CPA.com announced new partnerships and resources, including a business process outsourcing software buyer’s guide and leadership training program, during the company’s Digital CPA Conference Dec. 7-9.
The buyers’ guide to Accounting Software for CPAs in public practice engaged in BPO is published by TrustRadius, a research platform for business technology buyers based on in-depth reviews. The guide lists accounting software products with average ratings for features, strengths specific to BPO, and areas for improvement according to user reviews on TrustRadius. The reviews are organized by firm size and likelihood to recommend. The guide also offers CPAs an overview of BPO in the accounting space.
CPA.com provided support for the guide and access to members of the Digital CPA community.
“This research demonstrates the maturity of the client advisory services category,” stated Erik Asgeirsson, CEO and president of CPA.com. “Selecting the right BPO software is an important element of firm strategy and we’re glad the TrustRadius guide is available to firms.”
The buyers’ guide to Accounting Firm BPO Software is available for free on Trust Radius.
CPA.com’s focus on client advisory services includes the company’s recent partnerships with Vertex SMB, to provide sales and use tax training and resources for accounting firms, and with financial technology provider Biz2Credit to offer cloud-based lending platforms.
CPA.com also launched a pilot program for Rivio, a secure financial document clearinghouse for private companies.
Today, private companies exchange financial statement over email or in print, Asgeirsson told conference attendees, which is not secure, verified or modern. Rivio will connect financial statements to the digital highway, feeding into modern lending platforms and systems.
CPA.com is also launching a seven-part leadership training program for firms, led by leadership coach John Engels and produced by CPA.com and the American Institute of CPAs’ Private Companies Practice Section. Additionally, CPA.com and the Maryland Association of CPAs will be delivering a joint program with technology futurist Daniel Burrus, who is also keynoting next year’s Digital CPA conference.
That conference will be hosted in Las Vegas Dec. 5-7, 2016 and co-located with the Information Technology Alliance, as it was in 2014.
During his keynote, Asgeirsson also announced the inaugural Innovative Practitioner of the Year, awarded to Natalie Hoffmann, partner with Honkamp Krueger & Co., for helping launch the CPA firm’s first business development app.
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