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The SS&C Difference...

We go beyond tax planning, filling out forms and auditing. You benefit from the fact that we are small enough to offer highly personalized service, but large enough to offer unmatched versatility and technical proficiency.

 

As one of the first firms in the US to become employee owned, we have a uniquely vested interest in providing you with remarkable service. We are located in the heartland of America but we serve clients nationwide.

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Secure Client Portal Login

Using the same secure technology as online banking, portals enable you to instantly access our services directly from our website. You simply log in to your personalized client portal using a secure ID and password. It really is just that easy!

 

 

 

Audit and Assurance Services

Summers, Spencer & Company, P. A. serves clients in the insurance, banking, employee benefits, construction, non-profit, service and manufacturing industries.

SS&C Solutions, Inc.

Our strong employee/owner culture is the key to the success of our firm. Each employee/owner has a personal stake in the future of the firm and of the clients that we serve. We are successful because our clients are successful.

SS&C "U" Enrichment Series

We are dedicated to making it as easy as possible for you. We believe strong organizations shape their businesses and their goals with education, insight, and information. That’s why we provide our clients with information to keep them informed and competitive.

SS&C Latest News...

06 Jul

2016

Many of today’s businesses have taken to outsourcing various IT functions. The goal of doing so is usually to save money. But rushing into such an arrangement could mean losing money on the project itself while diminishing employee morale and even compromising your reputation. Here are a few best practices to follow to help ensure the dollars make sense.

 

Ask the users

Elicit feedback from your staff and let them help you refine your approach to outsourcing. Ask for candid feedback about whether your company’s technology is really meeting their needs.

Also try to gather “lessons learned” from other businesses that have outsourced. How did outsourcing help them? What went wrong? To find such companies, ask your professional advisors or contact a relevant trade association.

 

Weigh benefits vs. risks

Look at your in-house capabilities and rank your ability to deliver every service your users require. If you’re coming up short on some of them, maybe an outside vendor could do a better job — and, in doing so, help your employees do their jobs better.

But consider risks as well. Generally, you should outsource innovation-based work only to accommodate peak demands or when you absolutely lack expertise. And even then, ensure knowledge transfer and retain control over vital tasks such as program management and client contact.

 

Be committed and disciplined

If you decide to go forward with IT outsourcing, develop a plan that includes objectives such as:

• An aggressive, integrated pilot program,

• Strategically selected offshore locations,

• Multiple supplier bids to ensure better competition and lower risks,

• Performance-measuring metrics, and

• A communications strategy to keep everyone involved informed and motivated.

Remember, it’s not enough to budget for only the monetary expense of IT outsourcing. You’ve got to plan to manage the relationship as well.

 

Manage it wisely

In many industries, outsourcing has become a competitive necessity. But that doesn’t mean you can’t manage it wisely from a financial perspective. Please contact us for help assessing and executing your next IT outsourcing arrangement.

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23 Jun

2016

Businesses fail for many reasons — dysfunctional management, insufficient working capital, insurmountable competition. Why they succeed, on the other hand, is often easily explained. Regardless of size and sector, most healthy companies share the following three characteristics when it comes to their financials:  Read >

13 Jun

2016

Now that the kids are out of school, summer day camp is rapidly approaching for many families. If yours is among them, did you know that sending your child to day camp might make you eligible for a tax credit?  Read >