Most successful accountants have to be somewhat tech savvy. Dealing with a multitude of tax and accounting programs in their firm, as well as with the various bookkeeping and business management systems their clients use, is a core component of the job.
So, too, is keeping up with new technologies as they appear on the market, since these tools may be able to help either the firm or its clients, or both, to be more successful. In the still tough economic times, finding better, faster or more efficient ways of doing things before others do can give a strong competitive edge.
While some professionals bemoan the rapid changes in technology and the challenges in keeping up with them, some seem to be energized by it. The perfect example of this is Dustin Wheeler, a CPA at the Las Vegas firm of Wallace Neumann & Verville LLP (www.wnvcpa.com), where he serves in the roles of tax manager and IT manager.
The practice has more than 500 business clients across a broad array of industries, specializing in tax compliance and planning, audit and review, business consulting, IRS representation and helping clients with accounting technology issues, from needs analysis and implementation, through establishing internal controls, training and support.
Since joining the practice in 2005, Dustin has helped guide its transition into a more technology-focused practice, including helping implement a fully paperless workflow across the firm. Since then, they’ve also introduced client portals, a blog and have established a significant social media presence, with the focus squarely on enhancing the productivity of the firm, improving its services, and strengthening client relationships.
In addition to conducting staff technology training and helping to implement efficient workflows, one of Dustin’s latest initiatives has been getting many of his small business clients to use cloud-based accounting systems. He says this gives him greater access to client data, which helps him provide a better service to the clients. He’s also able to more quickly help them when they need assistance or troubleshooting.
While most of their clients are in the southern Nevada region, through the use of web-based technologies and screen-sharing sessions, which he also helped set up, the firm is able to service some clients from across the United States and other countries. Some clients have even been found through social media, without ever having met them in person.
With this young, but very savvy and ROI-driven CPA helping to guide its technology decisions, Wallace Neumann & Verville scored a 418 on the Productivity Survey (www.CPAPracticeAdvisor.com/productivity), a free online tool that helps firms gauge how their workflow practices and technologies compare to similar practices. It also offers suggestions for how firms can improve.
“Working at a firm where the partners respect the staff and are open to new technologies and processes is the reason we’ve been successful in transforming the practice,” he said. “Also, the culture and atmosphere are casual and relaxed. We genuinely like our coworkers as friends, and everything overall is very transparent.”
Dustin knows that he’s fortunate at his age to already have a significant role with the practice, and says that the firm’s respect and encouragement of its staff are among several reasons he enjoys working at Wallace Neumann & Verville. The firm of 16 frequently hosts employee bonding and morale functions, including group lunches on Fridays, dinner parties following tax deadlines, summer family parties and picnics, Christmas parties and various outings for skiing, golfing, paintball, go-cart racing and even zip-lining.
Frequent readers of this magazine will likely recognize him either as a multi-year 40 Under 40 Honoree, or as one of the professionals who performs accounting software reviews for us. In addition to managing the IT resources at the firm, helping clients with their technology needs and spending some of his free time pursuing technology for us, Dustin also is an ardent blogger on his firm’s website (www.wnvcpa.com/blog) and his own (www.dustinwheelercpa.com).