Article

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September 5, 2014 

CaseWare International Inc — CaseWare Working Papers 2011

800-267-1317 www.caseware.com   2011 Overall Rating 4   Best Firm Fit: Firms that are looking to gain significant efficiencies in their financial reporting (no matter the size of the firm). Strengths User interface & intuitive workflow Strong financial reporting module SmartSync’s fast “real-time” collaboration Potential Limitations: No web hosted version currently available Summary & Pricing...…

Marty McCutchen

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September 5, 2014 

The Insecurities of Email

Email has been around a long time and has evolved into a mission-critical resource to deliver documents and communicate with clients. It’s the default for most businesses — convenient, easy and mature — and has all but replaced time-consuming faxing and manual delivery of documents. However, while email has been a trusted delivery tool for...…

Eric Pulaski

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September 5, 2014 

The Key to E-Mail Marketing for Small Organizations

One of the ways successful firms are continuing to grow during the current economic downturn is by finding new and existing clients with targeted, personalized service. Large firms have used customer relationship management (CRM) and contact management systems for years to manage sales activities, track correspondence, and log contact with current and prospective customers, but…

Brian Tankersley

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September 5, 2014 

Rule #1: Cash is King

I first heard this phrase growing up around a couple of entrepreneurs/accountants — my parents and grandparents. My grandparents always had their own company. Granddad was the salesmen and grandma was the accountant. My parents were the same except Dad was more product visionary than sales and mom was the back office, including accounting. They...…

Rene Lacerte

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September 5, 2014 

How to Become a Firm of the Future

Join Executive Editor Darren Root as he shows you how to create success  In just a few short weeks, CPA Practice Advisor Executive Editor, Darren Root, CPA.CITP, will be presenting a full-day workshop in our nation’s capital entitled, “Tomorrow is Today: The Accounting Firm of 2011,” — an in-depth and interactive discussion around value-based pricing...…

Melody Steelman

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September 5, 2014 

Improve Your Practice With SaaS

There are ample articles trying to convince you of the value of Cloud Computing. There are three primary application approaches for the cloud: 1) Backup, which we have reviewed in prior columns covering products like NetRescue, Gillware and eFolder, 2) Hosting, including companies like CPAASP InsynQ, Awensa, Cloud 9 and Real Time Data Services, Thomson...…

Randy Johnston

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September 5, 2014 

Staying on the Good Side of Growth

Here’s the reality. Most accounting professionals, when it comes to marketing, are highly reactive. They’ve developed some good content, have a few pieces of collateral on hand, and are sending out communications here and there. The reactive environment can be deceptive because things consistently appear to be moving along. And if things are moving, that’s...…

Kristy Short, Ed.D.