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Why Project Management is Needed in CPA Firm IT


In an accounting firm, nobody understands the pain points better than the people doing the work, so service professionals are uniquely qualified to identify solutions. However, this arrangement often leads to problems—problems that can be avoided or overcome with project management.

Apr 28th 2022
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When the service professionals in different accounting firm departments are allowed to seek out and implement their own solutions, technology winds up being siloed in different service lines, which can have a seriously negative effect on the firm.

Too many solutions and apps. The firm winds up with too many technologies that they’re only using a fraction of. For example, the tax and assurance departments may use different workflow solutions, communication tools, document management solutions, and client collaboration tools. Often, these solutions do the same thing but are being used differently by different departments.


Tech is only half-implemented. One department may get 60-90 percent of the way toward implementing a solution. But when professionals get busy focusing on client service, the solution is never fully implemented. As a result, the firm never achieves the full ROI from its technology investment.

Technology dies on the vine. The person who was passionate about a particular solution moves up or moves on, and nobody else takes on the champion role. Utilization wanes, and eventually, the firm scraps the technology in favor of someone else’s favorite tech.  If you’ve seen any of these signs in your firm, they indicate poor project management around technology.

The Role of Project Management in IT

Many successful firms are now prioritizing project management in the IT department to avoid technology silos and all the problems they create. This can take the form of a full-time project manager or investing in project management training for your IT professionals. Either way, project management can make technology more successful throughout the firm by:

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