Make a Strategic Technology Plan for Your Firm

As technology advances at an exponential pace, it’s clear that firms need to approach the change strategically to keep up. Patty Kautz, COO at VonLehman and Company recently discussed her firm’s technology strategy, including her thoughts about the future. Above all, It’s clear that a strategic technology approach can help firms be intentional about the technology they implement.

Staying Ahead of Technology Trends

The accounting profession is changing, and according to Kautz, firms need to adapt to what’s ahead. “I’m a firm believer that the way we do things now,” says Kautz. “I think a large part of that is going to become fully automated and we’re not going to do that anymore… We have to understand that change is coming and adapt everything that we do so that we’re ahead of that technology curve.”

Translating Vision into Action

As Chief Operating Officer at VonLehman and Company, Kautz helps set the direction for the firm. “The partners are going to be working in the firm and in the business and not really on the business, I think is what you find,” says Kautz.

In terms of putting the firm’s vision into action, she says, “That’s a huge piece of setting strategy and figuring out where you are today and where do you want to be, and that involves software and technology changes, and process changes, and people changes. It’s all-encompassing.”

Reaping the Benefits

With a strategic approach to technology, the firm is able to work more efficiently, from anywhere in the world. The digital approach is not just good for the firm’s staff, but it also benefits the firm’s clients. Kautz explains, “Technology helps us to be really efficient in our organization because it really gives us, at the highest level, the ability to work anywhere… It isn’t only us being paperless, it’s helping our clients be paperless as well.”

Make sure your staff’s skills keep up with the technology around them. Read the new whitepaper “Non-Accounting Skills Every Accountant Needs” by Sandra Wiley and Amanda Wilke of Boomer Consulting. Read it now.


Aimee Hall

Product Marketing Manager at Wolters Kluwer Tax & Accounting

All stories by: Aimee Hall