How a CPA can Leverage Cloud ERP to Improve Client Relationships

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How a CPA can Leverage Cloud ERP to Improve Client Relationships

Brought to you by Dan McGuckin, MBA, PMP, Enterprise Applications/NetSuite Consultant 

According to CPA2Biz CPA Horizons 2025 Report, CPAs identified technology as having a major impact on CPAs.  In a world driven by technology, CPAs leverage both knowledge of the risks and advantages offered by technology and CPA knowledge and skills to enhance their work.

“The profession will need to adopt new technologies and demonstrate effective leadership in doing so.”

Technology Impact on the CPA:

  1. CPAs must stay current with, embrace and exploit technology for their benefit for increased efficiency and expansion of services.
  2. The profession must find solutions to offer investors and stakeholders up-to-date, real-time financial information and to increase transparency.
  3. CPAs must embrace mobile technologies and social media to modernize and enhance interaction and collaboration with clients and colleagues.
  4. Fraud may be easier to commit and more difficult to prevent and detect.  CPAs must continue to be vigilant in ensuring data is captured and managed properly and protected from malfeasance.

View presentation to get a better understanding of opportunities for the CPA as their clients move to 21st Century ERP systems. 

About Plumb:

Plumb’s growing team of NetSuite experts has enhanced their Southern California presence in the rapidly expanding cloud-computing industry. Through NetSuite, Plumb is able to give their clients access to a world class development platform and an innovated line-up of cloud-based business management solutions. NetSuite’s core integrated suite combines ERP, CRM, PSA, E-commerce and NetSuite OneWorld, the system for multi-entity and multi-subsidiary.

Plumb is an authorized NetSuite Solution Provider and offers valued financial and business resources and counsel for companies and individuals on the move. With over 400 clients in Southern California, Plumb’s partnership with NetSuite provides a revolutionary solution for companies in any stage of growth. Plumb is located at 1227 Prospect Street, Suite 200, La Jolla, CA 92037, with additional offices in Rancho Santa Fe, CA and Newport Beach, CA.

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