April 17, 2015
ProSeries provides a comprehensive professional compliance system at an economical price. ProSeries software efficiently guides users through the common steps of tax preparation of collecting and importing data to electronically filing returns accurately.
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Tags: Software
Risk Management April 1, 2026 Sponsored
Your mid-market clients are approving invoices over email, buying without purchase orders, and closing books manually every month. These aren’t just inefficiencies — they’re audit risks, and most CPAs only discover them after the damage is done.
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Many accounting firms lose thousands of dollars each year due to outdated payment systems and inefficient accounts receivable processes. Merchant fees, manual collections, and limited billing automation can quietly reduce margins while increasing administrative workload.
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Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, general accounting and technology consulting. He is active within the CPA profession and is a frequent speaker at seminars and conferences throughout Oklahoma. Steven was recently added as a discussion leader for K2 Enterprises where he speaks to CPAs throughout the nation covering a variety of technology topics. Steven is currently a contributing author to the CPA Practice Advisor, where he reviews tax and accounting software solutions. Most recently, Steven was selected as a 2012 Oklahoma Society of CPAs Trailblazer recipient, which recognizes service to the CPA profession and to the community.