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

About this episode

The episode discusses the transformative power of tax automation for small firms and how it allows practitioners to focus on high-value advisory services.

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…

People in this episode

Host: Dan Henn

Guest: Andy Roe

Topics covered

• small firm success
• tax automation
• advisory services
• capacity challenges
• standardized workflows
• technology in accounting

Keywords

• tax automation
• small firms
• advisory services
• capacity
• workflows
• accounting technology
• data entry

Mentioned in this episode

Organizations: CPA Site Solutions, FICPA, Florida Institute of CPAs

More episodes of FICPA Podcasts

• Federal Tax Update: An Inconsistent Tale of Two ERC Court Rulings · June 8, 2026 · 1h 7m
• Federal Tax Update: More Details on the Activation of Trump Accounts · June 1, 2026 · 1h 4m
• Federal Tax Update: IRS Prepares to Challenge Kwong After Limited AOD on Abdo · May 26, 2026 · 1h 21m
• Federal Tax Update: If Client Claims Charitable Contributions, You Must Understand the CWA Rules · May 19, 2026 · 1h 32m
• Federal Tax Update: The Expensive Lost Whilte Receipt and Certified Mailing · May 11, 2026 · 1h 18m
• The Practitioner's Edge, Ep. 3: Insights for Small Firm Success · May 7, 2026 · 37 min