Meet the Best Firms for Technology for 2024

As artificial intelligence continues to proliferate, CPA firms that use it aren't that unique anymore. While AI was previously the province of only the most progressive firms, today even the smallest sole proprietor has access to powerful AI solutions in its tech stack, with the rise of generative AI only accelerating this trend. Today, the question is no longer who does and does not use AI, but how much they use it, what they use it for, and how well they apply it.

Among those named in this year's Best Firms for Technology are practices that don't simply apply AI to anything and everything they can, but instead have narrowed its uses to specific applications that serve their particular purpose. Like other technological advances that have impacted the profession, in the best cases it is the technology that serves the firm, not the other way around. Whether used for client communications or financial statements, this year's Best Firms take a deliberate and intentional approach toward AI, threading a course between hype and skepticism.

But technology is not just AI. Another thing we have observed is that this year's Best Firms have taken significant steps toward integrating disparate solutions to bolster their automation capacities and provide a smoother workflow. Several have also strengthened their cybersecurity protocols amid rising cyberattacks against accounting firms. And with this increased emphasis on using AI in client service, we've also seen some focus on upgrading their client management systems. Overall, while AI is a major part of how firms are advancing their technology infrastructure, it is far from the only way. These firms take a comprehensive view of the technology landscape and apply the right solutions exactly where needed.

With all this in mind, we present the 2024 cohort of Accounting Today's Best Firms for Technology. (The full report, including profiles of the individual firms, is available here.)

Abdo

HQ: Edina, Minnesota
No. of employees: 223
No. of offices: 3
Avg. hours of tech training per employee per year: 10
Avg. computer screens per employee: 3
No. of applications used: App. 70
% of applications that are cloud-based: 23-30%
Abdo

Anomaly CPA

HQ: Boston
No. of employees: 30
No. of offices: 1
Avg. hours of tech training per employee per year: 5
Avg. computer screens per employee: 2
No. of applications used: 10
% of applications that are cloud-based: 100%
Anomaly CPAs logo

Community CPA and Associates

HQ: Des Moines, Iowa
No. of employees: 30
No. of offices: 5
Avg. hours of tech training per employee per year: 40
Avg. computer screens per employee: 3.25
No. of applications used: 50
% of applications that are cloud-based: 50%
Community CPA logo

Furey

HQ: Hoboken, New Jersey
No. of employees: 38
No. of offices: 1
Avg. hours of tech training per employee per year: App. 40
Avg. computer screens per employee: 2
No. of applications used: 35+
% of applications that are cloud-based: 100%
Furey logo

Grassi

HQ: Jericho, New York
No. of employees: 353
No. of offices: 7
Avg. hours of tech training per employee per year: 30
Avg. computer screens per employee: 2
No. of applications used: 100
% of applications that are cloud-based: 70%
Grassi office lobby - 2023

HeimLantz CPAs

HQ: Annapolis, Maryland
No. of employees: 53
No. of offices: 3
Avg. hours of tech training per employee per year: 25
Avg. computer screens per employee: 2
No. of applications used: 35
% of applications that are cloud-based: 95%
HeimLantz logo

Hiline Services

HQ: Syracuse, New York
No. of employees: 55
No. of offices: 1
Avg. hours of tech training per employee per year: 40
Avg. computer screens per employee: 3
No. of applications used: 50
% of applications that are cloud-based: 98%
Hiline Logo
Hand-out/Hiline

Kruze Consulting

HQ: Sacramento, California
No. of employees: 95
No. of offices: 5
Avg. hours of tech training per employee per year: 16
Avg. computer screens per employee: 3
No. of applications used: 120
% of applications that are cloud-based: 100%
Kruze Consulting logo

UHY

HQ: Farmington Hills, Michigan
No. of employees: 1,456
No. of offices: 34
Avg. hours of tech training per employee per year: 10
Avg. computer screens per employee: 3
No. of applications used: 50 primary applications, 450 total
% of applications that are cloud-based: 55% of primary applications
UHY Advisors

Warren Averett

HQ: Birmingham, Alabama
No. of employees: 713
No. of offices: 15
Avg. hours of tech training per employee per year: 24
Avg. computer screens per employee: 3
No. of applications used: 100+
% of applications that are cloud-based: 80%
Warren Averett's offices in Birmingham
MORE FROM ACCOUNTING TODAY