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Technology and Innovation

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3 Types of Client Advisory Services Clients Want from Their CPA

These key areas of service are where CPAs, including many INCPAS members, are seeing the biggest demands and finding the most success.

CPA Series: Talent Trends—Investing in Your Current & Future Team

Key findings and resources to start or continue building on your pipeline and DEI initiatives.

Technology Milestones from Terry Lister, CPA

Terry has been an INCPAS member since 1979 and offers a glimpse into his journey through the technology landscape starting in 1975 as he embarked upon his accounting career.

Tech Series: Connecting the Dots Between Your Data Sources

Data can be a powerful tool for successful organizations, yet many of our organizations still struggle with making sense of it.

Tech Series: The Profitable Practice—Offering New Lines of Service

In Part 3 of our Tech Series, we’ll share examples of client advisory services and tips on how to begin capitalizing on them in your practice.

Tech Series: Top 3 Technology Adoption Lessons Learned from Taking My Own Advice

In this Tech Series, we review the new technologies INCPAS has implemented. Part 3 of this series focuses on lessons learned from implementing an AI-driven website chat tool.

Overcome the Fear of Change: How to Embrace and Adapt to the Future

Embracing change is the only way to carve out a better future for yourself, both professionally and personally.

Tech Series: Solutions to Create More Capacity for Your Team

In Part 2 of our Tech Series, we will highlight specific strategies and tools for firms to make the most of their key asset: their people.

Tech Series: How to Select & Implement New Tools

In this Tech Series, we review the new technologies INCPAS has implemented, and share why and how we did it. Part 2 of this series focuses on how we implemented a new tool called an Enterprise Resource Planning (ERP) software system.

How CFOs Can Enable Innovation Now

Businesses need innovation now more than ever, so energize your organization by taking action in three areas.

Why Change Management is Critical for Your Firm’s Future

Change management helps your organization effectively enact a change. This is crucial for an organizational IT change. It minimizes risks and disruptions, and makes sure everyone is on the same page.

Tech Series: Practical Tools for Small Firms to Generate Big ROI

This infographic includes survey results from small- to mid-sized firms and solo practitioners who shared how they currently use (or don’t use) technology, and resources to help you decide which tools to implement next.

12 Technology Terms Every CPA Should Know

Keeping up with emerging technologies and tech lingo can be overwhelming. We pulled together this glossary to help you understand the most common tech terms you’ll hear in the business and CPA world.

Indiana CPAs and Technology: 2021 Trends Survey Results

We surveyed our members in small to medium sized firms about their experiences with technology in early 2021. Here are some of the key highlights and trends from that survey.

Tech Series: How to Move Toward a Cloud-Based Office

In this Tech Series, we will review the new technologies INCPAS has implemented, and share why and how we did it. Part 1 of this series focuses on how to move toward a cloud-based office.

Accounting and Tech Numbers to Know in 2021

Infographic: Numbers, trends, and insights to know to thrive in 2021 and beyond.

Virtual Employee Onboarding to Maintain Firm Culture

Now that virtual work has been embraced, it’s not going anywhere. It’s important to create a strong plan for virtual hiring, onboarding, training and remote work.

Finance Transformation: How Exactly Do You Start?

Getting internal stakeholders’ buy-in is the first and often most challenging hurdle in kick-starting a finance transformation. Here are three strategies to consider.

Establishing and Managing Expectations During the Client Onboarding Process

Establishing expectations with a new client before delving into deliverables and projects is a great way to ensure your firm begins a new business relationship on the right foot.

Keeping Up with RPA and the Audit Function

Automation is discussed so often in the context of accounting and audit services that it’s become something of a cliché. But dismissing the trend as just another buzzword misses the bigger picture.

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