Ep 2 - Why Smart Firms Treat Tech as a Growth Strategy—Not Just Security

30/07/2025 16 min

Listen "Ep 2 - Why Smart Firms Treat Tech as a Growth Strategy—Not Just Security"

Episode Synopsis

Struggling to keep up with tech—but don’t have a massive IT budget?In this episode, Dave Kells is joined by Michael Roglen, Director of Sales at SysCloud, for a deep dive into how independent CPA firms can use technology strategically—not just for security, but to drive growth, efficiency, and smarter decision-making. From cloud-based backups to data insights and discovery, this episode covers what firms need to know to stay competitive in a fast-moving tech landscape.In this episode, you will be able to:Understand how cloud-based tools can support firm security and flexibilityLearn how to turn backup data into insights for advisory opportunitiesExplore what smaller firms can do today without large IT budgetsRecognize the power of discovery in aligning tech with firm strategyHear how smart tech partnerships can support growth without giving up controlListen now and find out how your firm can do more—with what you already have!#IndependentCPAFirm #CPAstrategy #AccountingTechnology #FirmGrowth #DataSecurity #TheIndependentCPAFirmPodcast