April 24, 2012
Firm ProfileArsement, Redd & Morella, LLC – Lafayette, LAwww.cpa-arm.com Contact – John R. Redd, III, CPA, CVA, Partner The firm operates out of a single office with 6 partners and 32 additional staff members. They are a traditional firm servicing small businesses by providing a “controllership by the hour” approach. A cornerstone of their original...…
April 24, 2012
April 24, 2012
April 24, 2012
April 5, 2012
April 5, 2012
April 24, 2012
Firm ProfileArsement, Redd & Morella, LLC – Lafayette, LAwww.cpa-arm.com Contact – John R. Redd, III, CPA, CVA, Partner The firm operates out of a single office with 6 partners and 32 additional staff members. They are a traditional firm servicing small businesses by providing a “controllership by the hour” approach. A cornerstone of their original...…
April 24, 2012
Firm Profile:Wilson Morgan LLP – Irvine, CAwww.wilsonmorgancpas.com Contact – Mark Solone, Tax Manager Wilson Morgan is a traditional CPA firm offering a mix of assurance and tax services. The firm has 11 partners and a total staff of 45 working in a single office location. They are in their sixth year of using GoFileRoom. Other...…
April 24, 2012
Case Study Firm Profile University Foundations – University of South Carolina, Columbia, SCwww.sc.edu/foundations Contacts – Susan Smith, CPA and Kim Elliott, CPA This organization is a nonprofit foundation providing accounting and financial services support to the entire university. There are currently seven active users of Treeno with plans to expand to the...…
April 24, 2012
Firm ProfileWiss & Company, LLPwww.wiss.com Contact – Don Logan, IT Director Click here for the May 2012 Review of iChannel. The firm has four offices in the New York / New Jersey market with 33 partners and an additional 167 staff. Primary client services include tax, audit, business valuation and litigation support. The core software...…
April 5, 2012
NetDocuments – NetDocuments 2012866-638-2627www.netdocuments.com Best Firm Fit: NetDocuments will work best in firms that have offer niche services beyond traditional audit and tax services because of the lack of pre-built integration with tax and accounting applications. NetDocuments’ primary market focus is law firms and financial advisory firms. The system offers a great deal of flexibility...…
April 5, 2012
In real estate, one of the main mantras is, “location, location, location.” With remote technologies allowing greater communication between accounting professionals and their clients, the physical location is gradually becoming less important, at least for some practice models.
April 5, 2012
The success of your firm depends on so many factors, but none are more important than your dedication to your clients and your professional knowledge. Almost everything else is logistics and workflow: How you get your work done; How you provide finished products for your clients; How you collaborate with staff and clients; and How...…
April 4, 2012
Treeno Software, Inc. – Treeno Document Management 4.0 800-528-5005 www.treenosoftware.com Best Firm Fit Treeno is a good fit for small to mid-size firms that don’t want to deal with all of the technology issues and capital investments by leveraging the SaaS option. If your practice uses software from a variety of vendors, then the...…
April 4, 2012
Doc.It, Inc. – Doc.It Suite 3.4 888-693-6248 www.doc-it.com Best Firm Fit Doc.It has identified firms with twenty to a few hundred staff. However, they are looking forward to focusing on firms in the five to fifteen category. Due to the modular design of Doc.It , the system can be effectively deployed over a...…
April 4, 2012
Conarc, Inc. – iChannel by Conarc 770-849-0508 x116 www.conarc.com Best Firm Fit: The value of iChannel increases with the size of the firm as a result of all of the functionality that enables it to be used across the entire enterprise. The system is designed to be deployed in many different types of industries,...…
April 4, 2012
Xero, Inc. www.Xero.com 800-411-9376 Best Fit: Xero is best suited for small companies who need cloud-based collaboration with banking integration and support for multiple currencies. The rules-based transaction classification engine is a possible game changer for entry level accounting software. Strengths: Bank integration with Yodlee supports many, but not all deposit and credit...…
April 4, 2012
Even with the increase of electronic payments, checking account fraud is on the rise. Perhaps it’s due to people struggling in a down economy or “moral decay,” but more likely it’s because the latest computers and printers make it is easy to duplicate checks that appear acceptable to cash at a bank or retail establishment....…