August 19, 2025
Online payments designed for CPA firms.Easily accept credit, debit, and ACH payments. Finally, there's a professional online payment solution made just for CPAs, giving you an affordable way to accept credit, debit, and ACH payments in your office or...
March 23, 2020
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
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.
July 25, 2011
888-999-1366 www.accountantsworld.com Practice Relief is a web-based SaaS (software as a service) product, a delivery method at the forefront of a growing trend for many software products. This minimizes or eliminates most installation, upgrade, maintenance and compatibility issues for the user organization. Even better, the staff can record their time and expenses from any location...…
July 22, 2011
6316 characters 877-520-2525 www.imaginetime.com ImagineTime offers several industry-specific practice management suites, including versions for tax and accounting professionals, attorneys, and engineers. Available modules include time and billing, due date management, contact management, staff scheduling and document management. Basic System Functions ImagineTime is developed in Microsoft Access, so users who are familiar with Access applications will...…
July 21, 2011
Practice Management … So Much More Than Time & Billing For years, the profession has thought of practice management as simply time and billing. This is no longer a sufficient definition. True practice management encompasses the flow of all data in a firm—including contact information, scheduling, project due dates, document management, phone messages, and, yes,...…
July 14, 2011
CPA Practice Advisor Executive Editor Darren Root, CPA.CITP, presents a 2011 Innovation Award to Thomson Reuters for the company's Mobile CS app, which allows smart phone users to access key firm data from anywhere. The Awards were announced during a ceremony at the California Accounting & Business Show & Conference in Los Angeles, June 6,…
July 13, 2011
Isaac O'Bannon, Technology Editor for CPA Practice Advisor, and Randy Johnston discuss technology for small and mid-sized tax and accounting practices.
July 13, 2011
How do you make a silk purse out of a sow’s ear? Said another way, how can you transform the tried-and-true firm bio into something more than a ho-hum template piece of writing that resonates with clients and prospects? ** MarketingWorks: an Online Exclusive column ** A Little Back Story Recently, I was asked to...…
July 13, 2011
The next generation of top accounting professionals will bear little resemblance to the male-dominated leadership ranks currently occupying corner offices, according to the recently released 2011 Accounting MOVE Project Executive Report (“2011 Executive Report”). Since over half of today’s accounting grads are women, public accounting firms must rapidly realign professional development programs to reflect the...…
July 13, 2011
800-968-8900 CS.ThomsonReuters.com The Thomson Reuters Trial Balance CS product is a working trial balance accounting product that allows multiple users to access the file. When paired with the Thomson Reuters Engagement CS product, many features are added, including the engagement workflow and binder. The primary limiting feature on this product is that it only allows...…
July 13, 2011
800-567-4500 www.pendock.com Accounting for Practitioners is a one-of-a-kind “after the fact” package used for write-up and trial balance engagements. It is a Microsoft Excel-based product that is essentially an Excel plug-in (2003 and newer versions). The user downloads the software on their individual computer and creates files for each engagement. The files can be saved...…
June 24, 2011
From Finding Their Legs to Finding a Distinct Niche Jennifer Katrulya, CPA, and owner of BMRG admits that there was a harsh learning curve to get her firm where it is today. And where is that exactly? The bright lights of Supa-Successville! Katrulya, like many firm owners, did her time in the world of public…