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Cloud	
  Compu)ng	
  is	
  Having	
  a	
  Profound	
  
         Impact	
  on	
  Your	
  Members	
   	
  
                                                               	
  
      Test	
  Your	
  Own	
  Understanding	
  of	
  the	
  Cloud



             Gregory L. LaFollette
      Vice President – Product Strategy, CPA2Biz
          AICPA & CPA/SEA Interchange 2012

   Session 44: Friday, July 20, 2012 - 8:30 to 9:30AM


                               CPA2Biz, Inc. - Proprietary and Confidential Information
Gregory	
  L.	
  LaFolle@e,	
  CPA,	
  CITP,	
  CGMA
                                                                 	
  
     Vice	
  President	
  of	
  product	
  strategy	
  –	
  CPA2Biz	
  
     Columnist	
  &	
  Speaker	
  
     Former	
  
•           Eide	
  Bailly,	
  LLP	
  –	
  Senior	
  Manager,	
  Tax	
  and	
  Technology	
  Consul=ng	
  (6	
  years)	
  
•           LaFolle/e	
  Consul4ng,	
  LLP	
  -­‐-­‐	
  Consultant	
  to	
  the	
  industry	
  (12	
  years)	
  
•           The	
  CPA	
  Prac4ce	
  Advisor	
  	
  -­‐-­‐	
  Execu=ve	
  Editor	
  (6	
  years)	
  
•           Thomson	
  Reuters	
  (Crea4ve	
  Solu4ons)	
  -­‐-­‐	
  Vice	
  President	
  -­‐	
  Product	
  Strategy	
  (5	
  years)	
  
•    	
  
            LaFolle/e,	
  Jansa,	
  Brandt	
  &	
  Co.	
  ,	
  LLP	
  -­‐-­‐	
  Tax	
  &	
  Technology	
  partner	
  (23	
  years)	
  	
  
  AICPA	
  Commi@ees	
  
§  Journal	
  of	
  Accountancy	
  –	
  Technology	
  Advisory	
  Board	
  
§  Prior	
  Service:	
  
              §    CITP	
  Creden=al	
  CommiQee	
  –	
  Chair	
  (7	
  years;	
  Member	
  4,	
  Chair	
  3)	
  
              §    TECH+/Prac==oners	
  Conference	
  -­‐-­‐	
  Planning	
  CommiQee	
  (6	
  years)	
  
              §    Na=onal	
  Accredita=on	
  Commission	
  –	
  ad	
  hoc	
  (3	
  years)	
  
              §    Na=onal	
  Tax	
  Educa=on	
  Program	
  (AICPA/UI)	
  -­‐-­‐	
  Graduate	
  and	
  former	
  Staff	
  Lecturer	
  (12	
  years)	
  
              §    Top	
  10	
  Technology	
  Ini=a=ves	
  -­‐-­‐	
  Review	
  CommiQee	
  (5	
  years)	
  
              §    Microcomputer	
  Advisory	
  Services	
  CommiQee	
  (3	
  years)	
  

                                                                           CPA2Biz, Inc. - Proprietary and Confidential Information
Contact	
  Informa)on	
  
Greg	
  LaFolle@e	
  
	
  
Greg.LaFolleQe@CPA.com	
  
Greg.LaFolleQe@CPA2Biz.com	
  
Greg@theLaFolleQes.net	
  
   	
   	
   	
   	
  	
  
New	
  York	
  Office	
  -­‐	
  212-­‐596-­‐6267	
  
South	
  Dakota	
  Office	
  –	
  605-­‐977-­‐4823	
  	
  
Cell	
  –	
  734-­‐330-­‐9015	
  
200	
  East	
  10th	
  Street	
  #500	
  
Sioux	
  Falls,	
  SD	
  	
  57104	
  


                                        CPA2Biz, Inc. - Proprietary and Confidential Information
CPA2Biz	
  Business	
  Focus
                                           	
  
                                                                              Transforming Accounting Services
New Learning Gateway                            	
  Firm	
                    Cloud Computing Programs
-Launched in 2011                            Technology	
                     -Growing Use
                                              Solu)ons	
  




                                                                                     Online	
  
                 LMS	
  	
                                                           Portal	
  	
  

                                            CPA2Biz	
  	
  	
                                                  CPA2Biz.com, IFRS.com
                                                                                                               -Leading Sites
C2B, Firm, AICPA, States


                                                                  Marke)ng	
  
                           Mobile	
  	
                               &	
                               AICPA & State Societies
                                                                  Technology	
                          -Leading Capabilities
                           Apps	
                                  Services	
  


                                                    CPA2Biz, Inc. - Proprietary and Confidential Information
CPA2Biz	
  Opera)ons	
  –	
  100%	
  Cloud	
  Based	
  

                                            Performance
          Accounting Platform               Management

                                                                                   Data
     Bill Payment                                                                 Center
                                         LMS
                      CRM

                                                              Email
              Website Operations




 All of our business is managed through cloud based applications
                            CPA2Biz, Inc. - Proprietary and Confidential Information
CPA2Biz	
  Broad	
  Firm	
  Solu)ons	
  Strategy	
  
                                                	
  


                     PlaQorm	
  &	
  
                     Distribu)on	
  




           Integra)on	
                         Educa)on	
  


                        CPA2Biz, Inc. - Proprietary and Confidential Information
CPA2Biz	
  Firm	
  Solu)ons	
  PorQolio	
  
                                                                         Client Accounting Tools
                                                                       (Over 1,000 firms now using)
                                             Bill Pay
Firm Workflow                               (Bill.com)
                                                                           General
Management            Practice
                                                                           Ledger
                      Workflow
(Used by 50 of         (XCM)                                               (Intacct)               Client Dashboards
Top 200 firms)
                                  CPA2Biz Firm
                                   Solutions                                      Payroll
                                                                                                     Paychex has
  Digital Brand    Email &
                   Backup           Portfolio                                    (Paychex)
                                                                                                     introduced a
  for the Firm    (CPA.com)                                                                          firm payroll
                                                                                                     platform
                              Newsletter,                   Audit
   Email & Other IT           other misc.                  Confirm-                        Audit workflow
       Services                 (C2B)                       ations                         (7,000 firms now using)
   (0ver 900 users)
                                        CPA2Biz, Inc. - Proprietary and Confidential Information
Posi)oning	
  for	
  Success	
  in	
  a	
  Digital	
  Age	
  

Key	
  Ques)ons	
  For	
  You:	
  
    1)  What	
  does	
  this	
  mean	
  to	
  your	
  members?	
  	
  
    2)  How	
  will	
  they	
  retool	
  and	
  compete?	
  
    3)  What	
  should	
  your	
  member	
  firm’s	
  technology	
  strategy	
  be?	
  
    4)  How	
  are	
  they	
  developing	
  talent?	
  
    5)  How	
  are	
  your	
  member	
  firm’s	
  client	
  services	
  changing?	
  
    6)  What	
  does	
  this	
  change	
  about	
  how	
  you	
  serve	
  your	
  members?	
  


