When we launched PracticePro 365 in February of last year, it was the fulfillment of a dream for me. Like proud parents everywhere, our team was excited to share it with the world. Now that it’s in the hands of clients across the country, I’m even more gratified and excited by the feedback we’re hearing from CPAs out there in the trenches.
Michael Miller, director of operations and COO of Miller Grossbard Advisors, LLP (MGA), knows what it takes to lead a successful, global accounting firm in today’s dynamic business landscape.
And yet, Michael and his firm have struggled with the inadequacy of legacy software and trying to make it meet the needs of the modern accounting firm. Michael was seeking a way to solve problems his firm and most others wrestle with as they try to adapt legacy software to their current needs: “Data was in several different software solutions, making the end-to-end process burdensome. Workflow here, time and billing there, reporting everywhere. We had to jump leaps and bounds to see the metrics of our practice in a meaningful manner.”
Michael was one of the first to take the leap, deciding his firm would adopt PracticePro 365 because he saw the incredible value a unified system could provide. He needed enhanced visibility and reporting, a single place of input, and perhaps most importantly, “a technology partner interested in where we are heading with the tools to accelerate our path.”
The implementation was smooth and fast (under 60 days from start to finish) and Michael found the process encouraging. By the time the implementation was complete, Michael could already tell that this comprehensive practice management system was an entirely different breed than anything that had come before.
When asked about the features he finds most useful, Michael echoes the point I’ve been making for so long: “Data end-to-end, which will yield better and easier reporting.”
It’s too early to quantify all the improvements, but Michael is confident they’ll be significant. In his own words: “We do not look for software; we look for solutions. Our decision to work with PracticePro 365 was in our alignment as a partnership. We are better together, and that is what stands at the foundation of any of the strategic relationships we work to create.”
Firm leaders don’t have to operate in the dark anymore. Easy access to solid, credible, real-time information — anywhere, anytime, and from any device — lets them see how projects are doing, how individuals and teams are doing, and how the firm is doing. It’s on every desktop, so the entire team has what they need, right now, to make decisions.
PracticePro 365 is not just a high-tech toolkit for accounting firms and other professional service providers. It is a game-changer. It is a response to our own need for a better way to support a thriving firm. Transforming this vision into reality required the commitment, hard work, and talents of many people.
I’m grateful to everyone who helped make it happen, and to Michael and all the other early adopters who were willing to take a risk on a novel solution to a persistent problem. After all the time and effort that went into creating PracticePro 365, it is finally doing what we intended: turning on the light for the accounting industry.
PracticePro 365 was custom built to support the growth needs of progressive CPA Firms. Request a demo to learn how PracticePro 365 can enable your firm’s growth and profitability.