CPA FIRM TECHNOLOGY CONSULTING SERVICES

 
 

CPA firms are expanding computer technology usage at an increasing rate. While there are many notable implementation successes regarding technology, many (most?) firms are not getting benefits that correspond with their technology efforts. Technology is just like any other resource. It has to be purchased in a manner that makes financial sense. This means buying the right technology, in the right amounts, and implementing it in an effective and efficient manner.

Since 1983, Tom C. Davis, CPA LLC has advised more than 2,800 professional firms on using technology to increase firm efficiency and profits. Firms of all sizes (small to international) have taken advantage of these planning, implementation, training and other services to make technology payoff in a big way.

Services:

  • General technology planning
  • Practice management applications
    • Implementation
    • Report design
    • Integration with practice information systems
  • Groupware application planning and implementation
  • Audit tools
    • Workpaper applications
    • Computer Assisted Audit Tools (CAAT)
    • Document management systems
  • Tax applications
    • Tax practice management consulting
    • Tax system process reengineering
  • Writeup
    • Planning for "Super Write-up" services
    • Implementation
Applications Supported
  • CCH: Profx, PACS, AuditVision, Research Software
  • RIA: GoSystem Audit, GoSystem Practice
  • Creative Solutions: Practice Solution, Write-up Solutions for Windows, Depreciation Solutions for Windows
  • CPA Software: Visual Practice Management
  • Lotus Notes
  • Microsoft Exchange