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Investing in technology is crucial for small- and medium-sized practices’ future success. But many firms face the challenge of high-cost, high-level investment in order to keep pace. Samantha Mansfield, Director, Professional Development & Community at CPA.com, shares her insights on how sole practitioners and small practices can manage the investment. 

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Samantha Mansfield

Director of Professional Development & Community, CPA.com

Samantha Mansfield is the director of professional development & community at CPA.com. She has been in the tax and accounting technology industry since 2000 and during that time, she has consulted with firms of all sizes and spoken on workflow and web services implementations. In addition, she has trained on the use of technology as well as assisted firms in finding the right solutions for their needs. Over the last decade she has incorporated these insights to develop and deliver educational summits and workshops to help firms accelerate their growth.