Jump-Start Your Firm’s Transformation by Moving to the Cloud

While some firms continue to believe that cloud technology is a fad or a long-term vision, more and more experts warn that these firms are falling behind. Cloud technology has arrived, and it’s ready for real-world use. In a new whitepaper, Future-Proof Your FirmJody Padar (the Radical CPA), discusses how and why firms can get started on their transformation.

Transformation isn’t easy, but it’s worth it

In the whitepaper, Jody interviews Agile Methodology expert Donny Shimamoto. They talked about how accounting firms can incorporate Agile principles to help ease their transition to the cloud. Shimamoto explains, “Agile helps us balance the long-term vision of where the organization wants to go while showing incremental improvements and changes all along the way.”

Then, the whitepaper goes on to profile BNA CPAs & Advisors, a firm based in South Carolina that has leveraged technology to improve client service. By staying on the leading edge of transformation, the firm has been able to stay competitive. This transformation is key to achieving high growth.

A plan for getting started

Lastly, Jody offers a 10-step plan for starting the process of making your firm future-proof. She says, “Moving to the cloud and the transformation that follows doesn’t have to be hard. Firms are now doing this every day.”

There’s a lot of great information already out there to help firms find the right path to their future. You just need to take the next step.

Find out how to future-proof your firm. Download the new whitepaper by Jody Padar, the Radical CPA.


Aimee Hall

Product Marketing Manager at Wolters Kluwer Tax & Accounting

All stories by: Aimee Hall