Mary Girsch-Bock

Contributing Writer

Mary Girsch-Bock is a graduate of the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary has been a featured regular contributor to CPA Practice Advisor since 2002, and she has also been published in The Motley Fool, The Blueprint, and Property Manager.com.  She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.

February 19, 2020 

2020 Review of ResultsCRM

ResultsCRM Abacus Next www.abacusnext.com/software/CRM/results From the 2020 reviews of CRM systems for accounting firms. Designed for small businesses and accounting firms that use QuickBooks Desktop or QuickBooks Online applications, ResultsCRM offers complete bi-directional CRM capability between the application and QuickBooks Online, QuickBooks Desktop, and Microsoft Outlook, eliminating the need to enter data twice. ResultsCRM is...…

Mary Girsch-Bock

February 19, 2020 

2020 Review of Insightly CRM

Insightly CRM www.insightly.com From the 2020 reviews of CRM systems for accounting firms. Insightly CRM from Insightly offers complete CRM capability designed for both product sales as well as service businesses. Insightly CRM is an online application that offers easy navigation. A mobile app is also available for both iOS and Android devices, offering features...…

Mary Girsch-Bock

February 19, 2020 

CRM Utilities

While you may not be interested in implementing a complete CRM application in your firm right now, here are a couple of options to consider if you wish to get a better handle on managing your current clients.

Mary Girsch-Bock

February 19, 2020 

2020 Review of Zoho CRM

Zoho CRM www.zoho.com From the 2020 reviews of CRM systems for accounting firms. Zoho CRM is a solid online CRM application well designed for businesses of all kinds, including accounting firms, although it is better suited for businesses that sell products. Zoho CRM offers four plan levels, with a basic plan available at no cost....…

Mary Girsch-Bock

February 17, 2020 

2020 Reviews of Expense Management Systems

Expense Management has always been important, but in recent years, the surge in company travel has found more businesses scrambling to find a way to continue sending their employees where they need to be, but doing so in more cost-effective manner.

Mary Girsch-Bock

December 18, 2019 

2019 Review of CCH Site Builder

CCH Site Builder Wolters Kluwer www.cchwebsites.com 800-739-9998 From the 2019 reviews of website building systems for accounting firms. CCH® Site Builder from Wolters Kluwer is well-suited for small to mid-sized accounting firms that ideally use other Wolters Kluwer applications; however, the program can also be used as a standalone website building tool.  Designed for user...…

Mary Girsch-Bock

December 18, 2019 

2019 Review of CountingWorks Pro Websites

CountingWorks Pro ClientWhys 800-442-2477 www.CountingWorksPro.com From the 2019 reviews of website building systems for accounting firms. Previously available as ClientWhys, CountingWorks Pro offers a variety of marketing tools designed for tax and accounting firms of all sizes. Along with custom website creation, CountingWorks Pro offers application users a variety of options for their custom created...…

Mary Girsch-Bock

December 18, 2019 

2019 Review of Web Builder CS

Web Builder CS Thomson Reuters https://cs.thomsonreuters.com/web-builder 800-968-8900 From the 2019 reviews of website building systems for accounting firms. Web Builder CS from Thomson Reuters is a good fit for accounting firms of any size that use other Thomson Reuters applications, though it can be used as a stand-alone application if desired.  Web Builder CS is...…

Mary Girsch-Bock

December 18, 2019 

2019 Review of Integer Accoutning & Tax Websites

Integer Tenenz www.getinteger.com From the 2019 reviews of website building systems for accounting firms. Integer from Tenenz offers good website design options for small to mid-sized accounting firms. The company’s emphasis on marketing can also be a handy resource for firms looking for marketing assistance. Integer currently offers four plans: Essentials, Marketing Starter, Marketing Pro,...…

Mary Girsch-Bock

December 18, 2019 

2019 Review of CPAsites

CPAsites www.CPAsites.com 866-452-9101 From the 2019 reviews of website building systems for accounting firms. CPAsites offers custom website design and setup. A good fit for accounting firms of any size, CPAsites offers four subscription levels: Platinum, Gold, Silver, and Bronze, making it affordable for just about any firm.  All CPAsites websites are created from scratch....…

Mary Girsch-Bock

December 18, 2019 

2019 Review of GetNetSet Websites

GetNetSet Websites for Accounting Firms GetNetSet LC www.getnetset.com 1-877-207-4646 From the 2019 reviews of website building systems for accounting firms. GetNetSet is well suited for small to mid-sized accounting firms looking for a custom website at a reasonable price. GetNetSet is scalable, with three plans available, and all plans offer custom web design, unlimited website...…

Mary Girsch-Bock

December 18, 2019 

2019 Review of CPA Site Solutions

CPA Site Solutions www.cpasitesolutions.com 800-896-4500 From the 2019 reviews of website building systems for accounting firms. CPA Site Solutions offers website design specifically for accounting firms, and is well suited for firms of any size. CPA Site Solutions is a scalable application, with four plans available, with each plan offering a variety of features and...…

Mary Girsch-Bock

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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