CPA firms rely on technology to manage client data, ensure compliance, and streamline workflows. But without the right systems in place, inefficiencies, security risks, and outdated processes can hold firms back. Many struggle with workflow bottlenecks, IT downtime, and lack of automation, making it harder to scale and stay profitable.
At Timberline Digital Consulting, we specialize in helping accounting firms optimize technology, implement automation, and secure their IT infrastructure. With deep industry experience and expertise in workflow management, tax prep software, document systems, and AI-driven tools, we provide custom solutions designed to increase efficiency, reduce risks, and drive predictable revenue growth.
Common IT Challenges We See at Accounting Firms
Workflow Bottlenecks & Inefficient Systems
Disconnected software, manual processes, and redundant tasks slow down operations and limit scalability.
Data Security & Compliance Risks
Handling sensitive client information requires robust security measures to prevent breaches and maintain compliance.
Unreliable Systems & IT Downtime
Outages during tax season or financial reporting periods can delay filings, damage client relationships, and cost firms revenue.
Scaling IT for Growth
As firms expand, they need scalable IT infrastructure that supports more clients, staff, and data processing demands.
Failure to Leverage AI & Automation
Many firms underutilize AI-driven tools that accelerate reporting, optimize workflows, and improve decision-making.
Unclear KPIs & Productivity Tracking
Without key performance indicators (KPIs) and automation, firms struggle to manage staff efficiency and project profitability.
What We Bring to The Table for Accounting Professionals
Industry-Specific IT Expertise: Over a decade of working with accounting firms, from backend support to high-level IT strategy.
Business-First Approach: Every solution is designed to increase billable hours, reduce admin work, and improve revenue predictability.
AI & Automation Expertise: We help firms leverage the latest technology to improve efficiency and decision-making.
Long-Term IT Strategy & Support: Whether you need one-time consulting, full IT project management, or ongoing support, we provide scalable solutions tailored to your firm.
We know firsthand what accountants need:
Reduction in Administrative Time
Earn More per Hour
Improved Client Experience
TIMBERLINE DIGITAL CONSULTING
How We Help CPA Firms Thrive
Complete Accounting IT Assessments
We analyze your current tech stack, workflow, and security to identify inefficiencies and areas for improvement.
Custom Workflow & Automation Solutions
We implement AI and automation tools to reduce manual work, increase efficiency, and free up time for billable tasks.
Security & Compliance Enhancements
We ensure your firm follows best-in-class security tools to protect client data and maintain regulatory compliance.
Integrated Accounting Software & Cloud Solutions
We optimize your accounting software, tax prep tools, case management systems, and document workflows for seamless integration and ease of use.
Scalable IT Infrastructure & Remote Access
We set up secure, cloud-based solutions that allow accountants to work from anywhere while maintaining compliance and security.
Performance Tracking & KPI Implementation
We help firms track key performance indicators (KPIs) that drive profitability, efficiency, and client retention.
What Other Accountants Are Saying
Michelle Ratcliffe, CPA, CA, CPA(WA)
Argento CPA
I have had the pleasure of working with Jordy both in my current role and at a previous company, and I can confidently say that he is the best IT professional I have ever worked with.
Hanno Grohne, CPA, CA
I worked with Jordy for six years, and now he’s the only IT person I trust with my own business. He’s not just great at IT—he actually communicates like a human and helps businesses grow. If you need IT support, this is the strongest recommendation I can give.
Future-Proof Your Firm’s Technology & Workflows
Accounting firms that invest in smart IT solutions today will lead the industry tomorrow.
Let’s discuss how we can optimize your firm’s IT strategy, automate workflows, and drive predictable revenue growth.