                                           CPA2Biz, Inc. - Proprietary and Confidential Information
Agenda	
  
  Posi)oning	
  for	
  Success	
  


    Technology	
  Drivers	
  


Client	
  Accoun)ng	
  Services	
  


   7	
  Early	
  Warning	
  Signs	
  

        CPA2Biz, Inc. - Proprietary and Confidential Information
Three	
  Concurrent	
  Drivers
                               	
  


     Technology	
               1st	
  Driver	
  


Business	
  
Prac)ces	
                      2nd	
  	
  Driver	
  

       Client	
  
    Expecta)ons	
  
                                3rd	
  Driver	
  
                      CPA2Biz, Inc. - Proprietary and Confidential Information
The	
  Hardware	
  Driver
                                            	
  

1965	
  -­‐	
       1975	
  -­‐	
      1985	
  –	
                            1995	
  -­‐	
       2005	
  –	
  
 1975	
              1985	
             1995	
                                 2005	
              2015	
  

                      Service	
  
All	
  manual	
                                                                                    Premise-­‐
                    Bureau	
  to	
      Mini’s	
  to	
                          DOS	
  to	
  
to	
  Service	
                                                                                    based	
  to	
  
                       Mini-­‐          Micro’s	
                              Windows	
  
 Bureaus	
                                                                                           SaaS	
  
                    computers	
  




                                       CPA2Biz, Inc. - Proprietary and Confidential Information
The	
  Socware	
  Driver
                                   	
  
Socware	
  as	
     •  Socware,	
  services	
  &	
  support	
  offerings	
  
                       specifically	
  designed	
  for	
  one-­‐to-­‐many	
  
 a	
  Service	
        delivery	
  over	
  the	
  Internet	
  	
  



                    •  Packaged	
  socware	
  customized,	
  deployed	
  
   Hosted	
  	
        &	
  managed	
  by	
  provider	
  



Tradi)onal	
        •  Today’s	
  packaged	
  socware	
  deployed	
  on-­‐
 Socware	
             premise	
  


                         CPA2Biz, Inc. - Proprietary and Confidential Information
The	
  Business	
  Prac)ce	
  Driver
                                                              	
  
               •  1980s:	
  Digital	
  Office	
  Work	
  Begins	
  
20th Century




                    –  Personal	
  Compu=ng,	
  Excel,	
  Quicken,	
  etc.	
  
                    	
  

               •  1990s:	
  Digital	
  Value	
  Chains	
  
                    –  Internet,	
  Networks,	
  Email,	
  Tax	
  &	
  Audit	
  Somware,	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  e-­‐
                       Commerce	
  

               •  2000s:	
  Digital	
  Consump=on	
  
21st Century




                    –  Paperless,	
  Online	
  Research,	
  Mobile,	
  Social	
  Media,	
  	
  
                       Self-­‐Service	
  
                    	
  




               •  2010s:	
  Digital	
  Engagements	
  
                    –  Portals,	
  Cloud,	
  Collabora=on,	
  Apps,	
  etc	
  

                                             Geoffrey Moore Slide – Adopted for CPA Marketplace
                                                                     CPA2Biz, Inc. - Proprietary and Confidential Information
The	
  Client	
  Expecta)on	
  Driver
                                    	
  
      TODAY	
  	
                                                               FUTURE	
  	
  

                                                                             Systems	
  	
  
Systems of	
  Record	
  
Systems	
   of Record
                                                                      of	
  Engagement	
  	
  

•  Consolidate                                                 •  Collaborative
•  Organize                                                    •  Intelligent
•  Report                                                      •  Knowledge Based
                                                                     (The Digital CPA )

               Geoffrey Moore Slide – Adapted for CPA Marketplace
                                CPA2Biz, Inc. - Proprietary and Confidential Information
Firm	
  Value	
  Chain	
  
Lower Value &                                                    Higher Value
Historical Focus                                                 & Future Focus


    Input	
     Assemble	
                                            Analyze	
  &	
         Advise	
  &	
  
                                     Report	
  
    Data	
      &	
  Verify	
                                         Interpret	
            Consult	
  




                                  CPA2Biz, Inc. - Proprietary and Confidential Information
We’re	
  in	
  the	
  Midst	
  of	
  a	
  Great	
  Sea	
  Change	
  

“Things	
  take	
  longer	
  to	
  happen	
  than	
  you	
  think	
  they	
  will,	
  
 and	
  then	
  happen	
  faster	
  than	
  you	
  thought	
  they	
  could”       	
  
                               —old	
  axiom     	
  
                                         	
  
  “Rate	
  of	
  change	
  today	
  is	
  much	
  greater	
  than	
  it	
  was	
  
    during	
  dot	
  com	
  era”	
  —	
  Jeff	
  Bezos,	
  CEO	
  Amazon     	
  
                                         	
  
                                         	
  
                        Acceleration of Change
                (Highlighted By Cloud & Mobile Movement)
                                     CPA2Biz, Inc. - Proprietary and Confidential Information
 Four	
  Technology	
  
     Drivers	
  of	
  the	
  	
  
      Digital	
  CPA	
  


          CPA2Biz, Inc. - Proprietary and Confidential Information
CPA2Biz	
  Focus	
  On	
  Technology	
  Drivers
                                              	
  

  Transforming Technology Drivers



               Cloud                             Information
  Mobile                           Digital Brand
             Computing                             Security



                 Change Management

                     CPA2Biz, Inc. - Proprietary and Confidential Information
Key	
  Benefits	
  of	
  Accoun)ng	
  Firm	
  Usage	
  of	
  Cloud	
  Applica)ons
                                                                               	
  
                                     CPA2Biz	
  2012	
  Technology	
  Survey	
  


•  Being	
  able	
  to	
  work	
  anywhere,	
  any)me:	
  88%	
  	
  	
  	
  	
  	
  	
  	
  5%	
  
•  Disaster	
  backup	
  &	
  recovery	
  :	
  85%	
  
•  Improved	
  client	
  service	
  &	
  collabora)on:	
  84%	
  
•  Being	
  able	
  to	
  use	
  the	
  latest	
  applica)ons:	
  82%	
  	
  	
  	
  	
  	
  	
  4%	
  
•  Being	
  able	
  to	
  serve	
  non-­‐local	
  clients:	
  80%	
  	
  
•  Expand	
  services,	
  create	
  new	
  revenue	
  sources:	
  79%	
  	
  	
  	
  	
  	
  	
  	
  11%	
  



                                                      CPA2Biz, Inc. - Proprietary and Confidential Information
Growth	
  of	
  Virtual	
  Office	
  
                      CPA2Biz	
  2012	
  Technology	
  Survey                     	
  
Regarding	
  a	
  physical	
  office:	
  
•  In	
  2011	
  4%	
  of	
  firms	
  were	
  “virtual”	
  	
  


•  By	
  2012	
  those	
  numbers	
  have	
  grown	
  to	
  8%	
  




                                   CPA2Biz, Inc. - Proprietary and Confidential Information
 Mobile	
  



 CPA2Biz, Inc. - Proprietary and Confidential Information
US Market Forecast
                US	
  Smartphone	
  &	
  Tablet	
  User	
  Base	
  Forecast	
  
                                    (in	
  millions)	
  
 140.00	
  
                                                                                                                    133.0	
  
 120.00	
                                                                                 119.9	
  
                                                                  106.7	
  
 100.00	
  
                                           90.1	
                                                                   89.5	
  
   80.00	
  
                                                                                          75.6	
  

   60.00	
                60.2	
  
                                                                  54.8	
  
   40.00	
  
                                           33.7	
  
                                                                                                      Smartphones	
  
   20.00	
  
                          13.0	
                                                                      Tablets	
  
    0.00	
  
                    2010	
           2011	
               2012*	
                 2013*	
                  2014*	
  

