March 23, 2020
Doc.It provides document management, workflow, document storage and web portal products that help accounting firms efficiently gather, process, store and deliver documents. Doc.It solutions improve data security, enhance client services and consolidate
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
March 23, 2020
Doc.It provides document management, workflow, document storage and web portal products that help accounting firms efficiently gather, process, store and deliver documents. Doc.It solutions improve data security, enhance client services and consolidate
February 26, 2019
As I write this column, spring is upon us. And almost in sync with signs the economy is starting to improve, the blossoms are opening up. This season of rebirth is a signal to start revving your engines to take advantage of both these positive events. We can’t offer much help on the green thumb...…
February 26, 2019
5851 characters One of the topics in this issue is innovation, and one thing I have learned about innovation is that it is easier and more successful when you are embracing change. Either you are affected by change or you can effect change. Every day, we have a choice, and my suggestion is to...…
February 26, 2019
7373 I have spent a lot of time looking at dashboards lately. See, I’ve been test driving new cars to see what might replace my 10-year old van now that carpool days are behind me. Car makers give us dashboards in a variety of colors and layouts, and each seems to have one or two...…
February 26, 2019
RootWorks … Super-charged! RootWorks launched in 2008 with a primary focus on providing small accounting firms with a single, expert source for technology, best practices, and branding and communications support. Within the last year, we have super-charged RootWorks by recalibrating our service model to offer broad membership options. Depending on the membership level, our customers...…
February 26, 2019
8110 characters In columns last month (July 2010), Executive Editor Darren Root, CPA.CITP, and I wrote about Apple’s new iPad (Darren’s July column is available at www.cpata.com/go/2841; my July column is at www.cpata.com/go/2843). Darren has long been a proponent of Apple technologies as reliable, quality products, while I’ve long been an Apple critic, pointing out...…
February 26, 2019
16,640 characters For a number of reasons, achieving the perfect balance between implementing or improving technology, and finding success in all areas related to staffing for that technology, is rare. Vendors and users can, and certainly do, work together for long-term results. However, one too many variables, combined with somewhat disparate agendas between the firms...…
February 26, 2019
7709 Completing those projects you promised yourself you would complete before the end of 2010 should be high on the list of most accountants toward the end of the year. Thanksgiving and Christmas seem to take over many companies in November and December, so accountants planning ahead should realize that October is the last full...…
February 26, 2019
Another busy season is chalked up in the history books, and it is time for firms to evaluate opportunities to improve their firm processes while they have the luxury of the slower extension season to make sure they get things implemented right. To help firms get a jump on deciding specifically which technologies they should...…
February 26, 2019
3136 characters Before making any move, it’s important to purge an out-of-date perception. Time and billing is NOT practice management. Long gone are the days of thinking a time and billing application can be applied to broad firm management. Time and billing is still very important within firms, but it is better thought of as...…
February 26, 2019
7511 characters Many professional accounting practices have developed client specialties, especially in common vertical markets such as construction, agriculture, hospitality, retail, technology and medical practices. Becoming familiar and an expert with the specific accounting and regulatory needs of a particular type of client adds great value to the practice, because it offers a powerful edge...…
February 26, 2019
6998 characters Fran Distributing Company saw the economic downturn strike home in the fall of 2009: Cash reserve hit near bottom, reports continued to show orders were down and CEO Fran Rodgers got a letter from the bank stating that it was reducing their credit line by half. It was always a point of pride...…