Chapter 9

The Cloud

Using a Cloud-based IT Infrastructure to Enhance Profitability

J. D. Bruce, MS, CPA, PFS

President, Abacus Wealth Partners

Understanding Cloud Computing

To help you understand cloud computing, I intend to explain to you how I transitioned a national registered investment advisor (RIA) firm with multiple offices from a situation that could be described as an IT disaster to a happy and content 100 percent server-free existence. My firm, Abacus Wealth Partners, will serve as a case study illustrating the pitfalls and silver linings of living the cloud lifestyle.

I do practice what I preach. This entire chapter was written in the cloud, end-to-end. The original invitation came via Gmail. I wrote the outline using MindMeister, ...

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