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
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...…
September 5, 2014
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...…
September 5, 2014
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...…
September 5, 2014
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...…
September 5, 2014
Biz Automation 888-249-1670 www.bizautomation.com From the June 2011 Review of SaaS Accounting Systems for Small Business BizAutomation is a comprehensive business management suite comprised of fully featured multi-business accounting, sales, distribution and inventory modules. It was designed and built to be an online system and offers strong ecommerce and partner management portals. Multi-layer project...…
September 5, 2014
888-228-8300 www.acumatica.com ERP & CRM for Growing Businesses Some businesses have greater needs than most off-the-shelf software can solve, regardless of their exact size or classification as a small or mid-sized business. The cloud-based solutions from Acumatica offer these enterprises sophisticated core financial, distribution and customer management capabilities. The product features a combined ERP and...…
September 5, 2014
Intacct Corporation — Intacct Online 877-968-0600 www.intacct.com Best Fit: Entities that have outgrown off-the-shelf programs, require greater integration, subscription-revenue accounting. Ideal for service-based businesses, hospitality industry and technology providers. Also ideal for accounting practices that want to run the system in-house and offer access to clients through portals as a solution provider. Strengths: Exceptional...…
September 5, 2014
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...…
September 5, 2014
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...…
September 5, 2014
2011 Overall Rating 3.75 650-952-1773 www.orangedoorinc.com Product Delivery Methods: _____ On-Premises __x__ SaaS _____ Hosted by Vendor Best Firm Fit: Small practice with less complex clients, primarily 1040-focused, who need mobility or remote access, and ability to quickly ramp up/down the number of users Strengths: Fully web-based Client portals/collaboration tools Instant ramp-up/down...…
September 5, 2014
2011 Overall Rating 4.5 800-890-9500 www.DrakeSoftware.com Best Firm Fit: 1040-focused practices looking to broaden their services with integrated write-up and tax planning options, as well as retail environments with multiple locations. Strengths: – Exceptional live support – Affordable all-inclusive pricing includes all entities, states, e-filing, plus tax planning, document management & write-up with ATF...…
September 5, 2014
2011 Overall Rating 3.5 888-236-9501 accountant.intuit.com Product Delivery Methods: _____ On-Premises __x__ SaaS _____ Hosted by Vendor Best Fit: Small practices with generally less complex clients, primarily 1040-focused who need mobility Strengths: Web-based No IT headaches Inexpensive Instant ramp-up/down Any number of users On-demand use PC & Mac friendly Potential Limitations: Lack...…
