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Strategic Technology Planning

An ounce of prevention is worth a pound of cure


CPA Crossings has a proven methodology to help you develop a comprehensive 3 to 5 year technology plan aligned with your firm's goals and objectives.

We offer a comprehensive service to help you develop a firm wide technology plan. Our methodology consists of the following features:

  • Orientation for your firm leaders on emerging technology solutions and best practices for CPA firms
  • Facilitated strategic planning session(s) to identify and prioritize the optimal IT initiatives for your practice
  • Interactive technology budgeting model to track capital investments and operating costs
  • Ongoing consultation as your technology adviser to help you stay on track.
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