Latest Articles

 Four Ways to Use Twitter for the Accounting Profession

June 29, 2009 

Four Ways to Use Twitter for the Accounting Profession

If “I don’t get it” adequately describes your thoughts about Twitter and its uses for the accounting profession, then listen up: You CAN use Twitter to build your practice, increase business and grow your bottom line. I get this question all the time from my clients who want to know how they can build their...…

Scott Cytron

 Changing Your Web Site? Ask These Four Questions, First

June 26, 2009 

Changing Your Web Site? Ask These Four Questions, First

Whenever I present my seminar on “The Next Generation Accounting Firm,” someone invariably asks me a question related to communications, and specifically, when it’s time to change their Web site. I just ran across this blog on Ragan.com that speaks to this topic, and even though it is internally focused on employees, I’ve added my...…

Darren Root, CPA, CITP, CGMA

 Online Professional Tax Prep… Is it time, yet?

June 23, 2009 

Online Professional Tax Prep… Is it time, yet?

In the upcoming July issue of The CPA Technology Advisor, I’ve written a column that discusses why few tax and accounting professionals are using an online tax preparation system for their client returns. Considering how popular online tax prep is for do-it-yourselfers, I think it’s a curious situation. Some might blame it on the old...…

Isaac M. O'Bannon

 CITP Credential Changes with the Times

June 18, 2009 

CITP Credential Changes with the Times

The times … they are a-changin’ … and so is the CITP Credential. According to an announcement made during AICPA’s TECH+ Conference in Las Vegas earlier this week, “the revised credential will concentrate on information technology expertise relating to audit and attest services and financial data components, analysis and reporting. The holder of the revised...…

Darren Root, CPA, CITP, CGMA

 The Power of the Portal

June 13, 2009 

The Power of the Portal

Congrats go to Thomson Reuters for the significant milestone it hit in the most recent tax season: UltraTax CS™ customers preparing 2008 returns created more than 100,000 portals to serve their clients. This is important to our profession for several reasons. First, it demonstrates how the accounting profession is using technology not only to speed...…

Darren Root, CPA, CITP, CGMA

 The Hardware Side of Document Management

June 11, 2009 

The Hardware Side of Document Management

But interestingly, in all the ballyhoo about the importance of DM, and the number of rapidly evolving systems that offer state-of-the-art, soup-to-nuts storage and retrieval, we have overlooked what may be the most important part of document management – the hardware.

Dave McClure

 The 3 “P” Approach to More Creative Marketing

June 11, 2009 

The 3 “P” Approach to More Creative Marketing

When was the last time you looked at something differently?  I was in San Francisco June 7-10 for the International Association of Business Communicators’ (IABC) Conference, and had the pleasure of hearing Sam Harrison of Zing Zone speak on creative marketing and its three components: Passion, Performance and Pitch. His talk was well worth my...…

Scott Cytron