Source: eMarketer


                                                CPA2Biz, Inc. - Proprietary and Confidential Information
Accounting Firm-Branded Apps


                                                                               Moss Adams


KPMG


                                       Eide Bailly



       THE APP IS THE WEB SITE OF THE 90’s
         AND IS COMING TO SMALL FIRMS

                    CPA2Biz, Inc. - Proprietary and Confidential Information
Mobile-Friendly Practice Management Tools




Salesforce.com                                                               Thomson
                                                                             Mobile CS



                  CPA2Biz, Inc. - Proprietary and Confidential Information
Accounting Software in Your Mobile Device




                                                                             Intacct




 Bill.com




                  CPA2Biz, Inc. - Proprietary and Confidential Information
CPA2Biz Mobile Friendly Site




            CPA2Biz, Inc. - Proprietary and Confidential Information
Digital	
  Brand	
  



     CPA2Biz, Inc. - Proprietary and Confidential Information
Importance	
  of	
  Digital	
  Brand	
  in	
  Client	
  Rela)onship	
  
                                                                   	
  
              Historical
                       	
                                                           Today




     •    Meeting in an office                                    •     Online Collaboration
     •    Phone                                                   •     Email
     •    Classified                                              •     Social Networking
     •    Yellow Pages                                            •     Search
     •    Word of mouth                                           •     Review sites
                                 CPA2Biz, Inc. - Proprietary and Confidential Information
What’s	
  Your	
  Online	
  Digital	
  Brand?	
  
Consumer Email Account                                  Professional Email
                                      1. Firm Branded Domain:
  smithcpa@aol.com                    -  www.smithcpa.com
                                      -  Branded web site and email

                                      2. CPA.com Domain
                                      -  Your.Name@CPA.com




                         CPA2Biz, Inc. - Proprietary and Confidential Information
Accoun)ng	
  Firm	
  Use	
  of	
  Social	
  Media	
  
                                                                                 	
  
                                           CPA2Biz	
  2012	
  Technology	
  Survey

	
  80	
  	
  

	
  70	
  	
  
                                                   Firm Usage of Blogs and Twitter
	
  60	
  	
  
                                                   each up 60% year-over-year
	
  50	
  	
  

	
  40	
  	
                                                                                                                       2011	
  

	
  30	
  	
                                                                                                                       2012	
  

	
  20	
  	
  

	
  10	
  	
  

  	
  -­‐	
  	
  	
  	
  
                            LinkedIn	
        FaceBook	
                      TwiQer	
                                  Blog	
  
           •  34% of CPAs surveyed are using tablets (iPads) for business purposes,
              and another 12% plan to soon
           •  According to recent Boomer study, this is as high as 57% for mid sized firms

                                                             CPA2Biz, Inc. - Proprietary and Confidential Information
Accoun)ng	
  Firm	
  Use	
  of	
  Video	
  




                  CPA2Biz, Inc. - Proprietary and Confidential Information
VIDEO
Accoun)ng	
  Firm	
  Use	
  of	
  Video	
  




                  CPA2Biz, Inc. - Proprietary and Confidential Information
Informa)on	
  	
  
  Security	
  



    CPA2Biz, Inc. - Proprietary and Confidential Information
CPA2Biz	
  Survey	
  Results	
  –	
  April	
  2012	
  
Accoun=ng	
  Firm	
  Usage	
  of	
  Web-­‐Based	
  Applica=ons	
  

 TOP CONCERNS (SIGNIFICANTLY OR SOMEWHAT CONCERNED)	
  

 • Security:	
  73%	
  concerned	
  (	
  	
  	
  	
  	
  8%	
  from	
  2011)	
  
 • Confiden)ality:	
  72%	
  concerned	
  (	
  	
  	
  	
  8%	
  from	
  2011)	
  
 • Privacy:	
  67%	
  concerned	
  (	
  	
  	
  	
  11%	
  from	
  2011)	
  
 • Availability:	
  64%	
  concerned	
  (	
  	
  	
  	
  	
  4%	
  from	
  2011)	
  


                                                       	
  
                                            CPA2Biz, Inc. - Proprietary and Confidential Information
What	
  alleviates	
  CPAs’	
  concerns?	
  
                            CPA2Biz	
  2012	
  Technology	
  Survey	
  

100%	
  

 90%	
  

 80%	
  

 70%	
  

 60%	
  

 50%	
                                                                                                              Not	
  Important	
  
                                                                                                                    Somewhat	
  
 40%	
  
                                                                                                                    Very	
  Important	
  
 30%	
  

 20%	
  

 10%	
  

   0%	
  
             Company	
       SOC	
  2	
  	
     Other	
  firms'	
   Strong	
  SLAs	
  in	
   Training	
  on	
  
            reputa=on	
                           usage	
              place	
             cloud	
  service	
  

                                                         CPA2Biz, Inc. - Proprietary and Confidential Information
Cyber	
  Security	
  –	
  Importance	
  of	
  Topic	
  
                                                   	
  
Cyber Security - Extent
                           	
   of Issue:
   •  The growing number of attacks on our cyber
      networks has become, in President Obama's words,
      "one of the most serious economic and national
      security threats our nation faces.“

   •  FBI Director Quote. “Today there are only two types
      of companies – those that have been hacked or will
      be hacked.”




                         CPA2Biz, Inc. - Proprietary and Confidential Information
Cyber	
  Security	
  –	
  Best	
  Prac)ces	
  	
  
1.	
  	
  Informa)on	
  Security	
  Framework	
  
            –  Third	
  Party	
  Security	
  	
  Reviews	
  (SOC	
  Reviews,	
  Intrusion	
  tes=ng,	
  etc.)	
  
            –  Document	
  processes	
  and	
  procedures	
  
            –  Understand	
  Your	
  Threat	
  Landscape	
  	
  
            –  IT	
  Security	
  Policies	
  &	
  Vendor	
  Agreement	
  Reviews	
  
2.	
  	
  Incident	
  Response	
  Framework	
  	
  
            –  Know	
  when	
  to	
  acknowledge	
  outside	
  support	
  is	
  needed	
  	
  
            –  Leverage	
  established	
  response	
  network	
  (law	
  enforcement,	
  cyber	
  experts,	
  
               specialists)	
  
3.	
  	
