Introduction and executive summary
Robert St. Pierre is the owner and CEO of a small CPA firm based in Stilwell, Oklahoma. The team includes two CPAs, several staff members, and one candidate preparing for CPA certification.
The firm has been operating for over 25 years, primarily serving non-profit organizations and small governments with audits. The firm also has a tax practice for personal, business, and 990 preparation. Currently, the firm performs about 80 audits per year. Robert emphasizes the importance of technology adoption to improve efficiency. The small firm is particularly interested in tools that deliver efficiency and accuracy while reducing manual review time.
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