Technology February 9, 2026
Botkeeper is Closing Its Doors
In a statement posted on the Botkeeper website over the weekend, Enrico Palmerino wrote that the automated bookkeeping platform he founded in 2015 is shutting down.
October 29, 2012
2012 Write-Up Review of QuickBooks Accountant 2013
Intuit, Inc. – QuickBooks Accountant 2013800-267-8379www.accountant.intuit.com From the Nov. 2012 Review of Client Write-Up Systems. Best Fit: Firms of most sizes with clients using QuickBooks and who provide general write-up and reconciliation, along with other professional services. Strengths: Newly streamlined navigation and interface New batch and pasting of thousands of transactions Reporting options include PDF,...…
October 29, 2012
2012 Review of CYMA 13: Financial Management System
CYMA Systems, Inc. – CYMA 13: Financial Management System800-292-2962www.cyma.com From the Nov. 2012 Review of Client Write-Up Systems. Best Fit: Professional firms offering write-up and reconciliation services to mid-sized and larger business clients, including consolidated entities and those with multiple locations or subsidiaries. The system can also be used in-house by such businesses. Strengths Extensive...…
October 29, 2012
Thoughts on Building Your Business…From Someone Who’s Been Through It
I’ve spent the last 30 years running my accounting firm. During many of the early years, I worked as a technician, performing a lot of the day-to-day work myself. When I took over the position of Executive Editor for the CPA Practice Advisor and simultaneously launched the consulting arm of my firm, I knew I…
October 29, 2012
How the Cloud is Affecting Client Write-Up
How the Cloud is Affecting Client Write-Up It would be hard to miss the major shift that small businesses have made toward cloud accounting over the past few years. Although there have been totally web-based accounting and business management systems since about 1998-1999, when NetSuite and Intacct debuted, these solutions were primarily focused on mid-sized...…
October 29, 2012
Meeting the Special Accounting Needs of Non-Profits
Nonprofit organizations, perhaps more than any other business structure, must keep a close rein on their finances, including revenue streams, such as donations or annual appeal funds.
October 29, 2012
Do Your Backup Strategies Involve the Cloud?
As more and more firms assess whether the cloud is the right strategy for them, one of the first areas that is often looked at is backup.
October 29, 2012
Plan for Marketing Success
Marketing requires planning. The jump-in-head-first approach rarely works because it does not make room for thoughtful up-front preparation. A little concentrated focus and adequate planning of any marketing initiative will save you the frustration associated with a poor response rate.
October 29, 2012
In the Eye of the Storm: New Jersey CPA Gets Ready for Hurricane Sandy
Ron Zarin’s home and practice, www.Zarincpa.com, are in Pennsville, New Jersey, which is the direct target of the brewing “megastorm” that meteorologists predict will be combining with a cold front and a low pressure system to cause significant problems on the Northeast coast, from Virginia to Maine.
October 29, 2012
The Born Entrepreneur – How Andrew Poulos Built His Dream
Andrew Poulos has never had a regular office job... Fortunately, technology and the rest of the professional world caught up with his
October 29, 2012
IRS to offer webinar about Registered Tax Return Preparer test
The Internal Revenue Service’s next IRS Live webinar, “Get Prepared: A to Z Details on the Registered Tax Return Preparer Test” is Wednesday, Oct. 31, at 2 p.m. Eastern Time.
October 29, 2012
Office Tools Professional 2009
2565 characters 888-667-8440 www.officetoolspro.com Office Tools Pro (OTP) distinguishes itself in this market by offering an integrated solution that includes document storage, contact management, time tracking, billing, project tracking and more. Core Functionality OTP is designed as an all-in-one solution, providing direct integration with the applications listed above, and they are all accessible from a...…
October 29, 2012
Partnering for Success: How a Property Manager Saved Time and Money
What does a property management company do when the technology they use to manage their property is causing them more headaches than it’s relieving? This is what Lynn Charles faced in 2008 as the general manager of 160-unit apartment property in Northeast Philadelphia.