  Ongoing	
  Educa)on	
  Ac)vi)es	
  
            –  Educate	
  how	
  you	
  communicate	
  digitally	
  to	
  members,	
  customers,	
  
               employees,	
  etc	
  
4.	
  Cyber	
  Insurance	
  	
  

                                                  CPA2Biz, Inc. - Proprietary and Confidential Information
Cyber	
  Security	
  Threat	
  Landscape	
  Areas
                                                	
  
•  External	
  –	
  phishing	
  aQacks,	
  hacking,	
  state	
  sponsored	
  
   espionage	
  
•  Internal	
  –	
  disgruntled,	
  disloyal,	
  depar=ng	
  employees	
  
•  Human	
  error	
  
•  Ac)vists	
  –	
  denial	
  of	
  service,	
  reputa=on	
  aQacks	
  
•  Iden)ty	
  Thec	
  –	
  IRS	
  tax	
  refund	
  fraud	
  
•  Economic	
  espionage	
  (state	
  sponsored,	
  compe=tors)	
  
	
  

                                          CPA2Biz, Inc. - Proprietary and Confidential Information
Cyber	
  Security	
  Landscape	
  
Defining	
  Your	
  Threat	
  Landscape	
  
   §  You	
  need	
  to	
  define	
  the	
  par=culars	
  of	
  your	
  situa=on	
  
   §  Different	
  measures	
  and	
  strategies	
  
        − Na=onal	
  Security	
  Organiza=ons	
  
        − Fortune	
  100	
  Companies	
  	
  
        − Poli=cal	
  Targets	
  
        − Small	
  Businesses	
  	
  
        − Consumers	
  	
  
   	
  

                                   CPA2Biz, Inc. - Proprietary and Confidential Information
Member	
  Educa)on:	
  What	
  CPA	
  Firms	
  Should	
  	
  Be	
  Doing	
  

•  Vendor	
  management	
                              •  Mobile	
  device	
  policy	
  
•  Cloud	
  compu=ng	
                                 •  Educa=on	
  to	
  avoid	
  falling	
  
•  WriQen	
  informa=on	
  security         	
            for	
  phishing	
  scams	
  or	
  social	
  
   policy	
                                               engineering	
  
•  Affiliate	
  with	
  local	
  security	
              •  Insurance	
  op=ons	
  where	
  
   consultant/forensic	
  vendor	
                        affordable	
  
•  Smart	
  password	
  prac=ces	
                     •  Employee	
  training	
  and	
  
•  Back-­‐up’s	
                                          educa=on	
  
                                                       •  An=	
  virus	
  /	
  malware	
  
•  Strong	
  encryp=on	
  
                                                          vigilance,	
  currency	
  


                                          CPA2Biz, Inc. - Proprietary and Confidential Information
Expansion	
  of	
  SAS	
  70	
  to	
  Meet	
  Market	
  Needs
                                                            	
  
                                           •  Service	
  Organiza)on	
  Control	
  
                                              (SOC)	
  Reports	
  
                                                     –  SOC	
  1:	
  Financial	
  Repor=ng	
  
                                                     –  SOC	
  2	
  &	
  SOC3:	
  Based	
  on	
  Trust	
  
                                                        Services	
  
                                           •  Trust	
  Services	
  
                                                     –     Security	
  
                                                     –     Availability	
  
                                                     –     Processing	
  Integrity	
  
                                                     –     Confiden=ality	
  	
  
                                                     –     Privacy	
  
                                           •  Opportunity	
  to	
  Lead	
  

                            CPA2Biz, Inc. - Proprietary and Confidential Information
Rebirth	
  of	
  Client	
  
Accoun=ng	
  Services	
  	
  
   in	
  the	
  Cloud	
  	
  



         CPA2Biz, Inc. - Proprietary and Confidential Information
Significant	
  Impact	
  of	
  Cloud	
  Compu)ng	
  &	
  Mobile	
  	
  
            to	
  Major	
  Firm	
  Service	
  Lines	
  



                                                                              Client	
  
       Audit	
                     Tax	
  
                                                                            Accoun)ng	
  


      Efficiencies            Efficiencies                                      Transformative
      Innovation              Innovation                                       Revenue Growth




Key Outcomes: Automation, collaboration, improved workflow,
processing efficiencies, improved quality of service

                              CPA2Biz, Inc. - Proprietary and Confidential Information
Client	
  Accoun)ng	
  Over	
  Past	
  20	
  Years
                                                 	
  

                                                                                      Today’s Opportunity
                                          Today	
                                  ü Cloud based
                                                                                   ü  Integrated
                    2000	
                                                         ü  Paperless
                            Small Businesses                                       ü  Dashboards
       1990	
               push work back to
                         firms to focus more on                                    ü  Real Time
                              their business

 Role of Firms Reduced
 QuickBooks introduced         Re-claiming of Client Accounting
  to small businesses
                                    & Trusted Advisor Role
                                 CPA2Biz, Inc. - Proprietary and Confidential Information
Disrup)on	
  in	
  OUR	
  World	
  
•      Accoun=ng	
  is	
  on	
  cusp	
  of	
  disrup=on	
  
•      Freshbooks	
  /	
  Accountants	
  Relief	
  /	
  Xero	
  /	
  Wave,	
  etc.	
  
•      CPA2Biz	
  
•      Thomson	
  Reuters	
  /	
  CCH	
  /	
  Intuit	
  
•      Countdown	
  is	
  two	
  to	
  four	
  years	
  
•      PERSONAL	
  PREDICTION:	
  
        “By	
  2017	
  there	
  will	
  be	
  no	
  premise-­‐based	
  
        soBware	
  	
  leB	
  in	
  public	
  accounCng.”	
  	
  	
  
	
  


                                               CPA2Biz, Inc. - Proprietary and Confidential Information
Accoun)ng	
  Socware	
  Must	
  Scale	
  	
  
                            to	
  Firm	
  and	
  Client	
  Needs	
  
  Client	
  Accoun)ng	
  Services…	
                                                                                                  Advisory	
  




                                                                                                                        Collabora)ve	
  	
  
                                                                                                                      Advisory	
  Services	
  –	
  	
  
                                                                                 Virtual	
                               Virtual	
  CFO	
  
                                         Business	
  Process	
                Controllership	
  
      TransacConal	
  
                                           Outsourcing	
  
                        Write-­‐Up	
  




Specialize in Client Industry Verticals
   —  Healthcare                —  Technology                           —  Retail                           —  Property Management
                                                           CPA2Biz, Inc. - Proprietary and Confidential Information
   —  Not-For-Profit            —  Professional Services                —  Franchises                       —  Government Contractors
Driving	
  Adop)on	
  in	
  a	
  Digital	
  Age	
  
                                               	
  

                                Technology	
  




                Talent	
  


                                             Business	
  
                                             Change	
  
 Most significant
 challenge

                             CPA2Biz, Inc. - Proprietary and Confidential Information
40	
  Products	
  You	
  Should	
  Know	
  About
                                               	
  

 10	
  Prac)ce-­‐specific	
  Products	
  

 10	
  Client-­‐facing	
  Products	
  	
  

 10	
  General	
  Financial	
  Products	
  

 10	
  General	
  Use	
  Products	
  	
  	
  



                               CPA2Biz, Inc. - Proprietary and Confidential Information
Selected	
  Prac)ce-­‐specific	
  Products	
  Available	
  Today	
  

  1.           Global	
  Fx	
                           6.  Confirma=on.com	
  
  2.           Intuit	
  Tax	
  Online	
                7.  ProfitCents	
  
  3.           XCM	
                                    8.  GruntWorx	
  
  4.           Firmflow	
                                9.  Beyond	
  415	
  
  5.           GoSystem	
  Tax	
                        10. AverQ	
  
  	
  
         	
  	
                                         	
  



                                             CPA2Biz, Inc. - Proprietary and Confidential Information
Selected	
  Prac)ce-­‐specific	
  Products	
  Available	
  Today	
  

  1.         Global	
  Fx	
                           6.  Confirma=on.com	
  
  2.         Intuit	
  Tax	
  Online	
                7.  ProfitCents	
  
  3.          XCM	
                                   8.  GruntWorx	
  
  4.          Firmflow	
                               9.  Beyond	
  415	
  
  5.         GoSystem	
  Tax	
                        10. AverQ	
  
  	
  
