Latest Articles

November 26, 2012 

Intuit – Tax Research for Lacerte & ProSeries 800-200-7599lacerte.intuit.com/products/tax-researchproseries.intuit.com/products/tax-research From the Dec. 2012 review of tax research systems. BEST FIT: Tax firms that currently use Intuit’s Lacerte and/or ProSeries tax solutions. STRENGTHS: No additional fees for multiple users Uses Google’s Search Engine Access to Intuit’s online forum for Lacerte and ProSeries users Direct integration with...…

November 26, 2012 

Thomson Reuters – Checkpoint 800-950-1216checkpoint.thomsonretuers.com From the Dec. 2012 review of tax research systems. BEST FIT: Tax and accounting professionals looking for a consistent tax and accounting research solution STRENGTHS: User-specific customization Comprehensive search function Synchronization between mobile and full versions of the site POTENTIAL LIMITATIONS: Numerous search options may be burdensome for new or...…

November 26, 2012 

Heidi Blodgett didn’t get a nursing degree so that she could run the business and process payroll for a medical practice, but that’s where her life, career and family took her. Since she and her dermatologist husband Tom opened Blodgett Dermatology in Gallipolis, Ohio, more and more of Heidi’s time has been spent doing business…

Isaac M. O'Bannon

November 26, 2012 

Every business owner knows that flexibility is a requirement for success. Being able to adapt to changing customer needs, vendor issues and work schedules is a part of the job requirement, whether the business is a shoe store, a restaurant or an accounting firm.

Isaac M. O'Bannon

November 26, 2012 

There is a good lesson here for small firms. It’s been my experience that many firms are challenged in the areas of hiring the right people and applying the appropriate level of leadership to allow staff to expand business. Instead, many small firm owners build their business around their individual skill set and then wonder…

Darren Root, CPA, CITP, CGMA

November 26, 2012 

Judging from the media coverage, technology hardly existed at all in 2012. Instead, the nation sat enthralled, week after week, by billions of dollars in political ads, four debates and nearly-endless campaign speeches.

Dave McClure

November 26, 2012 

CPA firms, as well as their small business clients headed by those of the “baby boomer” generation, may feel the urgency for an in-house succession plan to be certain their firm or business is headed in the right direction-to build business value and secure a future for themselves as well as their key employees.

November 26, 2012 

Few colleges make it a curricular priority to actually include the review and test preparation process needed to pass examination and obtain licensure as a CPA.

November 26, 2012 

Firms who recently saw a loss of clients are now looking to shore up and consider building again, not only building bigger firms, but building more successful ones.

November 26, 2012 

Day 29 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.

Isaac M. O'Bannon

November 26, 2012 

More than 35 million Americans hit stores and websites on Thursday. Sales hit $59 billion.

Isaac M. O'Bannon

November 25, 2012 

Day 30 (counting down): Isaac continues his countdown series of gadget gift ideas that will last through the 2012 holidays.

Isaac M. O'Bannon