Professional services firm modernizing accounting operations with cloud infrastructure and automation
Kaufman Rossin is a 700+ person accounting and advisory firm built on Excel, QuickBooks, and traditional office tools—but the tech stack reveals an active modernization push. The firm deploys Kubernetes, Terraform, Azure, and React alongside legacy accounting software (CaseWare, Blackline, NetSuite), and is explicitly tackling agentic workflows and AI/ML observability. Heavy hiring in finance and data roles, combined with projects around automation workflow optimization and legacy process modernization, signals a shift toward cloud-native operations and internal tooling maturity.
Notable leadership hires: Chief Information Officer
Kaufman Rossin provides audit, tax, advisory, and forensic services to mid-market and enterprise clients across dozens of countries, with a primary base in Florida. Founded in 1962, the firm has grown to over 700 employees and serves clients through traditional service lines—non-profit audit, hedge fund audit, employee benefit plan audit, business valuation, and forensic accounting. The firm is currently modernizing its internal accounting systems and processes, selecting and implementing new software platforms, and building automation and data pipelines to support both client delivery and internal operations at scale.
Core tools include Excel, Word, QuickBooks, Bill.com, Xero, CaseWare, NetSuite, and Blackline for accounting operations. Infrastructure uses Kubernetes, Azure, AWS EKS, Terraform, and React. Modern tooling includes Domo for analytics, Salesforce for CRM, and n8n for workflow automation.
Active projects include designing and implementing new accounting systems, automation workflow optimization, modernizing legacy processes, agentic workflows, AI/ML observability, and business development programs to support growth. Pain points center on data governance, software selection, and infrastructure reliability.
Other companies in the same industry, closest in size