Latest Articles

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January 13, 2012 

Six Important Provisions for Your Firm’s Partner Agreements

When it comes to protecting your firm and its value, one of the most important, but possibly overlooked, assets is the partner agreement. Its primary purpose is to define the relationship between the firm and each partner, outlining specific guidelines for certain conditions. Unfortunately, partner agreements aren’t something at the forefront of most firms’ practice…

Taija Sparkman

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January 11, 2012 

Pendock Mallorn LTD — Accounting for Practitioners

800-567-4500 www.pendock.com Accounting for Practitioners (AFP) is the trial balance and financial statement generation product within the Pendock Mallorn software lineup. Based on Excel, AFP is simple in function and ease of use, yet provides an abundant set of tools and calculations. AFP easily generates grouping schedules to aid in tax return preparation as well...…

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January 11, 2012 

Thomson Reuters – Trial Balance CS

800-968-8900 cs.thomsonreuters.com   Trial Balance CS is the working trial balance component within the Thomson Reuters CS Professional Suite. Trial Balance CS may be purchased and used as a standalone product or directly integrated with other CS Professional Suite products. The system is adaptable to a wide variety of business types and allows users the...…

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January 11, 2012 

CCH Small Firm Services — Trial Balance

www.atxinc.com ; 877-728-9776 www.taxwise.com; 800-755-9473   CCH Small Firm Services (SFS) produces a Trial Balance solution designed to integrate with their two flagship brands, ATX and TaxWise. The product acts and works in identical ways and integrates interchangeably with the respective tax and accounting suite offerings. Titled simply “Trial Balance” SFS developed the product with...…

 Two Easy Options for Accepting Credit Cards

January 10, 2012 

Two Easy Options for Accepting Credit Cards

One of our readers emailed me today asking how they could easily (and I assume inexpensively) start accepting credit cards from their clients. This is also a good thing to know for when your small business clients want to accept credit/debit cards from their customers. The good news is, there are several options that are...…

Isaac M. O'Bannon

 Two Easy Options for Accepting Credit Cards

January 10, 2012 

Two Easy Options for Accepting Credit Cards

One of our readers emailed me today asking how they could easily (and I assume inexpensively) start accepting credit cards from their clients. This is also a good thing to know for when your small business clients want to accept credit/debit cards from their customers. The good news is, there are several options that are...…

Isaac M. O'Bannon