The Practitioner's Edge, Ep. 4: Insights for Small Firm Success

Join the FICPA and longtime FICPA member Dan Henn each month as we host dynamic interview-style sessions designed to spark meaningful industry conversations. "The Practitioner’s Edge” delivers practical insights for CPAs and professionals in small firms. Each episode explores strategies, trends and real-world solutions to help you run a stronger practice, serve clients better and stay ahead in a changing profession. This month, we’re joined by Andy Roe, CRO with CPA Site Solutions, to discuss the transformative power of tax automation for small firms. He emphasizes how shifting away from manual data entry allows practitioners to focus on high-value advisory services, ultimately increasing firm capacity without adding headcount. Roe provides a roadmap for firms to navigate the "tax automation journey," highlighting that the most successful practitioners are those who embrace standardized workflows and modern technology to solve the perennial staffing and capacity challenges facing the profession. "Automation isn't just about saving time; it’s about creating the capacity to be the advisor your clients actually want you to be." Andrew Roe | LinkedIn   FICPA Members: Discover additional tools and resources in the FICPA Small Firm Suite at Small Firm Suite - Florida Institute of CPAs.