Latest Articles

December 18, 2019 

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 

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 

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 

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 

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

December 18, 2019 

Build Your Firm Accounting Website Packages Build Your Firm https://websites.buildyourfirm.com 888-999-9800 x 1 From the 2019 reviews of website building systems for accounting firms. Build Your Firm Accounting Website Packages offers a variety of custom website building solutions for accounting firms of any size. Build Your Firm is scalable, with three website design options and...…

Mary Girsch-Bock

December 18, 2019 

AccountantsWorld Website Relief AccountantsWorld www.accountantsworld.com 888-999-1366 From the 2019 reviews of website building systems for accounting firms. Website Relief from AccountantsWorld is part of their Power Practice System, with all applications designed to integrate seamlessly. Website Relief, like all AccountantsWorld applications is a good fit for small to mid-sized accounting firms, and works best when...…

Mary Girsch-Bock

December 18, 2019 

Web visitors make snap judgements in under 5 seconds, and if your web design comes up wanting, it’s likely that your firm will as well. Remember, for many of your potential clients, their first impression of your firm will be via your website.

Mary Girsch-Bock

December 18, 2019 

It may seem an unorthodox gift during the holidays, but taxpayers who will owe taxes when they file their Form 1040 by April 15 can take a proactive step to lower what that payment will be: By paying some or all of it early.

December 18, 2019 

Be a Better Advisor: Asking Effective Questions. In this session we will address advisory behaviors that can improve your stickiness with clients and ability to market services to both new and existing clients as you move to more of an advisory practice. You will leave this session with the tools you need to have for...…

December 18, 2019 

Be a Better Financial Planning Advisor: Your Opportunity to Help Clients is Here Now. Today’s society faces job instability, potential long-term insolvency of the Social Security system, student loan debts, and a lack of personal financial planning education. These are the people who need your help the most! Join author Gail Perry-Mason, the founder of...…

December 18, 2019 

Be a Better Accounting Advisor: How Future Trends Will Impact the Profession. Think about the trends we can see coming our way: Client Accounting Services, Big Data, Blockchain, RPA, and AI, and more. How are these trends expected to change the way accountants will work in the future, and how they will be implemented? What...…