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.
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February 20, 2020
Concur Expense SAP Concur www.concur.com From the 2020 Reviews of Expense Management Systems. Concur Expense from SAP Concur offers good expense management, along with a variety of integrated solutions for businesses of all sizes. Entirely web-based, Concur Expense offers solid receipt management and expense report creation. Concur also offers a variety of expense-related applications that...…
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February 20, 2020
ExpensAble Insperity 888-409-7440 www.expensable.com From the 2020 Reviews of Expense Management Systems. ExpensAble Expense Management is a travel and expense management application from Insperity. ExpensAble is well suited for small to mid-sized businesses, offering two plans: Express, which is designed for businesses with less than 20 employees that need to file an expense report, and...…
February 20, 2020
Expensify Expensify, Inc. Use.expensify.com From the 2020 Reviews of Expense Management Systems. Expensify is a scalable travel and expense application suitable for small to mid-sized businesses. Completely web-based, Expensify works with both desktop and laptop computers. A mobile app for both iOS and Android smartphones and tablets is also included with all plans. The setup...…
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February 20, 2020
Rydoo (Formerly Xpenditure) www.rydoo.com From the 2020 Reviews of Expense Management Systems. Rydoo was formed by combining three former startup applications (Xpenditure, iAlbatros and Sodexo), into a single, easy-to-use application that merges business expense and travel expense management. Rydoo is available in three plans, making it suitable for small to enterprise level businesses that wish...…
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February 20, 2020
Tallie Expense Report Software www.tallie.com 800-592-5144 From the 2020 Reviews of Expense Management Systems. Tallie is online expense report software that is designed for small to mid-sized businesses that need to manage business expenses. Tallie offers three plans: Basic Accounting, Cash Control, and Cloud ERP, with an option to add additional users available in each...…
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February 20, 2020
Zoho Expense Zoho One www.zoho.com From the 2020 Reviews of Expense Management Systems. Zoho Expense is part of Zoho One, a suite of applications that are designed for small to mid-sized businesses. Zoho Expense offers three plans levels: a Free Plan, which is a great fit for freelancers and sole proprietors; the Premium Plan which...…
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February 19, 2020
Accelo www.accelo.com From the 2020 reviews of CRM systems for accounting firms. Accelo offers a variety of applications designed for numerous niche markets including accounting firms. Completely online, Accelo allows accounting firms to easily manage all of their business operations using a single, unified platform. Not just a CRM, Accelo includes complete database management as...…
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February 19, 2020
Today, many accounting firms have ramped up marketing programs for their firm, including a more prominent social media presence, more aggressive direct mail advertising, and increased email marketing campaigns hoping to drive new business to their firm.
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February 19, 2020
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...…
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February 19, 2020
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...…
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February 19, 2020
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.
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February 19, 2020
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....…
