Case Study: Facing Road Blocks in Automation 

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Facing challenges and road blocks are some of life’s greatest teachers. Such is the goal with the case studies we plan to do as part of our Realities of the Automated Practice program.

It’s not that automating business functions is fraught with disaster but it shows how firms and clients truly move from comfortably working one way, to ways that while over time may be more efficient and cost effective can prove difficult along the way. Such are the realities of automation.

In our first case study we spoke to Mike Castle of New Jersey-based CPAs Bond Andiola & Company www.bac-cpa.com. They are a 10-person firm that up until about three years ago performed the vast majority of their accounting and other client work on legacy systems and used quite a bit of paper as well. That all changed when Castle decided to become a shareholder.

Challenge: To become a more modern and efficient firm and offer more client services

Background: Castle had himself worked with the main shareholder of the firm for years. For his chosen career path he considered starting his own firm and not working so many hours for someone else, missing out on his life with is family. He had extensive accounting experience working with KPMG and the back office of the NJ Devils, but wanted a change.

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About Seth Fineberg

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