Latest Articles

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November 13, 2015 

2015 Review of Cloudvara Cloud Hosting

Cloudvara is truly a custom hosting service, offering a number of application options for accounting firms and other businesses looking to have accounting, tax, and other business applications hosted. The product is ideally suited for smaller ...

Mary Girsch-Bock

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November 13, 2015 

A Simple Approach to Training

While you certainly have to take into account learning styles, I would like to share a simple training approach that I learned from my partner, Dustin Hostetler. It is a proven process that has been used successfully by our clients and in a variety of ...

Jim Boomer

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November 13, 2015 

2015 Review of Cloud9 Real Time

Cloud9 is a good fit for both accounting firms as well as other business industries, including law firms, and general businesses that wish to expand internal capacity without the need to add expensive internal IT support and hardware.

Mary Girsch-Bock

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November 13, 2015 

BDO Acquires California Accounting Firm CEA, LLP

BDO will maintain both its existing San Diego office in La Jolla and the previous CEA office in Carlsbad. Lee Duran, Assurance Managing Partner for BDO’s existing San Diego office, will maintain that role in the combined San Diego practice and Mark ...

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November 13, 2015 

Ryan Tax Firm Acquires TransAmerican Asset Servicing Group

A key strategic component in the transaction is TransAmerican’s proven proprietary workflow technology system for efficient management of the entire lifecycle for identifying lost holders and reuniting them with their property.

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November 12, 2015 

2015 Review of CCH Axcess Portal

CCH Axcess Portal offers bi-directional file exchange, making it easy to send and receive a variety of file types. Clients can be provided with easy access to vital documents such as tax returns, financial statements, and other related documents and ...

Mary Girsch-Bock

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November 12, 2015 

2015 Review of AccountantsWorld Client Portals

AccountantsWorld Client Portals are a central part of AccountantsWorld’s suite of web-based solutions for accounting professionals, allowing firm staff and clients to interact and share files and data. The portals, included with Power Practice, Cloud ...

Mary Girsch-Bock