The answer is to integrate systems and technology into the very fabric of the CPA firm. Systems and technology can help CPAs manage their client data more efficiently, track deadlines more accurately, and provide better overall service. In many cases, technology can even help with staff retention and recruitment. There is less micromanaging and more transparency when everyone knows the KPIs and can see them each day on their dashboard. We don’t need to ask why we are under budget two weeks later; we see it daily. Culture shifts when easier ways to communicate and be transparent about production goals and efficiencies are built with the use of AI.