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Moving Your Firm to the Cloud

📋 Overview

Cloud technology has already helped many businesses improve collaboration and streamline business technology while saving money. This presentation outlines how and why this new technology can benefit your firm. The course provides detailed, step-by-step examples, giving you practical advice on how you can make the most of the cloud. This course is designed specifically for public accounting firms, but the principals can be applied to any organization. A brief overview of the cloud is outlined, explaining what it means to move your firm to the cloud. Next, the three most common levels of the cloud are explored, demonstrating the features and constraints of each level. The merits and risks of each layer of the cloud are discussed with examples of relevant apps, services, websites and platforms. The course also discusses the best practices for moving your firm to the cloud, giving you all the information you need to make this transition. Finally, a case study shows how your firm can move email, calendar, telecommunications, accounting software, and other business applications to the cloud.

🎯 Learning Objectives

🏷️ Topics

Cloud TechnologyTips & Tricks
🗂️ Course Details
Course ID
470
Short Name
Firm to the Cloud
Created
2026-03-28
Last Updated
2026-06-20

🎤 About the author

Stephen M. Yoss, CPA

Stephen is a certified public accountant, the CEO and partner of Devmatics, LLC, a continuing education instructor for financial professionals, a professional speaker at live events, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Steve brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential.

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