2020 Group USA

The consulting team at 2020 Group USA has worked with thousands of firms around the world. Their services are designed to meet the needs of go-ahead small to mid-sized CPA firms in a wide area of disciplines. From Strategic Planning to on-going coaching, 2020 Group USA's services are designed to help your firm achieve its strategic objectives.

Their contacts within the CPA profession means that if they, for some reason, cannot help your firm, they'll be able to put you in contact with experts that can assist. Visit the 2020 Group USA website.

Center For Project Management

The Center for Project Management and SurePrep have partnered to deliver SurePrep's industry leading tax workpaper automation solutions with CPM's proven change management methodology and tools. View the partnership announcement here. Download the change management whitepaper that presents a solution for the successful implementation of the SurePrep solution here. You can listen to Episode 7 of our podcast series here, in which Raj Kapur, Executive VP, The Center for Project Management and Darren Root, Executive Editor, The CPA Technology Advisor discuss how successful accounting firms manage the change to automated tax workpapers.

Beginning in June of 2011, the Center for Project Management will be offering CPE accredited webinars which will provide expert guidance to firms interested in implementing automated tax workpapers. For more information please visit our CPE page.

RootWorks

RootWorks' team of experts knows what it takes to operate a highly efficient and successful accounting practice. But they do more than teach you...RootWorks brings you inside and shows you the inner-workings of a Next Generation Accounting Firm—from business model and technology infrastructure to defined workflow processes and exceptional marketing communications and branding. It’s all there for you to experience.

RootWorks combines the proven strategies of a progressive CPA practice with the expertise of creative services professionals to provide the tools and resources you require to successfully implement change and accelerate your transition to Next Generation status...click here to learn more

Cloud 9 Real Time

Cloud9 offers two distinct Cloud solutions for your firm to help bridge the gap between your clients and your staff. Whether you decide on QuickBooks hosting in the "shared" environment or a Private Cloud with the Virtual Server solution, rest assured that all your users, data and applications are available in a secure central location.

Cloud9 Real Time also offers an array of support products and services for Accounting Professionals including Marketing services, Back Office support, Cloud9 Elite membership, and Training Opportunities. Click here to learn more.

Industry Experts Say...

From the CPA Practice Advisor's January 2013 review of Tax Document Automation Systems:

 "SurePrep pretty much invented the space known as tax workflow automation when 10 years ago they started offering tax professionals scan and organize solutions..."   read more



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