Firm Management November 4, 2026
How Small CPA Firms Can Create Polished Marketing on a Budget
For small accounting firms, marketing often becomes the thing that gets squeezed between client work and deadlines.
March 21, 2017
2017 Review of FreshBooks – Accounts Receivable Functions
FreshBooks is a cloud-based accounting application designed for freelancers and very small businesses. The product centers on time and billing, with other features such as project tracking available as well. FreshBooks also offers a mobile app that ...
March 21, 2017
2017 Review of AccountantsWorld Accounting Power – Accounts Receivable Functions
The AccountantsWorld dashboard offers an easy way for users to access all of their clients from a single user interface. Once a client has been chosen, the screen will update with all of the accounting options available for that client, including ...
March 21, 2017
2017 Review of Xero – Accounts Receivable Functions
Xero is well suited for small business owners, and offers the flexibility of three different versions; Starter, Standard, and Premium. Xero offers complete accounting functionality with all versions of the application, which is deployed exclusively ...
March 21, 2017
Key Questions HR Leaders Need to Address Now
More than 400 HR leaders recently descended on Denver to attend the Mile High SHRM Conference, where leading practitioners and speakers shared inspirational stories on human resources. As a speaker at the event, I led a discussion on “HR’s Changing Role” and shared insights into current and emerging issues in human capital management, employment trends,...…
March 21, 2017
Tax and Payroll Legislation Updates for 2017
Forms 1094 and 1095 will most likely survive for at least this year, so make sure to keep tracking. The Cadillac tax will probably go away later this year, and it is possible that the employer mandate could go away this year, as well (not yet confirmed).
March 21, 2017
Most Business Execs Support Repeal of Affordable Care Act
Most business executives want to see the Affordable Care Act repealed, a survey of CEOs, chief financial officers and other senior-level CPAs by the American Institute of CPAs found. But they also expect their company’s health care expenses to rise ...
March 21, 2017
2017 Review of Sage 50c Accounting – Invoicing Functions
Sage 50c www.sage.com From the March 2017 review of Invoice Management systems. Sage 50c Accounting from Sage Software combines features of a desktop and cloud accounting software system, providing easy accessibility and the ability to install the product on local computer desktops. Sage 50c is also scalable, available in three versions that can work well...…
March 21, 2017
2017 Review of Xero – Invoicing Functions
The sales dashboard in Xero offers invoice details, including the number of draft invoices entered into the system, as well as those awaiting payment. Users can opt to set up online payment for their customers or accept payment via cash, check or ...
March 21, 2017
2017 Review of Acumatica – Invoicing Functions
Acumatica Cloud ERP is designed for companies that have more complex financial requirements. The product is also well suited for growing businesses, and can be used on PC’s, Macs, tablets or smart phones. Acumatica offers a comprehensive core of ...
March 21, 2017
2017 Review of Kashoo – Invoicing Functions
Invoicing an item in Kashoo is easy, with invoice entry completed from the Invoices page. Users would choose the customer(s) to invoice, and then complete the rest of the fields. Users have the option to set up default accounts and payments terms for ...
March 21, 2017
BizXpenseTracker
March 21, 2017
Sooner IS Better for AR and Invoicing!
I’ve promoted value billing and hotel billing as worthwhile approaches to increasing revenue by getting paid what your advice is worth and missing less billable time. Several pundits have jumped on the value billing band wagon and are promoting this ...