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How Knutson CPAs is Managing an Explosion of Client Growth with SmartVault

Published: February 16, 2023
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Tremendous Growth Spurs Future Focused Firm to Up Their Technology Ante

(as featured on the cover of the August issue of CPA Practice Advisor)

 

The firm of Knutson CPA, PLLC (www.knutsoncpa.com) has always stayed on top of technology trends- implementing powerful solutions to ensure streamlined internal processes and elevated productivity. And while a highly efficient work environment is key to the business model, firm leaders are clear that the ultimate goal behind maintaining an advanced technology platform is to provide the richest possible experience for clients.

“We always want to offer the highest quality service to our clients,” stated Lindsay Polyak, Business Manager at Knutson CPA. “To do this, we have to maintain a technologically advanced system.”

Polyak has been with the firm since its launch in 2010 – when the full team consisted of only three professional staff members. Today, it’s a team of 10. “We just keep growing,” explained Polyak. “Within the last six months along, we’ve experienced a growth explosion, and that meant we needed to seek out new technology to improve workflow efficiencies.”

Read the full article online. Click to view the August issue of CPA Practice Advisor.