Modern and Flexible IT Solution to Support Family-Owned Accounting Firm Case Study: CWP Management, IncModern and Flexible IT Solution to Support Family-Owned Accounting Firm 02 The Client: CWP Management, Inc A compliance family oce based in Chicago, IL Supports 31 family members across three generations in 10 households Provides accounting and book-keeping services for 66 entities Uses Excel, Lacerte Tax, QuickBooks, and Quicken Four full-time employees03 Modern and Flexible IT Solution to Support Family-Owned Accounting Firm Early in 2014, Eileen Friestad, the president of CWP Management, Inc., a family oce based in Chicago, Illinois, was mulling over the decision to move her organization’s IT into the cloud. CWP’s IT infrastructure was almost five years old, and virtuall

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