Case Study: Adam and Scott, CPAs, Denver
Adam and Scott are Denver-based CPAs that provide accountancy and taxation services to small and medium businesses in areas such as tourism, retail, MICE events, and beverage distribution. They handle book keeping and tax preparation for 82 companies and around 540 individuals; their full-time staff consists of two junior accountants, while the bookkeepers work from home. Adam and Scott also hire short term staff for about 6 weeks – for data entry and form filling – during the tax season.
The setup of the CPA firm was as below:
- Software – QuickBooks, Drake, Sage 50 and Intuit; MS Office Suite; Browsers with add-ons
- Hardware – 2 PCs with Core i5 processors and dual monitors (for the firm partners)
- 2 PCs with Core 2 Duo processors and 17-inch single screens (for junior accountants)
- 8-10 older Pentium home PCs used by the bookkeepers
Keeping up with the hardware upgrades for all the PCs in the office and laptops was one of the toughest challenges for these CPAs. In fact, they had been trying to catch up on PC upgrades every 2-3 years and finding it difficult to offset the IT spends.