Firm Management November 10, 2026
What to Tell Clients Who Ask About Overseas Bookkeeping and Admin Help
Overseas help works best when the work is repeatable, documented and measurable.
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...…
May 26, 2011
4 Key Components of an Electronic Workflow Process
The term workflow as it relates to tax, accounting and other segments of information administration, is not new to business professionals. The use of technology tools to aid in the control of workflow is, however, on the rise and is helping many organizations of all sizes improve their back office operations. A basic definition of...…
May 25, 2011
Intuit Makes List of Best Places to Work
When it comes to work-life balance, family-friendly employers and general professional satisfaction, some companies are much better than others to work for. In a list of the top 25 corporations that have these attributes, Intuit ranked #24. Technology firms placed well on the list, including MITRE Consulting, SAS, Autodesk, Agilent and National Instruments. Other recognizable...…
May 25, 2011
CPA Practice Advisor’s 40 Under 40 – Nominate someone today!!
Nominate a professional for the 40 Under 40!
May 24, 2011
Using Social Media to Grow Your Practice
Millions of people visit social media sites every day, and every day millions more are signing up to join them.
May 24, 2011
Seeing the Big Picture: A Corporate Guide to Better Decisions through IT
Executives at small and midsize companies are making critical business decisions every day based on the information available to them.
May 24, 2011
IDC Comparing Total Cost of Ownership of SME On-Premises Business Management Applications and SAP Business By Design
Many on-premises vendors claim that their cost of ownership over an extended period of ownership is lower than the cost of an equivalent cloud service.