         	
  	
                                       	
  



                                           CPA2Biz, Inc. - Proprietary and Confidential Information
Selected	
  Client-­‐facing	
  Products	
  Available	
  Today	
  

1.    Quickbooks	
  Online	
                         6.  webKPI	
  
2.    Bill.com	
                                     7.  Accountants	
  Relief	
  
3.    NetSuite	
                                     8.  Xero	
  
4.    Wave	
                                         9.  iLumen	
  
5.    Sure	
  Payroll	
                              10. Intacct	
  	
  




                                 CPA2Biz, Inc. - Proprietary and Confidential Information
Selected	
  Client-­‐facing	
  Products	
  Available	
  Today	
  

1.    Quickbooks	
  Online	
                         6.  webKPI	
  
2.    Bill.com	
                                     7.  Accountants	
  Relief	
  
3.    NetSuite	
                                     8.  Xero	
  
4.    Wave	
                                         9.  iLumen	
  
5.    Sure	
  Payroll	
                              10. Intacct	
  	
  




                                 CPA2Biz, Inc. - Proprietary and Confidential Information
Selected	
  General	
  Financial	
  Products	
  Available	
  Today	
  

   1.           Mint.com	
                                      6.  SalesForce.com	
  
   2.           Personal	
  Capital	
                           7.  SuccessFactors	
  
   3.           ExpenseCloud	
                                  8.  FreshBooks	
  
   4.           BoardVantage	
                                  9.  Outright	
  
   5.           Cortera	
                                       10. Prosper.com	
  
   	
                                                           	
  
   	
                                                           	
  
                                                                     	
  	
  
          	
  	
  
                                          CPA2Biz, Inc. - Proprietary and Confidential Information
Selected	
  General	
  Financial	
  Products	
  Available	
  Today	
  

   1.         Mint.com	
                                      6.  SalesForce.com	
  
   2.         Personal	
  Capital	
                           7.  SuccessFactors	
  
   3.         ExpenseCloud	
                                  8.  FreshBooks	
  
   4.         BoardVantage	
                                  9.  Outright	
  
   5.         Cortera	
                                       10. Prosper.com	
  
   	
                                                         	
  
   	
                                                         	
  
                                                                   	
  	
  
          	
  	
  
                                        CPA2Biz, Inc. - Proprietary and Confidential Information
Selected	
  General	
  Use	
  Products	
  Available	
  Today	
  

1.          Dropbox	
                                   6.  TripIt	
  
2.          CPA.com	
  Backup	
                         7.  ShareFile	
  
3.          Google	
  Apps	
                            8.  LeapFile	
  
4.          MicroSom	
  365	
                           9.  YouSendIt	
  
5.          Find	
  My	
  Device(s)	
                   10. SmartVault	
  
                 	
  Apple	
  
                 	
  Others	
  
      	
  	
  


                                          CPA2Biz, Inc. - Proprietary and Confidential Information
Selected	
  General	
  Use	
  Products	
  Available	
  Today	
  

1.        Dropbox	
                                   6.  TripIt	
  
2.        CPA.com	
  Backup	
                         7.  ShareFile	
  
3.        Google	
  Apps	
                            8.  LeapFile	
  
4.        MicroSom	
  365	
                           9.  YouSendIt	
  
5.        Find	
  My	
  Device(s)	
                   10. SmartVault	
  
                 	
  Apple	
  
                 	
  Others	
  
      	
  	
  


                                        CPA2Biz, Inc. - Proprietary and Confidential Information
CPA2Biz, Inc. - Proprietary and Confidential Information
Are	
  You	
  Losing	
  the	
  “Race	
  to	
  the	
  Cloud?”
                                                           	
  


                  7 Early Warning Signs
                                                calling it SaaS
                  ①  You are using ASP and
                                                   l branding”
                  ②  Y ou have no formal “digita
                     strategy                                 e server
                  ③  You are op  erating your own Exchang
                                                      ing accounting
                  ④  You   have not attended a lead
                                                  er a year.
                      technology conference in ov
                                                    staff are
                   ⑤  Y our members and/or your
                                                         QuickBooks
                       complai ning about dealing with
                       files
                                                        der 30
                   ⑥  You    have no staff members un
                                                            ing at least 3
                   ⑦  You aren   ’t PERSONALLY us
                        SaaS services


                                 CPA2Biz, Inc. - Proprietary and Confidential Information
A	
  Conference	
  Sugges)on	
  …	
  



                                                                     George Will                     Geoffrey Moore



The first-ever, cloud user conference brought
to you by the AICPA and our strategic
business solutions partners, will help
attendees embrace cloud technology as a
strategic opportunity to start or evolve their
client accounting services and tax practice
into the digital firm of tomorrow.
                                                                 Barry Melancon                      Erik Asgeirsson


                                          CPA2Biz, Inc. - Proprietary and Confidential Information
The	
  Digital	
  CPA	
  Cloud	
  User	
  Conference	
  
                                 	
  
    Firm	
  
 Technology	
          Cloud	
  Compu=ng,	
  Mobile,	
  	
  
                       Social	
  Media,	
  Change	
  Management
   Trends	
  	
  

  Prac)ce	
            Building	
  a	
  Virtual	
  CFO	
  Prac=ce…Pricing	
  
Development	
          Services,	
  Engagement	
  LeQers,	
  Staffing	
  
                       Models,	
  Marke=ng	
  Best	
  Prac=ces
   Tools	
  

                       Accoun=ng	
  Somware,	
  Bill	
                                                   Oct 28 - Oct 30, 2012
 Hands-­‐On	
          Management	
  and	
  Cash	
  Flow,	
  Tax,	
                                Gaylord National, Washington, DC
                                                                                                     Recommended CPE Credit: 19
                       Accoun=ng	
  &	
  Audi=ng	
  Workflow	
  
User	
  Training	
     Automa=on




                                                        CPA2Biz, Inc. - Proprietary and Confidential Information
Thank	
  You	
  
	
  

•  To	
  learn	
  more	
  go	
  to	
  www.cpa.com	
  	
  
    •  White	
  papers,	
  case	
  studies,	
  etc.	
  
    •  Educa=onal	
  webinars	
  
       	
  
•  We’re	
  happy	
  to	
  speak	
  to	
  your	
  membership	
  –	
  
   please	
  contact	
  us	
  to	
  discuss	
  availability	
  for	
  
   2013!	
  


                               CPA2Biz, Inc. - Proprietary and Confidential Information
Ques=ons	
  …..
              	
