54 - Tech or Trouble? The IT & Al Shifts CPA Firms Can’t Ignore with Steve Perkins

2025-03-06

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Is Your CPA Firm’s Tech Strategy Already Outdated? Many firms are still struggling with cloud adoption, while AI is rapidly reshaping the industry. In this episode of Business Beyond Borders, Steve Perkins, Founder of Invicta Advisors LLC, shares why so many firms are behind in IT strategy—and what they need to do now to stay competitive. In this episode, you will be able to: • Understand why relying on a SOC report alone isn’t enough for security compliance • Learn how s...

Is Your CPA Firm’s Tech Strategy Already Outdated?

Many firms are still struggling with cloud adoption, while AI is rapidly reshaping the industry. In this episode of Business Beyond Borders, Steve Perkins, Founder of Invicta Advisors LLC, shares why so many firms are behind in IT strategy—and what they need to do now to stay competitive.

In this episode, you will be able to:

• Understand why relying on a SOC report alone isn’t enough for security compliance

• Learn how smaller firms can effectively implement AI without wasting time and resources

• Discover why most firms are still years behind in cloud adoption—and what they should have already done

• Get insights on the challenges of outsourcing IT and the right way to build a global team

• Find out why firms need an AI and IT strategy, not just scattered experiments

Don’t fall behind—listen now to learn how to future-proof your firm.

#CPAIndustry #AccountingTech #AIinAccounting #Cybersecurity #CloudComputing #Outsourcing #ITStrategy

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