Latest Articles

August 2, 2011 

888-999-1366 www.AccountantsWorld.com/AR   2011 Overall Rating 4.75   Best Fit: Firms who want to bring both their practice and their clients onto a web-based accounting system that gives the firm greater control over data and the ability to monitor and control what their clients can do with their collaborative bookkeeping system. Strengths: Simple navigation &...…

Isaac M. O'Bannon

August 2, 2011 

800-267-8379 www.accountant.intuit.com   2011 Overall Rating 4.5 Best Fit: Firms whose clients mostly use QuickBooks and who provide general write-up and reconciliation work. Strengths: Comfortable, intuitive navigation & interface Good reporting with PDF, Word, Excel output Email invoicing & electronic payment options Most commonly used program Mobile apps for client-focused work Potential Limitations: Financial statement...…

Isaac M. O'Bannon

August 2, 2011 

Join Darren Root, John Springfield of CCH, a Wolters Kluwer business, and Mike Johnson of O’Sullivan Creel, LLP, as they explore the concept of Knowledge Capital and the benefits it can have on your client service. >> Register now   Register now 

August 2, 2011 

Join Darren Root and Bob Lewis as they explain how you can develop knowledge that will benefit your clients and add value to their business, create a new add-on revenue stream in your practice, and help your clients stay organized so expenses are complete with digital receipt details at year-end. They will outline how your...…

August 2, 2011 

A lot has been written about the need for accountants to rethink how they run their practices. In the July issue of CPA Practice Advisor, Executive Editor Darren Root wrote, “It’s time to challenge yourself and really think about providing and delivering services that clients want.” I would argue that the same holds true for...…

Jim Baker

August 2, 2011 

A standard consulting practice rule is that switching software is expensive. Disruptions to procedures occur, retraining is required, and without careful analysis you may force your organization into a product that has less capability or is more difficult to use. We expect clients to switch software as frequently as they switch physicians or religions. The...…

Randy Johnston

August 1, 2011 

If you are like most accountants, email has become one of the primary tools utilized to communicate with clients, internal firm personnel and external resources on business matters. While there are a variety of email systems available, most of the major accounting application vendors have integrated their products with Microsoft Office, which includes Outlook as…

Roman Kepczyk

August 1, 2011 

When we first started writing about web-based programs about 10 years ago, the focus frequently centered on how the concept could benefit modern practices. Key among the benefits was anywhere/anytime access to client and firm data and the enhanced security of data stored in online systems.

Isaac M. O'Bannon

August 1, 2011 

RightNetworks, the leading provider of QuickBooks hosting, is the exclusive hosting provider of Intuits most sophisticated business management software, QuickBooks Enterprise Solutions. Now, users have remote access to their software, hassle free software maintenance, and ongoing data protection with nightly back-ups. Your clients can easily access their files 24/7 from any location with an internet...…

Darren Root, CPA, CITP, CGMA

August 1, 2011 

This year is shaping up to be a big year for innovation in the world of accounting services and client business processes. I’ve been researching several companies lately, and I’m learning how they view the market, how they build solutions, and what technology approach they believe will win the most customers today and into the...…

Doug Sleeter

July 29, 2011 

This is the last column that will be called “The Peachtree Perspective.” Although Sage Peachtree is one of the first names in accounting software (from the perspective of its stature in the industry, as well as its long history), the world has changed since Peachtree was an independent software company that created software to run...…

Brian Tankersley

July 29, 2011 

I recently returned from the Sage conference in Washington, D.C., where I spent a great deal of time with thought leaders Ron Baker and Ed Kless. Each of us led sessions focused on improving firm operations. Collectively, Ron, Ed and I helped firms think through the many aspects of running a successful business. For example,...…

Darren Root, CPA, CITP, CGMA