Frequently Asked Questions

Q. How can my small business benefit from these types of technology-related services?
A. Small organizations have to make the most of their investments in technology.  The services described on this site can help you ensure that your organization maximizes its return on technology investments.
Q. Why do I need a CPA's services rather than an IT professional's?
A. While there are many highly-qualified IT professionals who offer consulting services, business process and systems analysis benefit from the business expertise that CPAs possess.  An experienced CPA who also possesses a competency in IT can advise a client from a very unique perspective.  The American Institute of CPAs has accredited members who have demonstrated these competencies.
Q. How do the services listed on this site differ from the AICPA's assurance services?
A. Consulting services are defined by the AICPA's Rule 201 of the Code of Professional Conduct (AICPA, Professional Standards, vol. 2, ET sec. 201.01).  The Standards define consulting services as "Professional services that employ the practitioner's technical skills, education, observations, experiences, and knowledge of the consulting process."   

While somewhat similar methods are followed, consulting services are not audit engagements. They do not result in a formal written conclusion about the reliability of the client's written assertions, which are the responsibility of the client. In a consulting engagement, the practitioner develops and presents his/her own findings, conclusions, and recommendations. The scope of the work is determined by an agreement between the client and practitioner.  Typically, a consulting engagement's work is prepared only for the use and benefit of the client.

The consulting services described on this site can also help a client assess their readiness for AICPA assurance services such as SysTrustTM and WebTrustTM.

Q. I see that you are accredited as a CITP.  What does that mean to your clients?
A. The Certified Information Technology Professional credential is awarded by the American Institute of Certified Public Accountants to CPAs with significant experience in information technology strategic planning, implementation, management, and business strategies for information systems.  These types of skills are important to small business owners as well as large organizations' executives. I can help them to develop their technology strategies, evaluate technology investments, and make other types of technology-related decisions. My work, studies, and teaching in the IT domain give me a depth of understanding that is of value to my client. 

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