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

November 14, 2011 

Crest Payroll Announces New Features to Make Professional Accountants Smile

I say Crest, you think toothpaste. But as an accounting professional, there’s another Crest you might want to check out. Crest Payroll, offered by New Jersey-based Paramount Software , received one of our highest scores in our most recent review of payroll systems for professionals. The completely web-based system doesn’t nickle and dime firms, but...…

Isaac M. O'Bannon

November 7, 2011 

Two of the Top 25 Thought Leaders in the Accounting Profession Join Forces to Strengthen the Small Business Community

More cool news from the Sleeter Conference, as The Sleeter Group and Mentor Plus are teaming up to offer a business-to-business mentoring program. It’s designed to help small business consultants and accountants learn how to effectively become a mentor to their clients. Pleasanton, CA – Two of the accounting profession’s most respected thought leaders, Doug...…

Isaac M. O'Bannon

November 4, 2011 

Her Head in the Cloud

How a Tech-Savvy Accountant Waited for Technology to Catch Up to Her Vision. Some of the greatest ideas are imagined years before they can be accomplished. In 2002, a young professional accountant had the idea of providing virtual accounting services to clients.

Isaac M. O'Bannon

November 3, 2011 

Red Moon Solutions LLC – Fixed Assets Manager

800-224-1260 www.redmoonsolutions.com    2011 Overall Rating 4.75 Best Fit In-house by organizations with extensive asset management needs, including multi-location and multi-departmental entities, or by accounting firms providing services to such clients. Strengths Exceptional reporting Integration with ERPs & with Vertex for corporate compliance Broad customization options Multi-entity consolidation functions Extensive calculations Installed & hosted options...…

Isaac M. O'Bannon

November 3, 2011 

Wasp Barcode Technologies – MobileAsset

214-547-4100 www.waspbarcode.com    2011 Overall Rating 4 Best Fit Businesses needing to track mobile assets, such as tools, equipment and vehicles, including scheduling and check-in/out features. Strengths Excellent location tracking capabilities Built-in barcode scanning support Intuitive interface Potential Limitations Limited to a single book per asset No compliance reporting for FASB 109, Sec. 179, IRS...…

Isaac M. O'Bannon

November 3, 2011 

Pro-Ware, LLC — Asset Keeper

402-861-8800 www.ProWare-CPA.com    2011 Overall Rating 4.5 Best Fit Asset Keeper is best geared toward public practices managing medium to large dynamic asset bases for multiple clients with multi-tiered organizational structures, and who have need for mass asset edit/acquisition/disposal capabilities. Strengths Designed specifically for public accountants Excellent reporting & output options Strong asset life features,...…

Isaac M. O'Bannon

November 3, 2011 

Intuit — ProSeries Fixed Asset Manager

800-934-1040 http://proseries.intuit.com/products/fam    2011 Overall Rating 4.25   Best Fit Professionals using the ProSeries tax compliance system, whose clients have increasing asset bases and moderately complex depreciation strategies and needs. The program can also be used as a stand-alone with the tax package. Strengths Direct integration with the ProSeries compliance system Intuitive interface & navigation...…

Isaac M. O'Bannon

November 3, 2011 

BNA Software – BNA Fixed Assets DesktopPro

800-424-2938 www.bnasoftware.com    2011 Overall Rating 5   Best Fit Professional firms managing multiple clients with varying asset bases and depreciation needs. It’s also a good fit for large enterprises or government entities with complex asset management needs. Strengths Global/group/departmental edit capabilities Wizards for asset life management/mass actions Multi-entity consolidations Strong customization options Potential Limitations...…

Isaac M. O'Bannon

November 2, 2011 

How to Make Payroll Insanely Profitable

Payroll used to be tedious, and then several national companies came in and, for the most part, most professionals were fine with that. Their clients were getting “good enough” service through the service providers, without the hassle for the firm. But with advances in technology over the past couple of years, payroll is something you...…

Isaac M. O'Bannon

November 2, 2011 

CCH Small Firm Services — Fixed Asset Manager for TaxWise & ATX

800-681-1750; www.taxwise.com 800-681-1752; www.atxinc.com   2011 Overall Rating 4.25   Best Fit Small to medium sized firms that are looking for an easy-to-use asset management system that provides flexible reporting for clients with evolving asset management needs, including multi-departmental and geographical locations. Strengths Easy to use Supports all common depreciation methods Customizable reporting, including output...…

Isaac M. O'Bannon

November 2, 2011 

Sage Software — FAS 100

800-368-2405 www.sagefas.com   2011 Overall Rating 4.75   Best Fit Mid-sized or larger organizations, or professional firms managing the assets of such entities, who have increasingly complex asset depreciation needs and departmental management requirements. Strengths Excellent customization & assistive features Global edit capabilities Support for all asset types & disposal needs Strong reporting options &...…

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