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
August 23, 2011
Smart investors have long understood the value of rebalancing — bringing their mix of stocks, bonds and other assets back in line on a regular basis. But this article from SmartMoney asks when the markets threaten to throw that mix out of whack on a daily basis, what’s an avowed rebalancer to do? Read full...…
August 9, 2011
Even with all the talk about the productivity-boosting effects of going to the cloud … and SaaS this, and web-based that, technology hardware remains an essential component of any modern business. Yet, while the obvious core components of desktops, laptops, monitors, printers and even phones may immediately come to many people’s minds when they hear…
August 8, 2011
Advisors Can Monitor Clients’ Financial Performance with All-in-One Financial Analysis and Budgeting Software that Integrates With QuickBooks and all Major Accounting Software Packages.
August 2, 2011
I can’t help but preach the message that change is coming in our profession. That is my end goal in every professional thing I do. This type of confabulation may offend you or it may encourage you. But my goal is to take away your comfort as you lead your professional practice into the future.
August 2, 2011
Join Darren Root, John Springfield of CCH, a Wolters Kluwer business, and Mike Johnson of O’Sullivan Creel, LLP, as they explore the concept of Knowledge Capital and the benefits it can have on your client service. >> Register now Register now
August 2, 2011
Join Darren Root and Bob Lewis as they explain how you can develop knowledge that will benefit your clients and add value to their business, create a new add-on revenue stream in your practice, and help your clients stay organized so expenses are complete with digital receipt details at year-end. They will outline how your...…
August 2, 2011
A standard consulting practice rule is that switching software is expensive. Disruptions to procedures occur, retraining is required, and without careful analysis you may force your organization into a product that has less capability or is more difficult to use. We expect clients to switch software as frequently as they switch physicians or religions. The...…
August 1, 2011
If you are like most accountants, email has become one of the primary tools utilized to communicate with clients, internal firm personnel and external resources on business matters. While there are a variety of email systems available, most of the major accounting application vendors have integrated their products with Microsoft Office, which includes Outlook as…
August 1, 2011
This year is shaping up to be a big year for innovation in the world of accounting services and client business processes. I’ve been researching several companies lately, and I’m learning how they view the market, how they build solutions, and what technology approach they believe will win the most customers today and into the...…
July 29, 2011
This is the last column that will be called “The Peachtree Perspective.” Although Sage Peachtree is one of the first names in accounting software (from the perspective of its stature in the industry, as well as its long history), the world has changed since Peachtree was an independent software company that created software to run...…
July 29, 2011
I recently returned from the Sage conference in Washington, D.C., where I spent a great deal of time with thought leaders Ron Baker and Ed Kless. Each of us led sessions focused on improving firm operations. Collectively, Ron, Ed and I helped firms think through the many aspects of running a successful business. For example,...…
July 27, 2011
As technology is increasingly woven into the fabric of business management and operations, it becomes more necessary to evaluate technology utilization and prepare for management an assessment of the threats and opportunities available.