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Technology decisions can be overwhelming for many Managing Partners and other firm leaders. There are countless software options, each promising to solve your firm's problems and streamline your processes. It's easy to get swept away by shiny new features. However, changing your mindset around making technology decisions can help you think beyond specific software decisions and focus on how you design the systems within your firm. So let's explore the concept of systems think

It's the age-old question for firms: which comes first, technology or process? Summer is the season for implementing new technology in our profession, and many firms invest in new technology without considering how their processes will need to change. As a result, they wind up trying to shoe-horn their existing processes into the technology, leading to complications and failures in implementation. Fortunately, there's a right way to approach selecting and implementing new tec

CPA firms rely heavily on technology applications to drive their business operations. But with so many applications across multiple departments, it's easy to become burdened with an unnecessarily complex technology stack that leads to inefficiencies and redundancies. In this situation, replacing major technology applications may be high on the priority list. The goal is to reduce complexity and consolidate applications across the organization to improve productivity and stre