New Book Shares Experts’ Tech Roadmap for CPAs and Business Advisors

A new book shares the insights of 11 thought leaders in accounting and business advising to provide practical strategies for helping firms make technology decisions that will propel their growth in today’s environment.

Just in time for summer reading, the paperback book, Tech Roadmap: Selecting the Ideal Solutions to Thrive in Business Advising, is an easy way to plan for technology expansion within an accounting or business advisory firm. It includes real-world advice from leading experts on 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.

“We know the opportunities and pitfalls that technology creates,” Sageworks Chairman Brian Hamilton wrote in the book’s foreword. “We also understand what a critical choice technology is for accountants and others who advise businesses, and we get how difficult it can be to make those choices. At a time some people are predicting that robots will replace accountants, we believe technology, instead, will allow public accountants and advisors to shift their focus from mechanical, routine work to a more analytical role that proactively helps business owners run their businesses better.”

Each chapter features advice from leading industry experts, including Erik Asgeirsson, L. Gary Boomer, James C. Bourke, J. Carlton Collins, Charles Hylan, Rita Keller, Greg Lafollette, 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 purchase the paperback on Amazon, visit: Tech Roadmap: Selecting the Ideal Solutions to Thrive in Business Advising. To download the e-book, visit