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
November 16, 2011
Using the E-File Magic 3921 software you can print, mail, and e-File your 3921 forms with ease. You pay only for e-File Services(required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import or manually enter your data into our software program, validate, and transmit your...…
October 6, 2011
We’ve all seen the statistics that point to the incredible brain drain that will occur in the accounting profession over the next decade, and most firms have experienced the loss of a key person that left the firm, taking with them key knowledge or experience that the firm wishes they would have captured. Without a...…
October 6, 2011
Last month, we dove into Daniel Pink’s book, “A Whole New Mind: Why Right-Brainers Will Rule the Future.” We learned how six new senses he identified in his book are changing how the Western world does their work. As a refresher, these six new senses are Design, Story, Symphony, Empathy, Play and Meaning. Employing our...…
October 6, 2011
Now that extensions are behind us, and we are helping clients with tax planning, some of you are beginning to look ahead to the coming year and your own personal and business plans. Although a single article won’t necessarily help you build an entire business plan, a few ideas that are incorporated and well executed…
September 30, 2011
Like many others, before launching her own practice — Lime & Company — Andrea Abel worked for other firms. During this time, she enhanced her practitioner skills while also gaining valuable insight into what it takes to run a successful business.
September 20, 2011
For small businesses looking to raise capital, it’s all about creating a buzz. Whether it’s a start up looking for seed money or a revenue-generating enterprise wanting to expand, potential investors need to get excited about a business before handing over a check. Read this Fox Business Small Business Center article for helpful tips/tricks regarding…
September 13, 2011
Sage Business Intelligence, powered by Alchemex, is a solution that provides drag-and-drop reporting for Sage Peachtree, Sage Simply Accounting, Sage ERP MAS 90, Sage ERP MAS 200, Sage ERP MAS 500, and Sage ERP ACCPAC (This tool was first discussed in the April/May 2011 issue). In the months since its launch, Sage’s strategy for supporting...…
September 9, 2011
Over the last several months, I’ve had the opportunity to get out on the road and attend several tradeshows and conferences for the tax and accounting profession. This has allowed me to talk to a lot of practitioners, and I’ve been hearing the same thing from many of you: The role of tax and accounting…
September 1, 2011
As the regular readers of this column know, I like to reference rock’n’roll from the 70s. This time, as I sit down to write my column about listening to your customers, one of my favorite songs from the Wings comes to mind.
August 31, 2011
In Daniel Pink’s popular book, “A Whole New Mind: Why Right-Brainers Will Rule the Future,” he discusses the seismic shift in thinking and service from the left-brained logical thinkers to the right-brained non-linear holistic thinkers. The first group thinks in order, the latter thinks outside of the box. This book is really an eye-opener and...…
August 30, 2011
Businesses don’t necessarily need visionary leaders like recently retired Apple Inc. Chief Executive Steve Jobs or even deep pockets to be innovative, concludes a Wall Street Journal article this week. Rather, management experts say companies big and small may be able to generate ideas by soliciting input from all levels of an organization and allowing...…
August 25, 2011
With all the talk surrounding portals these days, sometimes we can forget about the importance of real-life, one-on-one face time with our clients. Portals and digital processes have certainly propelled firms in terms of efficiency — there’s no denying the necessity of technology. But in the same breath, I ask you, “Are we losing touch...…