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.
February 17, 2017
2017 Review of Xero – Cash Management
Xero is designed for small business owners and offers complete accounting functionality for its users. Xero offers three product versions; Starter, Standard, and Premium, with each version containing more robust functionality. Deployed online, each ...
February 17, 2017
2017 Review of Wave Accounting – Cash Management
Wave is designed for the self-employed, freelancer, or very small business owner. Wave is currently available at no charge, though there is a fee for payroll functionality as well as the ability to accept credit cards. WAVE offers real double-entry ...
February 17, 2017
2017 Review of Sage 50c Accounting – Cash Management
Sage 50c Accounting is the tried and true accounting solution of Sage 50, yet it offers hybrid desktop/cloud accounting features that allow users to work from anywhere, leveraging SageOne and Sage Drive. Ideal for small businesses, Sage 50c enables ...
February 17, 2017
Quick Tips for Surviving Cash Shortfalls
Got Cash? Here are a few quick strategies to jump start cash flow when the going gets tough.
February 17, 2017
2017 Review of QuickBooks Online – Cash Management
QuickBooks Online is the cloud-based version of the ever-popular QuickBooks. Well suited for small business owners, as well as nonprofit organizations, QuickBooks Online offers complete accounting functionality in its three versions, though they are ...
February 17, 2017
2017 Review of Kashoo – Cash Management
Kashoo is cloud accounting software that is well designed and aimed at the small business owner. Cloud based, Kashoo also offers both iOS and Android apps, and can be used on any device. Pricing is simple, with a single monthly cost for all users.
February 17, 2017
Bank Reconciliations At a Glance and Tips for Success
One of the biggest challenges of reconciling a bank account, particularly one with lots of transactions, is combating the “blur.” As you compare the many numbers and columns on your statement to the reconciliation window, it won’t take much for your ...
February 17, 2017
2017 Review of Intacct – Cash Management
Intacct is a cloud-based accounting software product that offers a variety of core financial modules which include AR, AP, GL, Order Management, and a solid Cash Management module. Intacct also offers a variety of add-on modules that can boost cash ...
February 17, 2017
2017 Review of FreshBooks – Cash Management
FreshBooks cash management features are fairly generic, with a basic cash forecasting report available that allows users to track their current billing and expenses, as well as get a handle on current and expected revenues. All transactions entered in ...
February 17, 2017
2017 Review of Acumatica Financial Suite – Cash Management
Acumatica Cloud ERP is a robust accounting system that contains excellent cash management solutions for businesses of all sizes, though the scope of the product makes it a good solution for larger organizations. Acumatica offers industry specific ...
February 17, 2017
2017 Review of AccountantsWorld Accounting Power – Cash Management
Accounting Power, part of Accountants World Suite of products designed specifically for accountants is a comprehensive accounting product designed for accounting firms that offer accounting services directly to clients. Accounting Power offers a ...
February 17, 2017
Cash Management: Internal Controls Checklist
Per the U.S. Chamber of Commerce, about 75% of employees are stealing from their employer. Research has shown that the most common item stolen was cash, with the average amount stolen amounting to $20,000. Here is a checklist of internal controls your ...