Struggling to keep up with tech—but don’t have a massive IT budget?

In this episode, Dave Kells is joined by Michael Roglen, Director of Sales at SysCloud, for a deep dive into how independent CPA firms can use technology strategically—not just for security, but to drive growth, efficiency, and smarter decision-making. From cloud-based backups to data insights and discovery, this episode covers what firms need to know to stay competitive in a fast-moving tech landscape.

In this episode, you will be able to:

• Understand how cloud-based tools can support firm security and flexibility

• Learn how to turn backup data into insights for advisory opportunities

• Explore what smaller firms can do today without large IT budgets

• Recognize the power of discovery in aligning tech with firm strategy

• Hear how smart tech partnerships can support growth without giving up control

Listen now and find out how your firm can do more—with what you already have!

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