We presently have partnering relationships with a growing number of local and regional CPA firms and see them as invaluable to our business. Traditionally, clients regard their CPA as the most trusted business advisor and will seek the CPA's counsel on information technology issues, particularly when implementing business management and accounting software. Except possibly for the smallest, simple business, the task now is far more complicated. The accounting system no longer exists apart. It must link to operational and human resource systems and likely to customer, vendors, and partners. As the central nervous system, the accounting system remains the one most important component of the larger information management picture.

In our experience, we have observed CPA firms react in different ways to the technology challenge. Some firms that have a large diversified practice have been successful in developing an information technology practice, usually related to reselling software. These successes are the exception. Other fairly substantial firms have attempted to develop a technology practice and have failed primarily because information technology consulting is outside their core competencies and requires a different business model and personnel. Not surprisingly, some firms see themselves stepping back from the challenge and leaving clients find their own way. Even though the accounting professional organizations are promoting technology consulting as an appropriate and essential service area, many firms are uncertain, confused, unprepared, in denial, or indifferent about providing consulting services or how to go about it.

For CPAs who accept responsibility for helping their clients in the information technology area, partnering with a specialized firm such as ours is a responsible and practical solution. Not all firms are looking for the same thing from a technology partnership but some of the expectations we have observed are:

• Accounting software applications that work, are scalable, and will remain technologically current
• E-commerce expertise and access to affordable solutions
• Open access to client financial information
• Superior service to clients after implementation
• Consultant personnel who have general business skills, as well as current technology skills
• Professional behavior, adherence to general practice standards
• Reliable information source and linking to other resources
• Involvement of CPA partners and staff in projects
• Resource for internal staff training and awareness
• No competitive threat
• Leverage for practice development
• Direct revenue opportunities (referral fees, use of staff time)
• Support and training on internal systems

We are prepared to structure an arrangement depending on each firm's needs. We have developed a general model, but realize that one size does not fit all and will address each relationship on a case-by-case basis. 

Sage Software, Inc. has tailored a supportive program for CPAs who are interested in partnering with a Sage reseller. The Sage Software Accountants Network program also offers a number of tangible benefits such as below cost software products and staff training.

Please contact us to find out more about partnering opportunities.