  




      CPA2Biz, Inc. - Proprietary and Confidential Information

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Computing is profoundly impacting your members v3

  • 1. Cloud  Compu)ng  is  Having  a  Profound   Impact  on  Your  Members       Test  Your  Own  Understanding  of  the  Cloud Gregory L. LaFollette Vice President – Product Strategy, CPA2Biz AICPA & CPA/SEA Interchange 2012 Session 44: Friday, July 20, 2012 - 8:30 to 9:30AM CPA2Biz, Inc. - Proprietary and Confidential Information
  • 2. Gregory  L.  LaFolle@e,  CPA,  CITP,  CGMA   Vice  President  of  product  strategy  –  CPA2Biz   Columnist  &  Speaker   Former   •  Eide  Bailly,  LLP  –  Senior  Manager,  Tax  and  Technology  Consul=ng  (6  years)   •  LaFolle/e  Consul4ng,  LLP  -­‐-­‐  Consultant  to  the  industry  (12  years)   •  The  CPA  Prac4ce  Advisor    -­‐-­‐  Execu=ve  Editor  (6  years)   •  Thomson  Reuters  (Crea4ve  Solu4ons)  -­‐-­‐  Vice  President  -­‐  Product  Strategy  (5  years)   •    LaFolle/e,  Jansa,  Brandt  &  Co.  ,  LLP  -­‐-­‐  Tax  &  Technology  partner  (23  years)     AICPA  Commi@ees   §  Journal  of  Accountancy  –  Technology  Advisory  Board   §  Prior  Service:   §  CITP  Creden=al  CommiQee  –  Chair  (7  years;  Member  4,  Chair  3)   §  TECH+/Prac==oners  Conference  -­‐-­‐  Planning  CommiQee  (6  years)   §  Na=onal  Accredita=on  Commission  –  ad  hoc  (3  years)   §  Na=onal  Tax  Educa=on  Program  (AICPA/UI)  -­‐-­‐  Graduate  and  former  Staff  Lecturer  (12  years)   §  Top  10  Technology  Ini=a=ves  -­‐-­‐  Review  CommiQee  (5  years)   §  Microcomputer  Advisory  Services  CommiQee  (3  years)   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 3. Contact  Informa)on   Greg  LaFolle@e     Greg.LaFolleQe@CPA.com   Greg.LaFolleQe@CPA2Biz.com   Greg@theLaFolleQes.net             New  York  Office  -­‐  212-­‐596-­‐6267   South  Dakota  Office  –  605-­‐977-­‐4823     Cell  –  734-­‐330-­‐9015   200  East  10th  Street  #500   Sioux  Falls,  SD    57104   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 4. CPA2Biz  Business  Focus   Transforming Accounting Services New Learning Gateway  Firm   Cloud Computing Programs -Launched in 2011 Technology   -Growing Use Solu)ons   Online   LMS     Portal     CPA2Biz       CPA2Biz.com, IFRS.com -Leading Sites C2B, Firm, AICPA, States Marke)ng   Mobile     &   AICPA & State Societies Technology   -Leading Capabilities Apps   Services   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 5. CPA2Biz  Opera)ons  –  100%  Cloud  Based   Performance Accounting Platform Management Data Bill Payment Center LMS CRM Email Website Operations All of our business is managed through cloud based applications CPA2Biz, Inc. - Proprietary and Confidential Information
  • 6. CPA2Biz  Broad  Firm  Solu)ons  Strategy     PlaQorm  &   Distribu)on   Integra)on   Educa)on   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 7. CPA2Biz  Firm  Solu)ons  PorQolio   Client Accounting Tools (Over 1,000 firms now using) Bill Pay Firm Workflow (Bill.com) General Management Practice Ledger Workflow (Used by 50 of (XCM) (Intacct) Client Dashboards Top 200 firms) CPA2Biz Firm Solutions Payroll Paychex has Digital Brand Email & Backup Portfolio (Paychex) introduced a for the Firm (CPA.com) firm payroll platform Newsletter, Audit Email & Other IT other misc. Confirm- Audit workflow Services (C2B) ations (7,000 firms now using) (0ver 900 users) CPA2Biz, Inc. - Proprietary and Confidential Information
  • 8. Posi)oning  for  Success  in  a  Digital  Age   Key  Ques)ons  For  You:   1)  What  does  this  mean  to  your  members?     2)  How  will  they  retool  and  compete?   3)  What  should  your  member  firm’s  technology  strategy  be?   4)  How  are  they  developing  talent?   5)  How  are  your  member  firm’s  client  services  changing?   6)  What  does  this  change  about  how  you  serve  your  members?   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 9. Agenda   Posi)oning  for  Success   Technology  Drivers   Client  Accoun)ng  Services   7  Early  Warning  Signs   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 10. Three  Concurrent  Drivers   Technology   1st  Driver   Business   Prac)ces   2nd    Driver   Client   Expecta)ons   3rd  Driver   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 11. The  Hardware  Driver   1965  -­‐   1975  -­‐   1985  –   1995  -­‐   2005  –   1975   1985   1995   2005   2015   Service   All  manual   Premise-­‐ Bureau  to   Mini’s  to   DOS  to   to  Service   based  to   Mini-­‐ Micro’s   Windows   Bureaus   SaaS   computers   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 12. The  Socware  Driver   Socware  as   •  Socware,  services  &  support  offerings   specifically  designed  for  one-­‐to-­‐many   a  Service   delivery  over  the  Internet     •  Packaged  socware  customized,  deployed   Hosted     &  managed  by  provider   Tradi)onal   •  Today’s  packaged  socware  deployed  on-­‐ Socware   premise   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 13. The  Business  Prac)ce  Driver   •  1980s:  Digital  Office  Work  Begins   20th Century –  Personal  Compu=ng,  Excel,  Quicken,  etc.     •  1990s:  Digital  Value  Chains   –  Internet,  Networks,  Email,  Tax  &  Audit  Somware,                          e-­‐ Commerce   •  2000s:  Digital  Consump=on   21st Century –  Paperless,  Online  Research,  Mobile,  Social  Media,     Self-­‐Service     •  2010s:  Digital  Engagements   –  Portals,  Cloud,  Collabora=on,  Apps,  etc   Geoffrey Moore Slide – Adopted for CPA Marketplace CPA2Biz, Inc. - Proprietary and Confidential Information
  • 14. The  Client  Expecta)on  Driver   TODAY     FUTURE     Systems     Systems of  Record   Systems   of Record of  Engagement     •  Consolidate •  Collaborative •  Organize •  Intelligent •  Report •  Knowledge Based (The Digital CPA ) Geoffrey Moore Slide – Adapted for CPA Marketplace CPA2Biz, Inc. - Proprietary and Confidential Information
  • 15. Firm  Value  Chain   Lower Value & Higher Value Historical Focus & Future Focus Input   Assemble   Analyze  &   Advise  &   Report   Data   &  Verify   Interpret   Consult   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 16. We’re  in  the  Midst  of  a  Great  Sea  Change   “Things  take  longer  to  happen  than  you  think  they  will,   and  then  happen  faster  than  you  thought  they  could”   —old  axiom     “Rate  of  change  today  is  much  greater  than  it  was   during  dot  com  era”  —  Jeff  Bezos,  CEO  Amazon       Acceleration of Change (Highlighted By Cloud & Mobile Movement) CPA2Biz, Inc. - Proprietary and Confidential Information
  • 17.  Four  Technology   Drivers  of  the     Digital  CPA   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 18. CPA2Biz  Focus  On  Technology  Drivers   Transforming Technology Drivers Cloud Information Mobile Digital Brand Computing Security Change Management CPA2Biz, Inc. - Proprietary and Confidential Information
