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CPA Firm Technology: A Contrarian’s View

Marc Rosenberg, CPA / July 23, 2019

I recently polled managing partners of mid-sized CPA firms to see what they do to ensure that their technology has the optimal impact on their firm’s success.  I received some excellent responses – the results have been previously posted. But the response that caught my attention the most was one from a $15M firm in…

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Survey: How MPs Ensure Their Firms Optimize Technology Usage

Marc Rosenberg, CPA / June 10, 2019

I have a keen interest and understanding of how managing partners perform their jobs.  Their duties encompass a long list of critically important management functions.  Certainly, one of these is to ensure that technology has an optimal impact on the firm’s success, profitability and efficiency. This can be quite challenging because, unlike most MP duties,…

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IT Efficiency Tips for CPA Firms

Marc Rosenberg, CPA / June 20, 2016

Recently, a panel of Chicago area IT experts addressed my small firm roundtable group.  We were privileged to have with us Terry Beyersdorfer, Director of IT at ORBA, a $20M firm and Matt Schoenfeld, who manages the IT strategy and implementation at $11M Mowery & Schoenfeld as their Admin Partner. Here are some gems: Online…

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Benchmarking IT Expenses Revisited

Marc Rosenberg, CPA / June 22, 2015

An April post on this subject generated many excellent questions. Today we’re following up with additional insights we’ve gleaned since then in response to these queries. Initially, a reader asked how to benchmark IT expenses. We referenced two main sources: Roman Kepczyk, the #1 IT consultant to CPA firms in the country, who cited $6,500-$8,500…

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Benchmarking IT Expenses

Marc Rosenberg, CPA / April 13, 2015

Question from a Blog Reader: Hi Marc. Can you help me find some industry data on IT expenses? Specifically, I’d like some benchmarking statistics on CPA firm IT costs, including IT expenses as a percentage of revenue. I’ve got three suggestions for you: #1 – Per workstation cost. My colleague Roman Kepczyk, who is the…

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IT Function Comes into Focus: Advice from Top MPs

Marc Rosenberg, CPA / December 22, 2014

As the nation’s CPA firms plan for the coming year many will be focusing on how technology can have the greatest possible impact on firms’ success and profitability. We’ve communicated with MPs from coast to coast to find out what they do to promote their firms’ IT functions and found that the most effective leaders…

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Benefits of Hosted Solutions

Marc Rosenberg, CPA / June 23, 2014

The following is excerpted from an article written by Roman Kepczyk, CPA, appearing on the CPA Practice Advisor website on May 22, 2014.  The “Cloud” and hosted solutions continue to garner interest from accounting firms, but there is a lot of confusion about the types of hosting, available applications and the overall reasons for firms…

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Remote Access Technology

Marc Rosenberg, CPA / May 27, 2014

It’s easy to wax eloquently about the changes technology has brought about in the past 30 years. A top contender for the one that’s had the greatest impact is remote access. It has given people the ability to work any place, any time. Its influence is far greater than simple increases in productivity, which are…

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How CPA Firm Technology Increases Profitability: Feedback from MPs

Marc Rosenberg, CPA / March 18, 2014

One of the Managing Partner’s critical duties is to ensure that the firm’s usage of technology has the greatest possible impact on efficiency and profitability. We recently polled MPs from 28 CPA firms across the country for input as to how this is best accomplished. Following are some of the highlights from their responses: Seek…

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