February 26, 2019
5115 characters Fix it or replace it? Every day, we face this question. As business owners and advisors to our clients, we could make an infinite number of things better. The choice is ours. For some, the answer is “intuitive;” and for others, it involves detailed analysis. The risk, of course, is the time and...…
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
July 13, 2011
Randy Johnston and Isaac O'Bannon speak about tech issues small and mid-sized accounting practices should have top-of-mind (June 14, 2011).
July 13, 2011
From the AICPA Tech+/PCPS Convention, June 14, 2011.
July 13, 2011
Discussing Concur's travel and expense management system at AICPA Tech+/PCPS.
July 13, 2011
800-968-8900 CS.ThomsonReuters.com The Thomson Reuters Trial Balance CS product is a working trial balance accounting product that allows multiple users to access the file. When paired with the Thomson Reuters Engagement CS product, many features are added, including the engagement workflow and binder. The primary limiting feature on this product is that it only allows...…
July 13, 2011
800-567-4500 www.pendock.com Accounting for Practitioners is a one-of-a-kind “after the fact” package used for write-up and trial balance engagements. It is a Microsoft Excel-based product that is essentially an Excel plug-in (2003 and newer versions). The user downloads the software on their individual computer and creates files for each engagement. The files can be saved...…
July 12, 2011
Accounting or Computer skills are not required You enter Cash-In, Cash-Out, and Budget (optional) à ezBooks4U does the rest. One Key data entry of repetitive Cash-In, Cash-Out transactions Write checks, notes, letters to Vendors and Payees View, print and email any of the 20 different reports/searches Management your investment portfolio(s) and see the performance of each investment One time fee $25 only
July 12, 2011
A small business accounting software used by entrepreneurs of in a variety of small businesses. They include retailers, wholesalers, manufacturers and a range of small business entrepreneurs that provide services. Some have a large facility and others just a small office or a home office (SOHO). Their common goal is to use a simple financial software...…
June 24, 2011
From Finding Their Legs to Finding a Distinct Niche Jennifer Katrulya, CPA, and owner of BMRG admits that there was a harsh learning curve to get her firm where it is today. And where is that exactly? The bright lights of Supa-Successville! Katrulya, like many firm owners, did her time in the world of public…
June 24, 2011
One of the things that is hard to get across in tough times is that a well-timed investment in the right tool for a tough job makes all the difference between struggling and thriving. During the summers in college, I always had jobs that involved getting very dirty using my hands and tools to get...…
June 6, 2011
CPA Practice Advisor Presents 8th Annual Awards in Los Angeles LOS ANGELES – June 6, 2011 – Accountants, tax professionals and their clients are increasingly turning to the cloud and SaaS-based technologies, and this year’s Tax & Accounting Technology Innovation Awards highlighted many new workflow tools, programs and devices that aid in professional and business...…
June 6, 2011
I think it’s fair to say that just about every accounting and tax practice in the country has given consideration to deploying a client portal in recent years. In fact, current estimates are that the number of firms that have a client portal in place is somewhere in the range of 20% to 40%.
June 6, 2011
Imagine an accounting practice where you rarely met your clients, didn’t market to the local business community or belong to chambers of commerce … and don’t even have a sign on the office. You worked pretty much when you wanted to and tried to focus on anything but tax returns. This is probably nearly impossible...…