A comprehensive managed, service and technology solution
CPA.com
Insights Advisor Program
Brochure
Accelerate client onboardingand reduce the effort and time to recurring revenue
Webinar
Webinar for SIAP Partners: Driving CAS Growth Through Digital Transformation and Managed Service
Customer Portal
Access program resources, universal templates, and vertical-specific tools (account required)
Maximize business agility and scale with flexible solutions and managed service
Many CPA firms face challenges in establishing a unified CAS strategy that garners support from all levels of leadership, and subsequently executing the required processes and allocating necessary resources to achieve the strategy's objectives. As a result, significant growth opportunities and targets may be missed. Although obstacles such as staffing shortages, capacity limitations, and addressing complex client requirements can be resolved, these challenges can appear insurmountable, particularly when technological infrastructure or operational procedures are non-standardized.
Introducing Insights from CPA.com, available exclusively for qualifying Sage Intacct Accountants Program partners.
With Insights, you can strengthen your role as a trusted and strategic business advisor, remain competitive in an increasingly commoditizing marketplace, and support the digital transformation and optimization journey for you and your client.
How it Works:
- Rapid client assessment framework determines client system requirements in a matter of hours
- Guided “configure, price, quote” process produces standard systems and services pricing for your client system in hours
- Streamlined deployment process enables the client Insights platform to achieve go-live in as little as 30 days
- Standardized integrated system designs reduce staff learning curve and increase utilization for onboarding and accounting services
- Pre-configured standard reports & dashboards deliver timely visibility and control for clients and the firm
- System & integration managed services replace FTEs at a fraction of fully-loaded staff costs
- Agile Accounting Cycle options enable real time activity close and reporting
Insights library
Delivering deep business insights to guide businesses forward
Financial Insights
Financial Insights
Meets the firms needs for a foundational Sage Intacct accounting system that meets basic client needs while achieving the Total Cost of Service benefits of CAS systems standardization.
Financial Insights Plus
Financial Insights Plus
The foundation for growing businesses whose business processes and workflows have more complexity and sophistication.
Family Office
Family Office
Provides optimized automation and timely visibility for complex Family Offices and High Net-worth individuals for inter company, equity, debt, and charitable contributions processing and reporting.
Professional Services
Professional Services
A design for project-based businesses to facilitate streamlined order-to-cash, granular project profitability reporting, and the ability to scale to a highly complex level of sophistication.
SaaS/Software
SaaS/Software
Delivers scalability for the back-office of technology companies from start-up to publicly listed companies , with robust automation, workflows, and agile operational visibility.
Not-for-Profit
Not-for-Profit
Aimed to provide not-for-profit organizations with a robust fiscal management solution that meets the unique needs of a not for the many different types of non-profit business.
Real Estate
Real Estate
Meets the needs of the many different types of real estate business models with simplification, automation and standard reports and dashboards.
Restaurants
Restaurants
Provides restaurants with simplified back-office management and streamlines data from point of sale and back of house systems for robust dimensionalized reports and dashboards.
Private Equity
Private Equity
Offers both an optimized platform play backplane for a number of industries and also provides a consolidated view for the firm across portfolio companies, using different accounting systems to provide PE specific visibility and compliance reporting.
Insights enables CAS practices to
Streamline client onboarding through efficient implementation practices
Go-live with clients in 30 days1 by rapidly assessing their system requirements and optimal configurations to bring their environment online within weeks, not months.
AUTOMATE PROCESSES BY LEVERAGING AGILE ACCOUNTING METHODS & RPA
Eliminate manual tasks, reduce errors and increase capacity by enabling your team with Insights Robotic Process Automation (RPA)/Bot assistants.
Offer a comprehensive Managed Service Technology Solution
Reduce total cost of ownership (TCO) for both client deployments and ongoing client services while maximizing business agility and scale through a managed services approach.
Provide real-time Insights
Elevate value to clients with strategic guidance and informed decisions with real-time business insights without time-consuming compiling and data manipulation.
Lead Digital Transformation and Optimization
Lead clients towards a digitally transformed business model and enable better strategic decisions leveraging trends, patterns, and opportunities for business optimization.
1Based on client ability to participate pro-actively and meeting data quality requirements.
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The power of smart business
The accounting landscape is changing rapidly. Complexity defines the single greatest challenge—and opportunity—facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development.
CPA.com is your primary source for taking the complexity out of moving your firm into the digital transformation advisory arena - enabling you to focus on growing your business with the smartest solutions in our industry.
To learn more about the Insights Advisor Program, please contact our team at inquire@hq.cpa.com or by calling 1.877.767.4459.