April 12, 2015
Technology is at the core of professional accounting firms, and for more than 25 years, this publication has covered the evolution of not on the technology, but also the dramatic changes in workflow processes and productivity.
November 18, 2014
September 5, 2014
December 9, 2013
December 4, 2013
April 5, 2012
The success of your firm depends on so many factors, but none are more important than your dedication to your clients and your professional knowledge. Almost everything else is logistics and workflow: How you get your work done; How you provide finished products for your clients; How you collaborate with staff and clients; and How...…
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.
January 27, 2011
Awards Honor Technologies That Helps Tax & Accounting Pros
July 26, 2010
Our Contractor Essentials software solution is a Windows based system that is available under both lease and purchase options, and you can pick and choose the modules that best fit your needs. Easy to expand and grow with your company. Our support, programming and training are all offered through staff (in person, or via phone,...…
June 30, 2010
Montgomery Investment Technology, Inc. (MITI) specializes in financial modeling research, software application development, custom programming, derivatives training seminars and valuation consulting. MITI offers a comprehensive library of financial functions in the award winning software package FinTools®. The Excel Add-In version of the library is packaged as FinTools® XL, and offers the flexibility of calculating option,…
May 25, 2010
ValuAdder Business Valuation Software for professional advisors, business owners and buyers.
February 17, 2010
Professional valuation report builder. Create SSVS and USPAP compliant business appraisal reports.
February 17, 2010
A web-based Equity Compensation portfolio analysis and tracking platform that enables financial advisors to attract and serve executives by facilitating timely and informed decisions. With a minimum amount of time and effort, StockOpter.com creates personalized reports, runs “what-ifs” and automatically monitors decision criteria.
February 17, 2010
Designed for the small to medium sized business, PlanGuru gives you multi-year capabilities and sophisticated budgeting and forecasting methods all without having to create or maintain formulas. PlanGuru’s simple, intuitive interface and integration with QuickBooks and Excel makes implementation and utilization simple for businesses of all sizes and shapes. Plus you get cash flow analysis,...…