Firm Management June 17, 2026
Designing Your Ideal Accounting Firm Starts With One Question: What’s Actually Holding You Back?
Here are five steps firm owners can take to start building the accounting firm they actually want to run.
June 22, 2011
Thomson Reuters’ Checkpoint Gets a Makeover – Plenty of Muscle to Go Along With Its Hot New Look!
As much as we try, we can’t be experts at everything. When we need to find the right answer and find it quick, the updated version of Thomson Reuters’ Checkpoint research system makes the task substantially easier. With its contemporary, fresh new design, piloting through Checkpoint is a breeze. You have access to all the...…
June 21, 2011
6 Steps to Effective, Painless & Low-Cost Backup
Another Article on Backups! Backup has not been cool since 2005. Office automation is cool. ERP is cool. Even mobile accounting apps are cool. Backup is about as cool as your 8-track tape of KC and the Sunshine Band. And yet, as the folks over at Gillware Data Services were kind enough to point out,...…
June 17, 2011
Not Quite A Great Tax Season
It is not often that I disagree with the esteemed Darren Root. He is, after all, the Executive Editor here. And in truth I can’t much disagree with the premise of his post, in that CCH had a banner year this tax season. They were not alone.Most of the tax prep providers had a good...…
June 14, 2011
What Happens in Vegas… Helps Professional Accountants and Their Clients
Annual AICPA convention draws professionals for topical education Nearly 1,000 CPAs from across the country have gathered at the Aria Casino and Convention Center in Las Vegas for the American Institute of Public Accountants’ annual Practitioners Symposium and Tech+ Conference. The main keynote speaker for the Monday opening session of the conference was inspirational speaker...…
June 9, 2011
CCH is giving the 2010 Tax Filing Season a Fist Pump!
A CPA Trendlines article reported earlier this year that tax professionals were showing an increased concern for the 2010 tax season, as the result of ill-prepared clients, a scurry of tax code modifications, and the IRS’s general performance. As the door has closed on another busy season, one industry giant is claiming victory over the...…
June 6, 2011
How to Meet the “Right” People at the Next Accounting Conference
When you go to accounting conferences, whether they are national or state conferences, or even meetings in your local area, how do you go about meeting the “right” people? Now I don’t mean “right” in terms of discriminating one person from another; what I really mean is meeting the kind of people who can offer...…
June 6, 2011
Productivity-Boosting Mobile Technologies Shine at Innovation Awards
CPA Practice Advisor Presents 8th Annual Awards in Los Angeles LOS ANGELES – June 6, 2011 – Accountants, tax professionals and their clients are increasingly turning to the cloud and SaaS-based technologies, and this year’s Tax & Accounting Technology Innovation Awards highlighted many new workflow tools, programs and devices that aid in professional and business...…
June 6, 2011
6 Steps to Developing an Effective Client Portal Strategy
I think it’s fair to say that just about every accounting and tax practice in the country has given consideration to deploying a client portal in recent years. In fact, current estimates are that the number of firms that have a client portal in place is somewhere in the range of 20% to 40%.
June 6, 2011
Helping Clients Succeed: A SaaSy Approach
Imagine an accounting practice where you rarely met your clients, didn’t market to the local business community or belong to chambers of commerce … and don’t even have a sign on the office. You worked pretty much when you wanted to and tried to focus on anything but tax returns. This is probably nearly impossible...…
June 5, 2011
Illinois Sales Tax Filing Software
Approved by the Illinois Department of Revenue Choice of e-file or Paper File Automatically calculates and validates the return QuickBooks Import option Option to import ST-2 from a text file Illinois Sales & Use Tax forms supported: ST-1, ST-2, PST-2, ST-1x, and ST-2x Business owners – it’s easy and fast, most users file in under...…
June 5, 2011
Florida Sales Tax Filing Softwaare
June 1, 2011
10 Opportunities For Optimizing A Firm’s Administrative Department
Column: Technology in Practice June 2011 Online Exclusive In most firms, the internal administrative department is among the last to adopt less paper technologies because the focus of most firms is on tax and audit production. Having said that, there are a lot of opportunities to update administrative processes to take advantage of today’s “less...…