Isaac M. O'Bannon

December 1, 2011 

The Possibilities of Portals

Isaac M. O'Bannon

December 1, 2011 

800-716-2558 ext. 100 www.cPaperless.com   2012 Overall Rating 4.25 Best Fit Professional firms seeking a stand-alone system that will make it easy for their clients to send files to them, as well as securely share returns and other documents with their clients. Strengths Simple for clients and firms to use Strong security customization options Customizable...…

Isaac M. O'Bannon

November 30, 2011 

AccuCode, Inc. (www.AccuCode.com) has announced the start of its new referral-based program for the software developer’s AO: Rapid Inventory system, which is the only cloud-based inventory management program for QuickBooks that includes options for fully-integrated RFID and barcode scanning. Designed as an add-on to enhance inventory capabilities for businesses using QuickBooks Pro, Premier or Enterprise,...…

Isaac M. O'Bannon

November 23, 2011 

We’ve covered the issue of disaster preparation and business continuity several times over the years, especially after Hurricane Katrina. Accounting is a technology-driven profession, so we’ve generally approached the topic of preparation by focusing on subjects such as remote backup and using web-based systems to allow a firm to keep working even if disaster strikes....…

Isaac M. O'Bannon

November 22, 2011 

Tax and accounting professionals who start their own firms from scratch face benefits and significant challenges. On the pro side, they have the opportunity to build the firm as they wish, from internal practices to staffing and management styles. Of course, there can be significant startup costs, and the firm starts with a client roster…

Isaac M. O'Bannon

November 22, 2011 

Since we started the Readers’ Choice Awards in 2006, they’ve become a popular way for many of our readers to voice their admiration and respect for certain companies that make technologies for tax and accounting professionals.

Isaac M. O'Bannon

November 21, 2011 

Part 2 of Isaac's Annual Holiday Gift Guide. In our annual December Gift Guide, I wrote about a couple of dozen cool-to-quirky gadgets for business and personal use. There are always many more that I don’t get the chance to cover, whether because of space or time or other factors, so I’ve decided to share…

Isaac M. O'Bannon

November 18, 2011 

I know a lot of professionals who are frequently mobile, whether it’s accountants like Jason Blumer, CPA, who prefer to sit in a coffee shop all day, those who are audit experts like Tim Gavin, CPA, and are more likely at a client’s than their own office, or those like Joyce Washington, CPA, who work...…

Isaac M. O'Bannon

November 17, 2011 

8399 Jason Blumer knows that some people think he’s a little different than the typical accountant, or at least the stereotype of an almost middle-aged one. Those “some people” include the tax manager at his practice, his staff and some of his clients… even his wife. Maybe it’s the crazy eye glasses. Perhaps the jeans...…

Isaac M. O'Bannon

November 14, 2011 

Easy, yet powerful professional program automates payroll runs, compliance reporting and payments.

Isaac M. O'Bannon

November 14, 2011 

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 

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