  • 19. Key  Benefits  of  Accoun)ng  Firm  Usage  of  Cloud  Applica)ons   CPA2Biz  2012  Technology  Survey   •  Being  able  to  work  anywhere,  any)me:  88%                5%   •  Disaster  backup  &  recovery  :  85%   •  Improved  client  service  &  collabora)on:  84%   •  Being  able  to  use  the  latest  applica)ons:  82%              4%   •  Being  able  to  serve  non-­‐local  clients:  80%     •  Expand  services,  create  new  revenue  sources:  79%                11%   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 20. Growth  of  Virtual  Office   CPA2Biz  2012  Technology  Survey   Regarding  a  physical  office:   •  In  2011  4%  of  firms  were  “virtual”     •  By  2012  those  numbers  have  grown  to  8%   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 21.  Mobile   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 22. US Market Forecast US  Smartphone  &  Tablet  User  Base  Forecast   (in  millions)   140.00   133.0   120.00   119.9   106.7   100.00   90.1   89.5   80.00   75.6   60.00   60.2   54.8   40.00   33.7   Smartphones   20.00   13.0   Tablets   0.00   2010   2011   2012*   2013*   2014*   Source: eMarketer CPA2Biz, Inc. - Proprietary and Confidential Information
  • 23. Accounting Firm-Branded Apps Moss Adams KPMG Eide Bailly THE APP IS THE WEB SITE OF THE 90’s AND IS COMING TO SMALL FIRMS CPA2Biz, Inc. - Proprietary and Confidential Information
  • 24. Mobile-Friendly Practice Management Tools Salesforce.com Thomson Mobile CS CPA2Biz, Inc. - Proprietary and Confidential Information
  • 25. Accounting Software in Your Mobile Device Intacct Bill.com CPA2Biz, Inc. - Proprietary and Confidential Information
  • 26. CPA2Biz Mobile Friendly Site CPA2Biz, Inc. - Proprietary and Confidential Information
  • 27. Digital  Brand   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 28. Importance  of  Digital  Brand  in  Client  Rela)onship     Historical   Today •  Meeting in an office •  Online Collaboration •  Phone •  Email •  Classified •  Social Networking •  Yellow Pages •  Search •  Word of mouth •  Review sites CPA2Biz, Inc. - Proprietary and Confidential Information
  • 29. What’s  Your  Online  Digital  Brand?   Consumer Email Account Professional Email 1. Firm Branded Domain: smithcpa@aol.com -  www.smithcpa.com -  Branded web site and email 2. CPA.com Domain -  Your.Name@CPA.com CPA2Biz, Inc. - Proprietary and Confidential Information
  • 30. Accoun)ng  Firm  Use  of  Social  Media     CPA2Biz  2012  Technology  Survey  80      70     Firm Usage of Blogs and Twitter  60     each up 60% year-over-year  50      40     2011    30     2012    20      10      -­‐         LinkedIn   FaceBook   TwiQer   Blog   •  34% of CPAs surveyed are using tablets (iPads) for business purposes, and another 12% plan to soon •  According to recent Boomer study, this is as high as 57% for mid sized firms CPA2Biz, Inc. - Proprietary and Confidential Information
  • 31. Accoun)ng  Firm  Use  of  Video   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 32. VIDEO
  • 33. Accoun)ng  Firm  Use  of  Video   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 34. Informa)on     Security   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 35. CPA2Biz  Survey  Results  –  April  2012   Accoun=ng  Firm  Usage  of  Web-­‐Based  Applica=ons   TOP CONCERNS (SIGNIFICANTLY OR SOMEWHAT CONCERNED)   • Security:  73%  concerned  (          8%  from  2011)   • Confiden)ality:  72%  concerned  (        8%  from  2011)   • Privacy:  67%  concerned  (        11%  from  2011)   • Availability:  64%  concerned  (          4%  from  2011)     CPA2Biz, Inc. - Proprietary and Confidential Information
  • 36. What  alleviates  CPAs’  concerns?   CPA2Biz  2012  Technology  Survey   100%   90%   80%   70%   60%   50%   Not  Important   Somewhat   40%   Very  Important   30%   20%   10%   0%   Company   SOC  2     Other  firms'   Strong  SLAs  in   Training  on   reputa=on   usage   place   cloud  service   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 37. Cyber  Security  –  Importance  of  Topic     Cyber Security - Extent   of Issue: •  The growing number of attacks on our cyber networks has become, in President Obama's words, "one of the most serious economic and national security threats our nation faces.“ •  FBI Director Quote. “Today there are only two types of companies – those that have been hacked or will be hacked.” CPA2Biz, Inc. - Proprietary and Confidential Information
  • 38. Cyber  Security  –  Best  Prac)ces     1.    Informa)on  Security  Framework   –  Third  Party  Security    Reviews  (SOC  Reviews,  Intrusion  tes=ng,  etc.)   –  Document  processes  and  procedures   –  Understand  Your  Threat  Landscape     –  IT  Security  Policies  &  Vendor  Agreement  Reviews   2.    Incident  Response  Framework     –  Know  when  to  acknowledge  outside  support  is  needed     –  Leverage  established  response  network  (law  enforcement,  cyber  experts,   specialists)   3.    Ongoing  Educa)on  Ac)vi)es   –  Educate  how  you  communicate  digitally  to  members,  customers,   employees,  etc   4.  Cyber  Insurance     CPA2Biz, Inc. - Proprietary and Confidential Information
  • 39. Cyber  Security  Threat  Landscape  Areas   •  External  –  phishing  aQacks,  hacking,  state  sponsored   espionage   •  Internal  –  disgruntled,  disloyal,  depar=ng  employees   •  Human  error   •  Ac)vists  –  denial  of  service,  reputa=on  aQacks   •  Iden)ty  Thec  –  IRS  tax  refund  fraud   •  Economic  espionage  (state  sponsored,  compe=tors)     CPA2Biz, Inc. - Proprietary and Confidential Information
  • 40. Cyber  Security  Landscape   Defining  Your  Threat  Landscape   §  You  need  to  define  the  par=culars  of  your  situa=on   §  Different  measures  and  strategies   − Na=onal  Security  Organiza=ons   − Fortune  100  Companies     − Poli=cal  Targets   − Small  Businesses     − Consumers       CPA2Biz, Inc. - Proprietary and Confidential Information
  • 41. Member  Educa)on:  What  CPA  Firms  Should    Be  Doing   •  Vendor  management   •  Mobile  device  policy   •  Cloud  compu=ng   •  Educa=on  to  avoid  falling   •  WriQen  informa=on  security   for  phishing  scams  or  social   policy   engineering   •  Affiliate  with  local  security   •  Insurance  op=ons  where   consultant/forensic  vendor   affordable   •  Smart  password  prac=ces   •  Employee  training  and   •  Back-­‐up’s   educa=on   •  An=  virus  /  malware   •  Strong  encryp=on   vigilance,  currency   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 42. Expansion  of  SAS  70  to  Meet  Market  Needs   •  Service  Organiza)on  Control   (SOC)  Reports   –  SOC  1:  Financial  Repor=ng   –  SOC  2  &  SOC3:  Based  on  Trust   Services   •  Trust  Services   –  Security   –  Availability   –  Processing  Integrity   –  Confiden=ality     –  Privacy   •  Opportunity  to  Lead   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 43. Rebirth  of  Client   Accoun=ng  Services     in  the  Cloud     CPA2Biz, Inc. - Proprietary and Confidential Information
