Case Study: Benefits of Appia’s Hosted VoIP Add Up for Accounting Firm

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The CPA Group PC is a full-service tax, accounting and business consulting firm headquartered in Monett, Mo., with a branch office in Cassville, Mo. It provides total financial services to individuals, agencies and businesses of all sizes.

Problem:

In 2007, The CPA Group was preparing to open its branch location in Cassville. It was a good time to take a hard look at the technology used by the firm.

“We had a hodgepodge of equipment. We were handling everything in-house, implementing the technology ourselves,” said Kurt Krueger, CPA. “It was difficult for me to work offsite and keep everything in the office up and running.”

Krueger wasn’t the only overstretched resource. The CPA Group’s IT infrastructure was struggling to keep pace with the demands of the growing business.

“Our efficiency was suffering due to decreasing network speed,” Krueger said. “Processing delays while using our accounting software were very frustrating.”

To accommodate the expansion and maintain its high level of customer service and satisfaction, The CPA Group needed a multifaceted, customized solution.

“We needed a system in place that would integrate two offices, enable us to work from multiple locations, allow for growth, and work with our existing software suite,” Krueger said. “Most importantly, we needed increased speed and efficiency, and a system that would be easy to manage.”

Solution:

The CPA Group reached out to Weidmayer, Schneider, Raham and Bennett, an accounting and business consulting firm based in Ann Arbor, Mich. WSRB’s Information Technology Services Group helps clients make IT choices by providing informed and unbiased recommendations for products and services to fit each unique business environment.

WSRB conducted a thorough review, and then prepared a comprehensive consulting report that addressed The CPA Group’s specific needs and constraints. Incorporating the equipment expertise of Cyberian Technologies with managed services from Appia Communications proved to be the best solution for The CPA Group’s new business infrastructure.

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