Accounting firms have developed in increasingly diverse ways over the past 20 years, correspondingly the technology available to manage these firms has also mushroomed with equally differing approaches.
To confuse the picture even more we've seen the convergence of CRM, document management and workflow tools that provide an equally competent practice management option to firms with particular approaches and end games in mind. The result is an extremely confusing marketplace for owners and partners in firms who lack even a basic framework for asking questions of vendors and deciding on the best approach to take.
What’s more is that evidence suggests most firms struggle to even articulate what practice management software is or the most important functions of it. So what is to be done?
With that in mind, AccountingWEB commissioned experts Brian Tankersley, CPA and Jeff Brandeis to deconstruct the popular practice management options available and provide a starting point for any firm evaluating their preferred solution.
Inside Practice Management and Digital Transformation for Accounting Firms you will find out about:
emerging automation technologies
modernizing your sales and marketing
what most current practice management systems do (and what they don’t)
practical management steps you can take outside of technological boundaries