Business Management

 Doc.It Suite

March 23, 2020 

Doc.It Suite

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

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September 5, 2014 

Rule #1: Cash is King

I first heard this phrase growing up around a couple of entrepreneurs/accountants — my parents and grandparents. My grandparents always had their own company. Granddad was the salesmen and grandma was the accountant. My parents were the same except Dad was more product visionary than sales and mom was the back office, including accounting. They...…

Rene Lacerte

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September 5, 2014 

How to Become a Firm of the Future

Join Executive Editor Darren Root as he shows you how to create success  In just a few short weeks, CPA Practice Advisor Executive Editor, Darren Root, CPA.CITP, will be presenting a full-day workshop in our nation’s capital entitled, “Tomorrow is Today: The Accounting Firm of 2011,” — an in-depth and interactive discussion around value-based pricing...…

Melody Steelman

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September 5, 2014 

Innovation Awards Announced in Los Angeles

Technologies focused on enhancing the productivity and workflow of public tax and accounting professionals will be honored on Monday, June 6, at a special event during the California Accounting and Business Show & Conference in Los Angeles.

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September 5, 2014 

5 Reasons Not to Block Social Media in the Workplace

The dilemma regarding Internet usage by employees during work hours has long been one of discussion by business owners, human resources professionals, IT professionals and staff. During the late 1990s, the concern was largely that of distrust over the new technology and countless dramatized stories about employers using their computers to access pornography, gambling and…

Isaac M. O'Bannon

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September 5, 2014 

Building for Success by Finding the Right Partners

There are as many tips for building a successful practice as there are successful firms, but what they all share are strategies that have led to successful partnerships with outside technology and service providers. In the 21st Century, these technologies and services are more than simple tools or aides, they are integral components of business...…

Isaac M. O'Bannon

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September 5, 2014 

Peachtree 2012: New Tools You Should Know About

One of the problems with getting the average user to adopt new technology is an unnatural fear that they will somehow make a mistake and cause a cataclysmic event that destroys Western civilization as we know it. Although that’s probably a slight exaggeration of the fears that prevent them from trying new features and functions,...…

Brian Tankersley

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September 5, 2014 

How Helping Your Clients Can Help Your Firm

Public accountants wear many hats, ranging from tax professional for individuals and business or nonprofit entities, to bookkeeper, payroll service provider, strategic business consultant and financial advisor, virtual CFO, and even the sleuth role of an auditor. At the same time, you’re a small business owner and employer, too, which means you face many of...…

Isaac M. O'Bannon

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September 5, 2014 

The Mindset of a Leader

Lou Fuoco, Fuoco Group, Certified Public Accountants and Business Advisors The Fuoco Group isn’t your average tax and accounting firm. On one hand, you have the quirky and out-of-the-accounting-box “shall we dance” marketing theme, and on the other you have a collective expertise that spans a broad accounting repertoire. But what really differentiates the firm...…

Kristy Short, Ed.D.

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September 5, 2014 

Apps Abound for Accounting Pros & Small Businesses

We live in a mobile and always-on world, and where the smartphone by itself was once lauded (or blamed) for our incredible connectivity, that honor now belongs to the app. An abbreviation for the word application that was used almost only by developers and computer techs just a couple of years ago, the term is...…

Isaac M. O'Bannon

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September 5, 2014 

Tell Your Clients You’re a Rock Star

Marketing is all about making a name for your business, and making a name requires telling a great story. You may have the most progressive and unique firm in the world, but that won’t do you a bit of good if you don’t know how to convey that to prospects and clients.

Kristy Short, Ed.D.

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September 5, 2014 

Work/Life Balance in a Mobile World

Ah, the good old days. Back in the ’70s, tax season meant being in the office by 7:00 a.m., a 12-hour work day, then home to see the family. Add nine hours on Saturday and a few on Sunday afternoon, and it toted up to a respectable 70+ hour work week. And then, along came...…

Gregory L. LaFollette

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September 5, 2014 

How the iPhone Is Changing Your Job

Whether you use an iPhone or not, you cannot escape the impact it is having on the accounting profession. While the iPhone is slick, it’s not the user interface that has been the catalyst. Rather, it is the App Store. And that, in combination with SaaS applications designed for accountants, has and will change your...…

Rene Lacerte