Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
March 13, 2015
2015 Review of Keystroke Advanced POS
Designed for retailers, distributors, and other businesses with specialized needs, Keystroke Advanced POS offers comprehensive point of sale functionality, inventory management and other features well suited to larger retailers or those with multiple ...
March 13, 2015
2015 Review of Cougar Mountain Denali Point-of-Sale
Cougar Mountain Software continues to provide software solutions for small to mid-sized businesses. The Denali Point of Sale product offers specialty retailers of any size a fully integrated front/back office solution.
March 13, 2015
2015 Review of Celerant Command Retail Point-of-Sale
Command Retail, from Celerant Technology Corporation is comprehensive Point of Sale/Retail Management software. Ideally suited to larger retailers with more complex needs, this product is well suited to larger retailers with more technical needs.
March 13, 2015
2015 Review of Zoho CRM
Zoho is a great solution for organizations that are serious about establishing a comprehensive process for tracking and managing all contact / client communications. The scope of features available with Zoho exceeds the needs of most organizations. Ideall
March 13, 2015
2015 Overview of AccuPOS Point-of-Sale Software
AccuPOS is a stand-alone point of sale product optimally designed for the retail and restaurant industry. Designed to integrate with QuickBooks financial products, as well as all Sage accounting software products, AccuPOS offers numerous bundles of point
March 13, 2015
2015 Review of Results CRM
Results CRM can fit very well in virtually any small business or accounting practice. If your organization uses QuickBooks, the integration is very deep and can really enhance your ability to maintain a good grip on all of your client or customer activity
March 13, 2015
2015 Review of Office Tools Professional
Office Tools Pro (OTP) is not just a CRM system; it is also a practice management, workflow and client portal solution. The nature of the OTP offering makes it a real good fit for firms ranging from sole practitioners to 50 user sites. OTP offers a ...
March 13, 2015
2015 Review of Microsoft Outlook 365
Office 365 is a good fit for virtually any accounting or tax practice, regardless of size. Even if you already have a comprehensive practice management system, you will probably want to have this application in place. Most of our readers already ...
Technology March 13, 2015
Understanding Your Firm’s Brand
Of all the assets your business owns, your brand is one of the most valuable and the most elusive. Without a strong brand identity, your firm is like a wallflower at the prom, sitting in the margins without a story or a voice to tell it.
March 13, 2015
2015 Review of CCH iFirm – Small Firm Manager
iFirm is actually a cloud-based practice management system for small firms. So it goes well beyond the typical scope of CRM. iFirm is a project / engagement centric application that can be used to manage a client engagement from beginning to end. iFirm fi
March 13, 2015
Promising Accounting Technology from CES
Many consultants to the profession attend the annual Consumer Electronic Show (CES) to look for the latest gadget and gizmo for themselves and their clients. The 2015 version of the show did not have sufficient reporting on useful business tools for ...
March 13, 2015
How to Respond to IRS Tax Notices
Tax notices may be sent for many reasons and are almost inevitable. Perhaps there was an error in filing, or your client was missing some documents. Maybe there was an issue on the IRS’ side. Whatever the case, it should be handled quickly and with care.