Announcing New Course – Making the Leap to Cloud Accounting

Over the last several months, I have been working on a research project that is reviewing factors influencing the adoption of cloud accounting and ERP.   This half day course that I developed for the Mass Society of CPA’s  – ” Making the Leap into Cloud Accounting” is as a  results of this research.  The course will be presented on May 21st from 8:30 AM- 12:30 PM.

With the cloud computing market expected to reach $148.8 billion this year, cloud accounting is quickly becoming the new norm for many businesses.

If you are a CPA, a recent Microsoft survey of 3,000 businesses showed that more than 46% will be looking to their CPAs and business associates for information and advice on moving to the cloud. Your clients will be asking you about cloud accounting. Are you informed and ready to respond?

If you are a CPA in industry, you may be missing an opportunity to streamline your finance systems, generate more timely information and save money on IT infrastructure costs.

Course Objectives

This course will provide you with valuable insights about moving accounting and ERP systems to the cloud.

We will discuss the state of the cloud accounting software market, compare and contrast the major cloud accounting vendors and discuss the impact of cloud-based accounting on audit and implementation engagements.

Don’t miss this important opportunity to provide value to your clients and to your own company.

Major Subjects

  • Defining the Cloud–Cutting through the hype and defining the different approaches to the client in simple, easy to understand terms.
  • Selection Challenges–Who can your clients trust to still be in business in five years?
  • Implementation and Integration Challenges-Why cloud accounting software can be significantly easier and incredibly more difficult…at the same time.
  • Audit Risks to Consider–How will you need to change your engagement approach?
  • Overview Cloud Accounting Software–What are the best solutions for small, medium and large businesses?
  • Security and Confidentiality Issues–Is your clients’ data safe and secure?


If you would like to register for this course, you can do so directly through the Massachusetts Society of CPA’s website by clicking on this link.

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.