February 26, 2019
It is the nature of my work that I spend virtually all of the business day online, and usually a few more hours when I’m not at work. So it’s probably not surprising that while researching the latest accounting and business technologies, taking note of tax law changes, and collaborating with tax and accounting professionals,...…
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
April 4, 2012
The iPad is an invaluable business tool if properly used. The first step is to realize it is not a replacement for your laptop or desktop computer...
April 3, 2012
A look at several key ways your iPad can increase your productivity away from the office.
March 29, 2012
Intuit – QuickBooks Onlinewww.QuickBooksOnline.Intuit.com800-286-6800 From the May 2012 review of SaaS Small Business Accounting Systems. Strengths: Friendly user interface and simple navigation Automated deposit and credit card account data imports from most banks No contracts or long-term commitments. Product supports most major internet browsers. Potential Limitations: Limited inventory and project/job costing functionality Does not support...…
March 29, 2012
Intacct – Intacct Corporationwww.intacct.com877-437-7765 Strengths: Has a strong ecosystem of third party solutions to meet most industry requirements. Customizable dashboards are very impressive, and provide an alternative to standard reports. Full integration between customer relationship management and payroll Supports any number of users, with strong user access control tools Relationship with AICPA/CPA2Biz has yielded integrations...…
March 29, 2012
Online accounting products are a small but rapidly growing segment of business management tools. Real-time collaboration between client and accountant, as well as better importing tools have made these solutions a compelling alternative to traditional, locally-installed applications. We have noticed a large number of new offerings in this space over the last couple of years,...…
March 28, 2012
Intuit — Intuit Tax Onlineproadvisor.intuit.com/product/intuit-tax-online866-676-9674 Strengths Web-based, anytime access No IT management or updating required Pay-Per-Return pricing, no startup costs Instant ramp-up/down with any number of users PC and Mac friendly Mobile app for checking status, client information, securely emailing returns From the makers of Lacerte and ProSeries Potential Limitations Lacks integration with accounting programs...…
March 27, 2012
The FAA is re-thinking its rules barring electronic devices during taxi, takeoff and landing.
March 22, 2012
The benefits of email are a two edged sword as they can both improve a firm's effectiveness with enhanced collaboration, and can cause great embarrassment and financial loss in cases of litigation.
March 22, 2012
As I evaluate the previous tax season, I honestly feel that it was one of the best ever for my firm—despite a few curve balls like the IRS allowing brokerage firms to delay delivery of 1099’s for nearly a month (talk about workload compression).
March 19, 2012
A very challenging demographic for many practitioners is the “micro business.”
March 19, 2012
Visibility + Credibility + Reassurance = New & Repeat Business
March 19, 2012
Email remains one of the best marketing channels for educating and influencing prospects — and eventually turning them into long-term clients.