Newsletter May 2026
CPA Burnout is Real
As firms grow, maintaining performance becomes more difficult.
Disconnected systems and manual workflows create inefficiencies that lead to burnout and missed opportunities.
In this webinar, PracticeERP and Workiro share how firms are improving efficiency, balancing workloads, and gaining clearer visibility into operations.
Top-performing firms rely on systems that make the work easier to manage, not harder to keep up with.
Webinars to Share
Data-Driven Decision Making for CPA Firms: A Practical Look at AI
Monday, May 11, 2026 2:00 PM EDT In today's fast-paced financial landscape, the ability to make informed decisions swiftly can set CPA firms apart from the competition. Join us for an insightful webinar that explores the transformative power of real-time data in decision-making processes, how ERP (Enterprise Resource Planning) systems can be your strategic ally, and where AI fits into the picture.
AI, Compliance & ERP: Getting Your Data House in Order
Thursday, May 14, 2026 12:00 PM EDT As artificial intelligence continues to evolve, organizations are increasingly considering how it fits into their existing systems, processes, and governance structures. This webinar provides a general overview of the relationship between AI, compliance, and ERP systems, and how these areas intersect in today’s business environment.
Building a Technology Strategy for Your Business
Monday, May 18, 2026 3:00 PM EDT In today’s rapidly evolving business landscape, selecting the right technology is critical to achieving sustainable growth and operational efficiency. This webinar will guide you through the process of crafting a robust technology strategy with an ERP as the core of your business. Learn how to evaluate, prioritize, and integrate supporting tools and solutions to complement your ERP and drive your organization’s success. Whether you’re scaling operations, optimizing workflows, or planning for future innovations, this session will provide actionable insights to help you make informed decisions and build a technology stack that empowers your business to thrive.
Top Signs You Need NetSuite Support
Friday, May 29, 2026 12:00 PM EDT If your team is spending more time working around NetSuite than working in it, you’re not alone. In this informative session, we’ll explore the top signs that your NetSuite environment needs support. You’ll learn how proactive NetSuite support can streamline your system, increase efficiency, and deliver long-term ROI. This session is ideal for organizations looking to get more value from their NetSuite investment.
By the Numbers
70% of Organizations
say outdated processes are limiting their ability to scale.
65% of Finance Leaders
are increasing investment in automation to improve efficiency.
62% of Organizations
say scalable systems are critical to supporting growth.
Where You Can Find Us
Firm Growth Forum
May 19-20, 2026 | San Diego, California Booth #20
AICPA ENGAGE 2026
June 8-11, 2026 | Las Vegas, Nevada Booth #404
Scaling New Heights
June 14 - 17, 2026 | Orlando, Florida Booth #167
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