Your firm's outsourced CIO will provide the perfect mix of vision, strategy, and accountability while allowing you to focus on what you do best.

• Types

Chief Information Officer (CIO)

Outsourced CIO services provide experienced accounting firm technology knowledge to your firm when you need it.  Whether it is determining the strategic direction of your firm’s IT infrastructure or making decisions on which tax and audit tools are best suited for your practice, we can assist you with recommendations tailored to your specific needs.

Infrastructure

Make sure your technology platform can support your business needs. This assessment takes a look at the whole network, all locations if necessary, and determines if it can keep up with a your needs as a CPA firm. We apply our set of best practices learned over the years of working with CPA firms to your network and make a recommendations on how to improve. A simple road map will be presented that can be used as an accountability tool between partners and IT staff.  A part of this assessment includes  a look at basic security protocols, and we will make suggestions accordingly.

Security

Security concerns are on the rise. Is your firm keeping up-to-date? CPA firms have a hard time staying in front of security issues because they are helping clients stay in front of their issues. This is a thorough look at your network’s security along with security procedures the firm follows. A suggested security policy will also be supplied after the engagement for your firm to use as a guide.

Workflow: Firm Production Optimization

We have partnered with Info Tech Partners to provide in-depth workflow assessments through the Xcentric Firm Production Optimization (FPO) Review process.  They have years of focused experience in the accounting profession helping firms work through the workflow & paperless chasm.