Ep 2 - Why Smart Firms Treat Tech as a Growth Strategy—Not Just Security episode artwork

EPISODE · Jul 30, 2025 · 16 MIN

Ep 2 - Why Smart Firms Treat Tech as a Growth Strategy—Not Just Security

from The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market · host David Kells

Struggling to keep up with tech—but don’t have a massive IT budget?In this episode, Dave Kells is joined by Michael Roglen, Director of Sales at SysCloud, for a deep dive into how independent CPA firms can use technology strategically—not just for security, but to drive growth, efficiency, and smarter decision-making. From cloud-based backups to data insights and discovery, this episode covers what firms need to know to stay competitive in a fast-moving tech landscape.In this episode, you will be able to:Understand how cloud-based tools can support firm security and flexibilityLearn how to turn backup data into insights for advisory opportunitiesExplore what smaller firms can do today without large IT budgetsRecognize the power of discovery in aligning tech with firm strategyHear how smart tech partnerships can support growth without giving up controlListen now and find out how your firm can do more—with what you already have!#IndependentCPAFirm #CPAstrategy #AccountingTechnology #FirmGrowth #DataSecurity #TheIndependentCPAFirmPodcast

Struggling to keep up with tech—but don’t have a massive IT budget?In this episode, Dave Kells is joined by Michael Roglen, Director of Sales at SysCloud, for a deep dive into how independent CPA firms can use technology strategically—not just for security, but to drive growth, efficiency, and smarter decision-making. From cloud-based backups to data insights and discovery, this episode covers what firms need to know to stay competitive in a fast-moving tech landscape.In this episode, you will be able to:Understand how cloud-based tools can support firm security and flexibilityLearn how to turn backup data into insights for advisory opportunitiesExplore what smaller firms can do today without large IT budgetsRecognize the power of discovery in aligning tech with firm strategyHear how smart tech partnerships can support growth without giving up controlListen now and find out how your firm can do more—with what you already have!#IndependentCPAFirm #CPAstrategy #AccountingTechnology #FirmGrowth #DataSecurity #TheIndependentCPAFirmPodcast

NOW PLAYING

Ep 2 - Why Smart Firms Treat Tech as a Growth Strategy—Not Just Security

0:00 16:08

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market?

This episode is 16 minutes long.

When was this The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market episode published?

This episode was published on July 30, 2025.

What is this episode about?

Struggling to keep up with tech—but don’t have a massive IT budget?In this episode, Dave Kells is joined by Michael Roglen, Director of Sales at SysCloud, for a deep dive into how independent CPA firms can use technology strategically—not just for...

Can I download this The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!