Taxes April 7, 2026
Before you file another return this week, pull one off the stack and run it through this checklist- you will likely find thousands in savings your software missed.
February 28, 2026
April 8, 2026
April 8, 2026
September 5, 2014
877-968-0600 www.intacct.com Intacct offers a comprehensive web-based accounting and business management suite that is available in several industry versions, including one specifically designed for professional accountants. The technology company has also been designated the preferred provider of financial applications by the AICPA. This review focuses on the complete integrated suite available from Intacct. Basic System...…
September 5, 2014
800-286-6800 www.quickbooksonline.com The installed version of QuickBooks is the most widely used small business software in the world, with the ability to purchase it off the shelf at big box stores and online retailers. QuickBooks Online is not the same as the installed program, but rather a completely web-based system with a different design and...…
September 5, 2014
800-968-8900 CS.ThomsonReuters.com GoFileRoom was the pioneer application for a completely web-hosted, browser-based DMS solution. The product was acquired by Thomson Reuters about five years ago from Immediatech. GoFileRoom originally focused on the large firm market but has steadily expanded into the small and mid-size firm space with an attractive, all-inclusive pricing model. GoFileRoom is a...…
September 5, 2014
800-968-8900 CS.ThomsonReuters.com FileCabinet CS is one of two powerful DMS solutions available from Thomson Reuters, targeted specifically to the tax and accounting marketplace. The greatest value of FileCabinet CS is derived from its deep integration with the other solutions that make up the CS Professional Suite for the tax and accounting profession. Core Product Features...…
September 1, 2014
What should you be doing in your state and local tax practice this month? Here's your SALT checklist for September.
Firm Management August 31, 2014
Trade shows remain a viable marketing option for accounting firms, yet many practitioners still don’t see the value. The fact is that if the appropriate level of planning is applied, trades shows can prove exceptionally successful in terms of lead generation and networking. Firms must first think through such items as budget, the right shows…
August 15, 2014
Cleveland CPA Gary Shamis is working to attract younger accountants to his firm and city.
August 12, 2014
The Year in the Life of a Payroll Accountant series is a series that is being created for the small to medium-sized practitioner who is interested in starting or growing a payroll practice.
August 12, 2014
Los Angeles-based Team Jenn Corp founder Jennifer McCabe is a careful proponent of offering payroll services. “I won’t minimize it, payroll errors can be a nightmare. But payroll is an important part of the confidential employee relationship bucket.” Offering payroll services can also help to instill invaluable confidence and a deep relationship. “It’s worth it.…
August 12, 2014
When you’re running a business and someone works for you or provides a service, you pay them. That’s easy. What isn’t always so easy is determining how you should treat those payments. Before you enter into a business relationship, it’s important to establish the type of relationship – is this person providing services as an…
August 12, 2014
The first thing you should do NOW, and the one thing you should not do, at least not yet.
August 11, 2014
When I think of August, I think of lazy hot summer days that last from whenever my friends and I wake up to when the streetlights come on - the sign to end summer play and return home for the night. I'm glad I have a head full of sweet summer memories from my childhood…