IT Support for Accounting Firms: 5 Preparedness Questions to Ask
If your accounting firm lost access to critical technology tomorrow, how long could your team keep serving clients? For accounting and CPA firms, an unexpected IT disruption can quickly become more than a technology problem. …
AI Can Tell You Something Is Wrong. It Can't Save Your Accounting Firm.
Why Every CPA Firm Needs a Recovery Plan - Not Just Smarter Technology Artificial Intelligence is transforming the accounting profession. It can summarize meetings. Draft emails. Analyze financial data. Even monitor your network for suspicious …
The AI Mistake Most Businesses Are About to Make
Don't Buy AI Because Everyone Else Is—Use It to Solve Real Problems When the California Gold Rush began in 1848, hundreds of thousands of people rushed west hoping to strike it rich. Some found gold. …
The Real Cost of IT Downtime for Accounting Firms Isn't Lost Productivity - It's Lost Client Trust
Why Every Minute Your Systems Are Down Can Damage More Than Your Bottom Line When your accounting firm's technology goes down, the first thing most firms think about is lost productivity. Staff can't access tax software. Microsoft 365 isn't working. ...
When a Cybersecurity Emergency Hits Your Accounting Firm, It's Too Late to Make a Plan
The Best Time to Prepare Is Before Your Clients Need You Most Imagine you're flying home after a conference. Suddenly, the plane hits severe turbulence. The last thing you want to hear from the pilot …
Think Microsoft 365 Automatically Protects Your Accounting Firm's Data? Think Again.
Why Every CPA Firm Needs More Than Cloud Storage to Protect Client Information Many accounting firms assume that because their files are stored in Microsoft 365, OneDrive, or SharePoint, they're automatically protected. Unfortunately, that's one of the biggest misconceptions in ...
4 Dangerous Backup Assumptions That Could Cost Your Accounting Firm Thousands
Why Every CPA Firm Needs to Stop Assuming and Start Testing Mike Tyson famously said, "Everyone has a plan until they get punched in the mouth." For accounting firms, that "punch" often comes in the …
5 Backup Testing Mistakes That Could Put Your Accounting Firm at Risk
Why Every CPA Firm Should Test Its Backups Before a Cyberattack Forces the Issue When was the last time your accounting firm tested its backups? Not checked to see if they were running. Not looked …
Your Accounting Firm Has Backups…But Have You Ever Tested Them?
Why Every CPA Firm Needs a Disaster Recovery Plan Before Tax Season Forces the Issue When schools conduct a fire drill, nobody stops to ask what they're supposed to do. Teachers know where to go. …
4 Signs Your Accounting Firm's User Access May Be Putting Client Data at Risk
Too Many People Have Access to Sensitive Information - and Most Firms Don't Realize It Every accounting firm grows. You hire new staff before tax season. Bring on temporary employees. Promote team members. Work with …
4 Compliance Gaps That Could Be Putting Your Accounting Firm at Risk
Don't Wait for an Audit, Cyber Incident, or Client Questionnaire to Discover What's Missing As an accounting firm, your clients trust you with some of their most sensitive information—financial statements, tax records, banking details, payroll …
5 Cybersecurity Questions Every Accounting Firm Should Be Able to Answer
If You Can't Answer These Questions, Your Firm May Have Hidden Risks You don't have to be an IT expert to run a successful accounting firm. But you should be able to confidently answer a …
