BNA CPA Makes the Move to Cloud-Based Tax Planning
South Carolina Firm with a 35-Year Track Record of Excellence
Finding a way to put all the benefits of Income Tax Planner Web to work for Bernie Ackerman and his team not just in the office, but also when on the road with clients.
Income Tax Planner Web™
Secure web-based solution enables CPA firm to meet clients’ needs more efficiently, without having to install software updates.
Income Tax Planner Web helps Bernie Ackerman and his team meet clients’ needs both in the office and on the road.
From Paper Ledgers to the Cloud
While much has changed since he launched his firm more than 35 years ago, one thing has remained constant: Ackerman has always been eager to adopt new technology that helps improve the accuracy and efficiency of his practice.
As far back as 1978, Ackerman began using what was then considered cutting-edge technology to perform tax projections on a small calculator that required old-fashioned cash register tape. Soon thereafter, Ackerman began his longstanding relationship with Bloomberg Tax. Over the years, he has graduated from tax-planning software on floppy discs and CD-ROMs to today’s web-based solution: Income Tax Planner Web.
Income Tax Planner Web provides a secure, convenient way for Ackerman and his team to provide tax-planning projections on their laptops or tablets when they are travelling or meeting on site at clients’ offices. This enables the BNA CPA team to provide clients with up-to-the-minute tax projections, no matter where they happen to be located on a particular day. “ Income Tax Planner Web really makes us a lot more mobile, and because we no longer need to update software, all of our staff members always have the latest and greatest version,” says Ackerman.
Ackerman is a strong proponent of cloud-based storage, which enables his firm to store and retrieve data on offsite servers at a cost that is much lower than on-premise servers. In fact, Ackerman is in the process of moving his firm’s other applications, including his income tax preparation software, to cloud-based providers. In addition to the enhanced mobility this provides, he prefers the enhanced data security and disaster recovery abilities that cloud-based solutions provide.
“With Income Tax Planner Web, we know our data is secure on Bloomberg Tax’s servers and that the information is being backed up regularly,” he says. “Any CPA firm that’s not using Bloomberg Tax tax planning products is really missing out because it’s always ranked as the top-rated tax planning product out there.”
Bernard N. Ackerman established BNA CPA, a Rock Hill, South Carolina-based CPA firm in 1977. His firm shares a name that has a remarkable — yet purely coincidental — similarity with that of Bloomberg Tax. As president of the firm, Ackerman has witnessed huge growth in both his local community, located 30 miles south of Charlotte, North Carolina, and in his own clientele. Today, as the largest accounting firm in the area, he and his team of 15 accounting professionals specialize in meeting the accounting needs of physicians, dentists, attorneys, and other professionals. Committed to a standard of personal attention to each client, BNA CPA makes an investment in professional continuing education and state-of-the-art technological solutions.