  • 44. Significant  Impact  of  Cloud  Compu)ng  &  Mobile     to  Major  Firm  Service  Lines   Client   Audit   Tax   Accoun)ng   Efficiencies Efficiencies Transformative Innovation Innovation Revenue Growth Key Outcomes: Automation, collaboration, improved workflow, processing efficiencies, improved quality of service CPA2Biz, Inc. - Proprietary and Confidential Information
  • 45. Client  Accoun)ng  Over  Past  20  Years   Today’s Opportunity Today   ü Cloud based ü  Integrated 2000   ü  Paperless Small Businesses ü  Dashboards 1990   push work back to firms to focus more on ü  Real Time their business Role of Firms Reduced QuickBooks introduced Re-claiming of Client Accounting to small businesses & Trusted Advisor Role CPA2Biz, Inc. - Proprietary and Confidential Information
  • 46. Disrup)on  in  OUR  World   •  Accoun=ng  is  on  cusp  of  disrup=on   •  Freshbooks  /  Accountants  Relief  /  Xero  /  Wave,  etc.   •  CPA2Biz   •  Thomson  Reuters  /  CCH  /  Intuit   •  Countdown  is  two  to  four  years   •  PERSONAL  PREDICTION:   “By  2017  there  will  be  no  premise-­‐based   soBware    leB  in  public  accounCng.”         CPA2Biz, Inc. - Proprietary and Confidential Information
  • 47. Accoun)ng  Socware  Must  Scale     to  Firm  and  Client  Needs   Client  Accoun)ng  Services…   Advisory   Collabora)ve     Advisory  Services  –     Virtual   Virtual  CFO   Business  Process   Controllership   TransacConal   Outsourcing   Write-­‐Up   Specialize in Client Industry Verticals —  Healthcare —  Technology —  Retail —  Property Management CPA2Biz, Inc. - Proprietary and Confidential Information —  Not-For-Profit —  Professional Services —  Franchises —  Government Contractors
  • 48. Driving  Adop)on  in  a  Digital  Age     Technology   Talent   Business   Change   Most significant challenge CPA2Biz, Inc. - Proprietary and Confidential Information
  • 49. 40  Products  You  Should  Know  About   10  Prac)ce-­‐specific  Products   10  Client-­‐facing  Products     10  General  Financial  Products   10  General  Use  Products       CPA2Biz, Inc. - Proprietary and Confidential Information
  • 50. Selected  Prac)ce-­‐specific  Products  Available  Today   1.  Global  Fx   6.  Confirma=on.com   2.  Intuit  Tax  Online   7.  ProfitCents   3.  XCM   8.  GruntWorx   4.  Firmflow   9.  Beyond  415   5.  GoSystem  Tax   10. AverQ           CPA2Biz, Inc. - Proprietary and Confidential Information
  • 51. Selected  Prac)ce-­‐specific  Products  Available  Today   1.  Global  Fx   6.  Confirma=on.com   2.  Intuit  Tax  Online   7.  ProfitCents   3.  XCM   8.  GruntWorx   4.  Firmflow   9.  Beyond  415   5.  GoSystem  Tax   10. AverQ           CPA2Biz, Inc. - Proprietary and Confidential Information
  • 52. Selected  Client-­‐facing  Products  Available  Today   1.  Quickbooks  Online   6.  webKPI   2.  Bill.com   7.  Accountants  Relief   3.  NetSuite   8.  Xero   4.  Wave   9.  iLumen   5.  Sure  Payroll   10. Intacct     CPA2Biz, Inc. - Proprietary and Confidential Information
  • 53. Selected  Client-­‐facing  Products  Available  Today   1.  Quickbooks  Online   6.  webKPI   2.  Bill.com   7.  Accountants  Relief   3.  NetSuite   8.  Xero   4.  Wave   9.  iLumen   5.  Sure  Payroll   10. Intacct     CPA2Biz, Inc. - Proprietary and Confidential Information
  • 54. Selected  General  Financial  Products  Available  Today   1.  Mint.com   6.  SalesForce.com   2.  Personal  Capital   7.  SuccessFactors   3.  ExpenseCloud   8.  FreshBooks   4.  BoardVantage   9.  Outright   5.  Cortera   10. Prosper.com                   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 55. Selected  General  Financial  Products  Available  Today   1.  Mint.com   6.  SalesForce.com   2.  Personal  Capital   7.  SuccessFactors   3.  ExpenseCloud   8.  FreshBooks   4.  BoardVantage   9.  Outright   5.  Cortera   10. Prosper.com                   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 56. Selected  General  Use  Products  Available  Today   1.  Dropbox   6.  TripIt   2.  CPA.com  Backup   7.  ShareFile   3.  Google  Apps   8.  LeapFile   4.  MicroSom  365   9.  YouSendIt   5.  Find  My  Device(s)   10. SmartVault    Apple    Others       CPA2Biz, Inc. - Proprietary and Confidential Information
  • 57. Selected  General  Use  Products  Available  Today   1.  Dropbox   6.  TripIt   2.  CPA.com  Backup   7.  ShareFile   3.  Google  Apps   8.  LeapFile   4.  MicroSom  365   9.  YouSendIt   5.  Find  My  Device(s)   10. SmartVault    Apple    Others       CPA2Biz, Inc. - Proprietary and Confidential Information
  • 58. CPA2Biz, Inc. - Proprietary and Confidential Information
  • 59. Are  You  Losing  the  “Race  to  the  Cloud?”   7 Early Warning Signs calling it SaaS ①  You are using ASP and l branding” ②  Y ou have no formal “digita strategy e server ③  You are op erating your own Exchang ing accounting ④  You have not attended a lead er a year. technology conference in ov staff are ⑤  Y our members and/or your QuickBooks complai ning about dealing with files der 30 ⑥  You have no staff members un ing at least 3 ⑦  You aren ’t PERSONALLY us SaaS services CPA2Biz, Inc. - Proprietary and Confidential Information
  • 60. A  Conference  Sugges)on  …   George Will Geoffrey Moore The first-ever, cloud user conference brought to you by the AICPA and our strategic business solutions partners, will help attendees embrace cloud technology as a strategic opportunity to start or evolve their client accounting services and tax practice into the digital firm of tomorrow. Barry Melancon Erik Asgeirsson CPA2Biz, Inc. - Proprietary and Confidential Information
  • 61. The  Digital  CPA  Cloud  User  Conference     Firm   Technology   Cloud  Compu=ng,  Mobile,     Social  Media,  Change  Management Trends     Prac)ce   Building  a  Virtual  CFO  Prac=ce…Pricing   Development   Services,  Engagement  LeQers,  Staffing   Models,  Marke=ng  Best  Prac=ces Tools   Accoun=ng  Somware,  Bill   Oct 28 - Oct 30, 2012 Hands-­‐On   Management  and  Cash  Flow,  Tax,   Gaylord National, Washington, DC Recommended CPE Credit: 19 Accoun=ng  &  Audi=ng  Workflow   User  Training   Automa=on CPA2Biz, Inc. - Proprietary and Confidential Information
  • 62. Thank  You     •  To  learn  more  go  to  www.cpa.com     •  White  papers,  case  studies,  etc.   •  Educa=onal  webinars     •  We’re  happy  to  speak  to  your  membership  –   please  contact  us  to  discuss  availability  for   2013!   CPA2Biz, Inc. - Proprietary and Confidential Information
  • 63. Ques=ons  …..   CPA2Biz, Inc. - Proprietary and Confidential Information