Isaac M. O'Bannon

Managing Editor

Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy veteran. Email: isaac.obannon - @ - cpapracticeadvisor.com

September 5, 2014 

BNA Software – BNA Sales & Use Tax Rates and Forms

800-424-2938 www.BNAsoftware.com      2011 Overall Rating 4.5   Best Fit: Mid-sized and larger businesses with growing SALT compliance complexity, and firms managing compliance for multiple entities. Also businesses wanting comprehensive tax tables for export into their live sales and accounting systems. Strengths: Very easy-to-use Comprehensive: All U.S. jurisdictions PDF, Excel, XML, CSV, Text output...…

Isaac M. O'Bannon

September 5, 2014 

TrustFile, an Avalara Company — TrustFile Sales & Use Tax

877-222-0187 www.TrustFile.com   2011 Overall Rating 4   Best Fit: Businesses wishing to e-file their sales and use tax reports for multiple location businesses in one or more of the 12 supported states, and those who wish to electronically pay these liabilities. Strengths: Simple navigation & function E-filing to each of the supported states PDF...…

Isaac M. O'Bannon

September 5, 2014 

SpeedTax — SpeedTax Core, Plus & Pro

888-349-2441 www.SpeedTax.com      2011 Overall Rating 4.75   Best Fit: Businesses with increasingly complex sales tax management and reporting needs across multiple jurisdictions that are looking to integrate real-time sales tax rates and calculations into the business’ sales platforms. Strengths: Integrated, real-time rates & calculations Multi-user review/sign-off processes E-mail due date & workflow reminders...…

Isaac M. O'Bannon

September 5, 2014 

CPA Practice Advisor Turns 20

From DOS and Windows 3.1, from the end of service bureaus and the emergence of the internet, and now into the full-blown SaaS and Mobile Revolution, CPA Practice Advisor celebrates 20 years serving tax and accounting professionals. Here’s a look back at where we were and how we’ve grown alongside the technology changes in the…

Isaac M. O'Bannon

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

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

September 5, 2014 

NetSuite Inc.

877-Net-Suite www.netsuite.com NetSuite was one of the first online accounting systems for small and mid-sized business, debuting in 1998, and since then evolving into a comprehensive enterprise management system. The core components of NetSuite include fully integrated accounting, CRP, ERP and ecommerce capabilities, with strong modules for sales, finance, shipping, logistics and fulfillment. The NetSuite...…

Isaac M. O'Bannon

September 5, 2014 

LessAccounting

866-936-5377 www.LessAccounting.com For Some Clients, Less is More Effective In the last few years, a new market has been taking shape for web-based small business accounting systems that are geared toward users with simpler business needs. The programs, often centered on invoice tracking and management, take direct aim at the traditional do-everything bookkeeping systems as...…

Isaac M. O'Bannon

September 5, 2014 

Intuit — QuickBooks Online

800-286-6800 www.quickbooksonline.com   Best Fit: Small businesses with only a few employees, primarily service-based or those with simple product/inventory needs. Strengths: Friendly user interface & intuitive navigation Integrated live bank account data Audit trail Built-in payroll option No contracts Includes accountant log-in Runs on Mac or PC with any browser Potential Limitations: Limited inventory functions...…

Isaac M. O'Bannon

September 5, 2014 

Cabinet NG, Inc. — CNG-SAFE

800-621-6501 www.cabinetng.com  2011 Overall Rating 4.75   Best Firm Fit: CNG will fit in many different types of businesses, including, but not limited to, accounting and tax firms, as well as many of their clients. CNG is priced on a per-user model that allows organizations to increase or decrease the number of licensed users to...…

Isaac M. O'Bannon

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Contributors

Amy Vetter

Amy Vetter

CPA, CITP, CGMA

Becky Livingston

Becky Livingston

Accounting & AI Marketing Consultant

Brian Tankersley

Brian Tankersley

CPA, CITP, CGMA

Garrett Wagner

Garrett Wagner

CPA, CITP, CEO and Founder of C3 Evolution Group

Jim Boomer (WB)

Jim Boomer

CPA, CITP, CEO

Ken Berry, JD

Ken Berry, JD

CPA Practice Advisor Tax Correspondent

Kristy Short, Ed.D.

Kristy Short, Ed.D.

Accounting Content Specialist

Mary Girsch-Bock

Mary Girsch-Bock

Contributing Writer

Kepczyk 2019 5c6da0647d129

Roman Kepczyk

CPA, CITP, CGMA

Steve Saah

Steve Saah

Executive Director, Robert Half