Latest Articles

September 5, 2014 

  CCH, a Wolters Kluwer business – ProSystem fx Engagement 800-739-9998 CCHGroup.com From the August 2011 Review of Engagement & Trial Balance Systems Best Fit: Firms that are trying to maximize overall engagement efficiency with integration with other CCH and third-party applications. Basic System Functions: CCH ProSystem fx Engagement uses a familiar Microsoft Explorer user...…

Marty McCutchen

September 5, 2014 

The CCH ProSystem fx Trial Balance product is an “after the fact” trial balance and accounting product that allows multiple users to access files. The product is best suited as a tool for client write-up where the bookkeeping is performed in another application, as the product does not include the subsidiary ledgers normally included in...…

Marty McCutchen

September 5, 2014 

Accountants have long had a reputation as being somewhat reclusive, perhaps even seen as professional hermits, because of the nature of many of the traditional services they provided.

September 5, 2014 

800-267-1317 www.caseware.com   2011 Overall Rating 4   Best Firm Fit: Firms that are looking to gain significant efficiencies in their financial reporting (no matter the size of the firm). Strengths User interface & intuitive workflow Strong financial reporting module SmartSync’s fast “real-time” collaboration Potential Limitations: No web hosted version currently available Summary & Pricing...…

Marty McCutchen

September 5, 2014 

Email has been around a long time and has evolved into a mission-critical resource to deliver documents and communicate with clients. It’s the default for most businesses — convenient, easy and mature — and has all but replaced time-consuming faxing and manual delivery of documents. However, while email has been a trusted delivery tool for...…

Eric Pulaski

September 5, 2014 

July 13, 2011 2 p.m. EDT >> REGISTER NOW REGISTER NOW

September 5, 2014 

One of the ways successful firms are continuing to grow during the current economic downturn is by finding new and existing clients with targeted, personalized service. Large firms have used customer relationship management (CRM) and contact management systems for years to manage sales activities, track correspondence, and log contact with current and prospective customers, but…

Brian Tankersley

September 5, 2014 

Nexus... It all comes down to what the definition of "physical presence" means, and Amazon isn't happy with California's explanation.

Isaac M. O'Bannon

September 5, 2014 

I first heard this phrase growing up around a couple of entrepreneurs/accountants — my parents and grandparents. My grandparents always had their own company. Granddad was the salesmen and grandma was the accountant. My parents were the same except Dad was more product visionary than sales and mom was the back office, including accounting. They...…

Rene Lacerte

September 5, 2014 

All of us seem to be exceptionally busy this summer — attending classes, conferences and online sessions in the ongoing pursuit of complying with CPE requirements. Personally, I enjoy each and every event because it offers the opportunity to meet with practitioners and stay apprised of concerns, trends and triumphs. In my travels, one key...…

Darren Root, CPA, CITP, CGMA

September 5, 2014 

Join Executive Editor Darren Root as he shows you how to create success  In just a few short weeks, CPA Practice Advisor Executive Editor, Darren Root, CPA.CITP, will be presenting a full-day workshop in our nation’s capital entitled, “Tomorrow is Today: The Accounting Firm of 2011,” — an in-depth and interactive discussion around value-based pricing...…

Melody Steelman

September 5, 2014 

June 28, 2011 2 p.m. EDT   >> REGISTER NOW REGISTER NOW