Tech Roadmap Ebook Helps Accountants and Business Advisors Navigate Tech Decisions

Sageworks has released a new ebook entitled Tech Roadmap: Selecting the Ideal Solutions to Thrive in Business Advising. The book brings together Sageworks and 11 of the accounting and business advising industry’s top thought leaders to provide practical strategies to help firms make technology decisions that will propel their growth in today’s environment.

In the book, leading experts in technology, practice management, marketing and firm strategy share their real-world advice for preparing firms to navigate technology choices, determining which technologies are best suited for the challenges facing firms and ensuring the solutions work for a firm. The book also covers strategies to help firms increase their value through the reliance on technology.

“Firms viewing technology as a strategy or asset rather than an expense are working to provide more value to clients, and are, therefore, among the most successful firms and valuable firms,” noted author Mary Ellen Biery of Sageworks. “However, for many accountants and business advisors, technology change can be overwhelming. In this book, we sought to boil down the process of evaluating and choosing new technology to help make it easier.”

The list of sources in this guide reads like a “Who’s Who” in accounting and business advising. Thought leaders such as Greg Lafollette, strategic advisor to, caution firms about the tendency to continue to do things the way they’ve always done them. James C. Bourke, WithumSmith+Brown’s technology niche practice leader and director of firm technology, explains that the most successful and profitable firms in the future will be those enhancing areas of their practices related to advisory services. Charles Hylan, a marketing and practice management consultant, coaches readers on how to avoid getting on the “ready, aim, aim, aim, aim, aim” track when it comes to pulling the trigger on technology investments. Other experts featured include Erik Asgeirsson, L. Gary Boomer, J. Carlton Collins, Rita Keller, Dana “Rick” Richardson, Donny Shimamoto, Doug Sleeter and Brian F. Tankersley.

Tech Roadmap’s three key chapters explain:

  • The Groundwork – What needs to happen at a firm before it begins vetting specific technology?
  • Addressing Challenges With Technology – What types of technologies should be considered?
  • Making Tech Work – How can firms ensure technology is adopted successfully?

To download the free e-book, visit