Technology and Innovation
Cloud Based CPA
Research shows there are too many CPA firms stuck in an “old-school” mentality when it comes to doing business. Our tools and approach are progressive, proactive and personalized.
Let’s talk first about your comfort level with technology. If you prefer to work in a more traditional sense, we can do that. However, one of our firm’s key competitive advantages is its ability to service people in the cloud, through virtual communications, and by using other cutting-edge accounting technologies and tools. Our goal is to meet you where you are, whenever you’re there, and in a way that makes the best sense for you.
Because we take pride in providing timely, efficient, and accurate experiences for our clients, technology gives us that edge—and it becomes a benefit for you! It might be that we’ll be accessing your accounts and books online. Or uploading tax returns for your review and return to our secure web-based portal. Or providing you with a virtual financial dashboard so you can monitor your business’s fiscal health in real time. Whatever you’re getting from us, you’ll find it’s delivered in a more streamlined, effective manner, thanks to the technologies we’ve chosen to use.
Of course, cloud-based accounting also means you don’t have to be in our back yard to do business with us. Even if you’re working halfway across the world, we can partner with you as if you’re right next door. Already a current client located in North Carolina? Should you happen to move elsewhere, or travel frequently for work or pleasure, know we can always meet you online or “in the cloud.”
In addition to information technology, we believe that CPA firms need to stay on top of innovative products and changes in our environment. In 2017, we’re focused on the impacts of artificial intelligence, crypto currency, and block chain impacts upon businesses.
Our menu of current virtual, online and cloud-based accounting and tax solutions include but are not limited to:
Sharefile Portal, Skype, GoToMeeting, Google Hangout, Gusto, Our Custom KPI Dashboard, and Quickbooks Online (among other cloud-based accounting options). Of course, we also do “old-fashioned” email and conference calls. Let’s get you set up for now—and secure for the future.
For more information on our progressive technology and cloud-based accounting services, contact us today.