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
January 10, 2012
One of our readers emailed me today asking how they could easily (and I assume inexpensively) start accepting credit cards from their clients. This is also a good thing to know for when your small business clients want to accept credit/debit cards from their customers. The good news is, there are several options that are...…
January 10, 2012
Here’s an idea for a franchise-based business I came up with, initially as a bit of a joke, but then I thought it had some real potential: Retirement community call centers. Not to be confused with nursing homes, retirement communities are often filled with younger and more active seniors, many of whom have uprooted from...…
January 7, 2012
Combined, the firms will rank in top 15 firms in U.S with more than 41 offices, 2,300 staff, 70,000 clients and annual revenues over $314 million.
January 3, 2012
Survey by Oklahoma Society shows most CPAs in that state see recovery on the near horizon.
December 27, 2011
Taxpayers can get the most out of various recovery tax benefits and get a jump on preparing their 2011 federal income tax returns by consulting a newly revised comprehensive tax guide now available on IRS.gov.
December 20, 2011
Tax-exempt organizations with January and February filing due dates will have until March 30, 2012, to file their annual returns, the Internal Revenue Service has announced announced.
December 13, 2011
Franchises continue to be a strong vertical, and some new areas are booming even in the rough economy.
December 13, 2011
A bill introduced in the U.S. Congress on Tuesday is designed to increase business lending by small banks and financial entities.
December 2, 2011
800-739-9998 www.cchgroup.com/portal 2012 Overall Rating 4.75 Best Fit Firms wanting secure client file sharing functions with integration into other CCH programs, along with file versioning and automated retention and expiration capabilities. Strengths Can be used on all major browsers and platforms Strong security customization File versioning for online edits to shared documents Customizable...…
December 2, 2011
866-674-6785 www.SmartVault.com 2012 Overall Rating 4.75 Best Fit Professional firms and also businesses wanting a web-based document management system that includes client portals and integrations with common small business applications. Strengths Integrated Toolbar for QuickBooks Customizable firm and client-side branding Familiar expandable folder structure User-by-user access right customization Automated synching to desktop or...…
December 2, 2011
800-968-8900 www.cs.thomson.com 2012 Overall Rating 5 Best Fit Firms using other programs in the Thomson Reuters CS Professional Suite, particularly those using the document management and tax programs. Strengths Customizable firm branding and integration of login on firm website Two-way firm/client sharing and collaboration Broad integration with programs in CS Professional Suite Ability to...…
