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:
- CPAs must stay current with, embrace and exploit technology for their benefit for increased efficiency and expansion of services.
- The profession must find solutions to offer investors and stakeholders up-to-date, real-time financial information and to increase transparency.
- CPAs must embrace mobile technologies and social media to modernize and enhance interaction and collaboration with clients and colleagues.
- 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.