while providing a better client experience. (more…)

New Dates: IT Partner Webinar Series

We have finalized the rescheduled dates for this webinar series. Thank you to everyone who has waited patiently.

This 3-part series focuses on helping IT Partners be better IT Partners to their firms. We have found in our years of serving accounting firms that often times the partner in charge of technology didn’t necessarily volunteer for the role and/or are distracted by their ‘day job.’ This series will better position people for success in their role and, in relatively short order, will catch them up to speed on the trending and important topics in the industry.

Registration is easy (and free)! When you sign up for one of these three webinars, you sign up for all of them. Click on any of the links below and fill out the form. So what are you waiting for? Register today! (more…)

Citrix Blog Post: Reduce IT Costs

Stop Doing Costly, Manual Desktop Setups and Updates and Start Saving with Virtualization

Every time someone from IT manually updates an employee’s desktop in your organization, it makes a distinctive sound.

Ka-ching.

It’s the sound of unnecessary IT spending on manual efforts to keep individual PCs up-to-date with the latest patches or the newest versions of operating systems and apps. And the more employees and devices your organization has, the faster that spending adds up.

App virtualization can change all that. Instead of running apps locally on each individual PC, centralize them in the data center and deliver them as a service over a network connection to the actual hardware where they’ll be running. (more…)

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