Latest Articles

einstein1_10831633

December 18, 2012 

Doing Less May be More

From the January 2013 issue. The demands from clients, team members, and all of those around us continue to increase. In the name of great client service we often try to expand services to cover these demands, but is that the right strategy? Because technology has been a great enabler, we have been able to...…

Randy Johnston

 2013 Review of Intuit Tax Import for Lacerte and ProSeries

December 18, 2012 

2013 Review of Intuit Tax Import for Lacerte and ProSeries

Intuit, Inc. — Tax Import for Lacerte and ProSeries800-200-7599accountants.intuit.com/tax/lacerte/add-ons/tax-import.jspaccountants.intuit.com/tax/proseries/add-ons/tax-import.jsp Best Fit Tax-focused practices using Lacerte or ProSeries, who want an automated method of creating organized PDF workpapers from client source documents, as well as direct download of W-2 and 1099 data from financial institutions. Strengths Dual optical character recognition process increases reliability of data imports...…

Isaac M. O'Bannon

smart-goals1_10831612

December 18, 2012 

Accountability – The Key to Firm Success

An overall strategic plan is important to chart the course for your firm’s future success. And individual game plans outline the roles each team member plays in achieving the firm’s strategic objectives.

Jim Boomer