Latest Articles

bizautomation_10271532

September 5, 2014 

Biz Automation

Biz Automation 888-249-1670 www.bizautomation.com   From the June 2011 Review of SaaS Accounting Systems for Small Business BizAutomation is a comprehensive business management suite comprised of fully featured multi-business accounting, sales, distribution and inventory modules. It was designed and built to be an online system and offers strong ecommerce and partner management portals. Multi-layer project...…

Isaac M. O'Bannon

2017 Acumatica Logo FullColor RGB 5939d06cd6ab8

September 5, 2014 

Acumatica

888-228-8300 www.acumatica.com ERP & CRM for Growing Businesses Some businesses have greater needs than most off-the-shelf software can solve, regardless of their exact size or classification as a small or mid-sized business. The cloud-based solutions from Acumatica offer these enterprises sophisticated core financial, distribution and customer management capabilities. The product features a combined ERP and...…

Isaac M. O'Bannon

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September 5, 2014 

Intacct Corporation — Intacct Online

Intacct Corporation — Intacct Online 877-968-0600 www.intacct.com   Best Fit: Entities that have outgrown off-the-shelf programs, require greater integration, subscription-revenue accounting. Ideal for service-based businesses, hospitality industry and technology providers. Also ideal for accounting practices that want to run the system in-house and offer access to clients through portals as a solution provider. Strengths: Exceptional...…

Isaac M. O'Bannon

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September 5, 2014 

CCH, a Wolters Kluwer business — ProSystem fx Document SaaS

800-739-9998 CCHGroup.com   2011 Overall Rating 5   Best Firm Fit: One of the advantages of a SaaS distribution model is that it is less expensive to deploy for smaller organizations because the infrastructure is outsourced and provided through an affordable shared services model. Therefore, ProSystem fx Document SaaS can be deployed in nearly any...…

John Higgins

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September 5, 2014 

Fine-Tuning Your DMS & Workflow Processes:

There’s no question that tablets are poised to change the DMS landscape with their portability and use benefits. Certainly, they have created a deeper level of interest in the areas of workflow, portals, and document management and exchange, with practitioners trying to figure out how they can best utilize these tools in the mobile world...…

Melody Steelman

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September 5, 2014 

AMS 2011 Who’s Who

Company Overview Originally founded as Edmond Software, Advanced Micro Solutions has been working in the tax software business since 1985. AMS started as a small two-man software shop and has since grown into a nationally respected software company.   Products → W-2/1099 Forms Filer: The core of the 1099-Etc program. It allows a user to...…

bigezlogo_10259315

September 5, 2014 

How Helping Your Clients Can Help Your Firm

Public accountants wear many hats, ranging from tax professional for individuals and business or nonprofit entities, to bookkeeper, payroll service provider, strategic business consultant and financial advisor, virtual CFO, and even the sleuth role of an auditor. At the same time, you’re a small business owner and employer, too, which means you face many of...…

Isaac M. O'Bannon

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September 5, 2014 

The Mindset of a Leader

Lou Fuoco, Fuoco Group, Certified Public Accountants and Business Advisors The Fuoco Group isn’t your average tax and accounting firm. On one hand, you have the quirky and out-of-the-accounting-box “shall we dance” marketing theme, and on the other you have a collective expertise that spans a broad accounting repertoire. But what really differentiates the firm...…

Kristy Short, Ed.D.

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September 5, 2014 

Apps Abound for Accounting Pros & Small Businesses

We live in a mobile and always-on world, and where the smartphone by itself was once lauded (or blamed) for our incredible connectivity, that honor now belongs to the app. An abbreviation for the word application that was used almost only by developers and computer techs just a couple of years ago, the term is...…

Isaac M. O'Bannon

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September 5, 2014 

Tell Your Clients You’re a Rock Star

Marketing is all about making a name for your business, and making a name requires telling a great story. You may have the most progressive and unique firm in the world, but that won’t do you a bit of good if you don’t know how to convey that to prospects and clients.

Kristy Short, Ed.D.

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September 5, 2014 

Work/Life Balance in a Mobile World

Ah, the good old days. Back in the ’70s, tax season meant being in the office by 7:00 a.m., a 12-hour work day, then home to see the family. Add nine hours on Saturday and a few on Sunday afternoon, and it toted up to a respectable 70+ hour work week. And then, along came...…

Gregory L. LaFollette

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September 5, 2014 

How the iPhone Is Changing Your Job

Whether you use an iPhone or not, you cannot escape the impact it is having on the accounting profession. While the iPhone is slick, it’s not the user interface that has been the catalyst. Rather, it is the App Store. And that, in combination with SaaS applications designed for accountants, has and will change your...…

Rene Lacerte