Accounting February 28, 2026
Voting Opens for 2026 Readers’ Choice Awards!
Voting in the 2026 Readers’ Choice Awards is now open. Readers can vote for the programs, hardware, services, and other technologies they use and trust.
April 12, 2016
3 Income Tax Surprises and Their Warning Signs
Wouldn’t it be nice if our clients contacted us before making any type of financial transaction with a tax consequence? Unfortunately, many of us as tax advisors are out of sight, out of mind, and out of the loop most of the year, leaving our ...
April 7, 2016
Marketing to the New Boom
Millennials…Millions strong, big spenders, and all about the selfie…so how do you market to them?
April 5, 2016
Practice Management – An Opportunity to Grow
Probably more important than the tool is the culture of business development, discovery meetings, referral clients and omni-channel marketing. Since many accounting professionals have not been trained in marketing, this leads to common errors and ...
March 16, 2016
Tax Season: Go Be a Hero
Tax accountants have always been the white knights. Auditors were viewed by clients as necessary, consultants the fascinating innovators, but tax accountants were there to save the day.
March 14, 2016
Tips for Hiring, Managing and Retaining Gen Z Workers
Four years from now, Generation Z will represent more than 20 percent of the workforce. Undoubtedly, this cohort of employees — born in the 1990s — will affect your approach to staff management.
March 14, 2016
It’s Time for A Small Business “Tech Makeover”
New Web Series Highlights the Transformation of a Small Business Using QuickBooks Online Ecosystem
March 14, 2016
2016 Review of Keystroke Advanced POS
Optimally designed for retailers with that require more comprehensive inventory management and distribution capability, Keystroke is an easily navigated product that offers scalability and excellent reporting capability.
March 14, 2016
2016 Reviews of CRM Systems for Accounting Firms
While some may think that their Outlook or other email system offers the same basic tools as a CRM system, this is far from accurate.
March 14, 2016
2016 CRM Systems — Wolters Kluwer — CCH iFirm
A cloud-based system, CCH iFirm is a user-friendly program that provides advanced CRM functions. The application can be accessed via most modern browsers, with no software maintenance or updates.
March 14, 2016
2016 CRM Systems — Microsoft Office 365
Office 365 is quite a bit more than just the moving of Outlook, Word and the other applications to the cloud. The suite of office productivity programs have been expanded and new integrations have been made possible because of the cloud-based nature ...
March 14, 2016
2016 CRM Systems — Office Tools WorkSpace
Office Tools WorkSpace offers extensive practice management, workflow and client collaboration tools, but also includes strong CRM capabilities. An optional online solution provides a portal for secure online document sharing, invoicing, receiving ...
March 14, 2016
2016 CRM Systems – Results CRM
Designed for small businesses and accounting firms, Results CRM offers project management, billing & collections management, client contact tracking, sales automation and other features. The system offers excellent integration with QuickBooks, tying ...