The Modern CPA Success Show

How accounting firms can keep up with technology


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“One of our strengths as a firm is that we are not afraid to move on to the next best software.” - Jamie Nau

 

The finer details of this episode

 

  • The different types of software that Jake and Adam learned about at Live 360, an IT conference they attended in Orlando.
  • The software programs that Adam and Jake want to bring to the firm to upgrade how things work on the back end.
  • The advantages of the Microsoft platform and what they think it will bring into the workspace.
  • The advantage of Sharepoint and why the firm is moving in that direction.
  • The logistics of how they got members of the team to the conference.
  • The advantages of sending your team members to conferences.

 

Episode resources

 

  • Summit CPA - www.summitcpa.net
  • Email us with questions - [email protected]
  • Live 360 Tech Events - https://live360events.com/
  • Sharepoint - https://products.office.com/en-us/sharepoint/collaboration
  • Pexcard - https://www.pexcard.com/
...more
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The Modern CPA Success ShowBy Summit Virtual CFO by Anders

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