October 2012

November 1, 2012 

RedGear Technologies — TaxWorks Tax Planner800-230-2322www.taxworks.com From the October 2012 review of professional tax planning systems. Best Fit: Small tax-focused practices using TaxWorks who want an integrated tax estimation and scenario testing tool that can help clients prepare for potential liability changes. Strengths:• User friendly interface• Adjustable inflation projections• Affordable price-point• Direct integration with TaxWorks...…

Isaac M. O'Bannon

October 5, 2012 

Public accounting firms are seeing how radical advancements in mobile technology have created a new way of working, and forward-thinking, savvy decision makers at accounting practices are using this to further their business by making their workforce more engaged.

October 1, 2012 

The goal of many accounting firms is to be as efficient as possible when dealing with clients and their associated paperwork and an EDMS can help a firm streamline the document flow throughout the office.

Jim True

September 27, 2012 

Apart from the shock of how fast time goes by, I’m also amazed at how far my firm has come and the changes in the profession as a whole.

Darren Root, CPA, CITP, CGMA

September 27, 2012 

Great PracticesRichard Buller CPA Services, LLC Resilience and a stick-to-it attitude allow one firm to rise above the chaos to achieve streamlined, melodic success Richard Buller, CPA and owner of Richard Buller CPA Services, LLC, referred to the early years of firm ownership as “the crazy days.” After purchasing a firm in 2007, Buller had...…

Kristy Short, Ed.D.

September 27, 2012 

The leadership in firms across the country is aging, and most are concerned with where the next wave of leaders will come from.

Jim Boomer

September 27, 2012 

Most accounting software has long since moved to the Cloud, giving up the every-other-year upgrade cycle and the quarterly updates that used to be the mainstay of the industry.

Dave McClure

September 27, 2012 

A Top Technology Initiative Article. If you reflect on your progress in using software, you’ll find that you have become more collaborative year after year.

Randy Johnston

September 27, 2012 

Everyone has heard the old Benjamin Franklin quote about the only certain things in life being death and taxes. The certainty of taxes, however, is far more subject than the first.

Isaac M. O'Bannon

September 27, 2012 

There are few accounting professionals that have had the opportunity to serve in multiple roles and gain insight from several unique vantage points over the course of their career. Greg LaFollette is one of the few.

Darren Root, CPA, CITP, CGMA

September 27, 2012 

This month’s applications are tools which help you save time and access desktop applications from your mobile device. While these apps might not seem like deserve to be called “revolutionary”, almost all of the technology leaders I work with use mobile apps like these to perform tasks which previously needed human interaction or required the...…

Brian Tankersley

September 27, 2012 

Thomson Reuters — Planner CS800-968-8900 cs.thomsonreuters.com From the October 2012 review of professional tax planning systems. Best Fit: Although it can be used as a stand-alone program, Planner CS provides the greatest benefit to users of UltraTax CS and other programs in the Thomson Reuters CS Professional Suite due to tight integration with tax preparation,...…

Isaac M. O'Bannon