10 Steps to a Digital Practice in the Cloud: New Levels of CPA Firm Workflow Efficiency, Second Edition
Improve the quality, efficiency, and profitability of the services you offer your clients.
In today's marketplace, leveraging technology and cloud-based solutions to automate data processing and other low-value work is essential to running an efficient and profitable CPA practice. Given the pace of change, it’s also too easy to feel overwhelmed by the abundance of choices and make bad decisions that cost you time and money. 10 Steps to a Digital Practice in the Cloud will help you clear a path for your firm’s success.
This popular how-to guide is your roadmap to building your successful practice in the cloud in just 10 steps. You’ll get practical, comprehensive information with step-by-step instructions, covering areas such as:
- Scanning Solutions
- Document Management
- Client Portals
- Workflow Management
- Cloud-based Client Accounting Systems
- Disaster Recovery
- And more!
Praise for the First Edition:
“This guidebook provided me with a great amount of useful information that I can use to take our company to the cloud. Before reading this book, I was very skeptical of the cloud environment. 10 Steps provided me with the knowledge I needed to take it on.” – CFO from Greenwood, SC
“I purchased this book and have found it very helpful as I transition my practice to the cloud. The author assumes the practitioner is starting from scratch and explains how to start the process by setting up the infrastructure. I am further along in the processes, however found the information to be very helpful.” – Consultant from Colorado Springs, CO
“Good starter book to see if a small practice is able to go to the cloud. Easy to read and understand. Not too technical.” – Sole Practitioner from Mobile, AL
IMTA Section Members and CITP Credential Holders qualify for an additional 10% discount. When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout.