AI for CPA Firms: What Owners Need to Know (and What to Do Next)
Artificial intelligence (AI) is quickly becoming part of everyday operations in accounting and tax firms. What used to feel like a future concept is now showing up in the tools your staff already uses. The reality is simple: CPA firms ...
Spring Cleaning for Your Technology
Spring cleaning usually starts with closets, but for most businesses, the real clutter isn’t just on a rack. Sure, it might be on a server rack, but it could also be sitting in a storage room or a back office, ...
What Cybersecurity Does a CPA Firm Need to Protect Client Financial Data?
CPA firms handling sensitive financial and tax data should implement at least four core cybersecurity layers: multi-factor authentication (MFA), endpoint detection and response (EDR), email security, and backup/disaster recovery. Most small CPA firms (5–15 users) invest between $150–$290 per user ...
How Should You Choose an MSP That Supports TR, Lacerte, Drake, and CPA Software Properly?
Choosing an MSP that specializes in CPA software like Lacerte, Drake, and Thomson Reuters can reduce downtime by 50–80% during tax season and significantly improve system performance. The right provider should offer sub-15 minute response times, a guaranteed 1-hour service ...
How Much Does Managed IT Cost for a Small CPA Firm?
Most small CPA firms don’t think about IT… until something breaks during tax season. That’s when the real cost shows up. Missed deadlines. Locked files. Slow tax software. Or worse—security incidents involving sensitive financial data. The truth is, IT for ...
April Fools Jokes Are Over, but These Scams Aren’t Fun Pranks
April Fools Jokes Are Over, but These Scams Aren’t Fun Pranks April 1 comes and goes. The pranks and fake announcements that have you second-guessing everything on April Fools Day disappear. Spring is one of the most productive seasons for ...
How a Cup of Coffee Can Take Down Your Entire Business
It’s Monday morning. Coffee in hand. Laptop open. You’re ready to get moving. Then your elbow clips the mug. Time slows down just long enough for you to watch coffee spill across the keyboard and disappear into places coffee should ...
MSP Pricing: Why the Cheapest Option Usually Costs You More
MSP Pricing: Why the Cheapest Option Usually Costs You More When businesses evaluate Managed IT Service Providers (MSPs), pricing is often the first question: “Why does one MSP charge $70 per user while another charges $200?” It’s a fair question. ...
New Year's Resolutions for Cybercriminals
New Year's Resolutions for Cybercriminals (Spoiler: Your Business Is on Their List) Somewhere right now, a cybercriminal is setting New Year's resolutions too. ...
Your Business Tech Is Overdue for an Annual Physical
Your Business Tech Is Overdue for an Annual Physical January is the month people schedule the stuff they've been putting off. Doctor. ...