Apr 1, 2025 | Accounting/CPA
Accounting and CPA firms are bound by the AICPA Code of Professional Conduct, which mandates principles such as integrity, objectivity, and due care. These principles require firms to handle sensitive financial data with the utmost responsibility, ensuring its...
Apr 1, 2025 | Accounting/CPA
Accounting and CPA firms operate in a fast-paced, high-stakes environment where technology plays a crucial role in serving clients. But if not properly addressed, IT challenges can be costly—disrupting your operations during peak season or, even worse, exposing your...
Apr 1, 2025 | Accounting/CPA, Case Study
A Houston-based accounting firm struggled with outdated on-premise infrastructure, poor remote access through Citrix, and a lack of strategic IT guidance. Facing a choice between another costly infrastructure upgrade or a modern cloud solution, they partnered with...
Apr 1, 2025 | Accounting/CPA, Case Study
A wealth management firm serving high-net-worth clients struggled to securely protect their client’s sensitive data while ensuring efficiency for both in-office and remote work. Their reliance on scattered technology platforms led to inefficiencies, making it...
Dec 17, 2024 | Accounting/CPA, Managed IT Services
The benefits of outsourced IT services for accounting firms are many, but only when you rely on the right provider to get the job done. Your accounting firm faces the challenge of increasing productivity while maintaining the security and functionality of your systems...
Dec 16, 2024 | Accounting/CPA, Cybersecurity
Accounting and CPA firms need cybersecurity awareness training to protect their valuable data and reputation. In our previous blog, Why Accounting Firms Need Cybersecurity Awareness Training and Testing, we covered the value of continual IT security education and...
