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Newsletter February 2026
Data-Driven
Decision Making
for CPA Firms
AI is powerful, but it depends on clean, reliable data.
Data-driven decision making requires clarity, compliance discipline, and structured systems that make information accessible and actionable.
PracticeERP helps firms centralize data, streamline workflows, and create real-time operational insight, without unnecessary complexity.
Growth doesn’t come from more tools. It comes from better systems.
Webinars to Share
ERP Selection Simplified: What You Need to Know Before You Buy
Friday, February 20, 2026 12:00 PM EST You know your current systems are not meeting your needs. Your processes are inefficient, and you just can't get the data out of them that you need to make sound business decisions. The thought of evaluating and selecting a new ERP is daunting, but the ERP selection process doesn't have to be overwhelming. This webinar will help you determine when you need a new ERP, then guide you as you navigate the process of selecting an ERP and make sure you pick the right one for your organization.
Building a Technology Strategy for Your Business
Friday, March 6, 2026 12:00 PM EST 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.
AI, Compliance & ERP: Getting Your Data House in Order
Monday, March 16, 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. Attendees will gain perspective on how ERP systems can support organizational structure, data management, and operational consistency as businesses explore emerging technologies like AI. This discussion is intended to help organizations think broadly about aligning innovation with established business practices and oversight requirements.
By the Numbers
59% of Finance Teams
are using AI tools in at least one finance function.
67% of Finance Leaders
are increasingly optimistic about AI’s value as data infrastructure improves.
43% of Operations Leaders
identify data quality as their top data challenge.
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