Accounting December 10, 2025
The event is ongoing on Dec. 10-11, 2025, with 7 hours of NASBA-certified CPE credit on each day (14 hours total). A total of five sessions also qualify for IRS-certified CE credit.
December 13, 2025
December 13, 2025
October 7, 2011
Vote for the Best… we want your input Each year, the Readers’ Choice Awards give our readers the opportunity to help shine a spotlight on the technologies, services and vendors they use and trust — the ones that help them succeed in their profession, and those that they find valuable for their clients. While voting...…
October 7, 2011
It never ceases to amaze me how quickly things change in my office. And as you know, it requires a steady vigilance to stay in front of change. I spend a great deal of time evaluating the efficiency of my staff and the consistency of strategies implemented across my firm. Both of these areas must...…
October 7, 2011
Marketing is still a fairly new concept for firms. In the minds of most, marketing is a task of overwhelming proportions. However, it doesn’t have to be.
October 6, 2011
How good are you at searching for things online? Do you generally find what you need quickly, or does it sometimes take what seems like an eternity to finally realize success? Even worse, do you occasionally give up? If you’re not in the first group above, you have something in common with today’s college students....…
October 6, 2011
We’ve all seen the statistics that point to the incredible brain drain that will occur in the accounting profession over the next decade, and most firms have experienced the loss of a key person that left the firm, taking with them key knowledge or experience that the firm wishes they would have captured. Without a...…
October 6, 2011
Last month, we dove into Daniel Pink’s book, “A Whole New Mind: Why Right-Brainers Will Rule the Future.” We learned how six new senses he identified in his book are changing how the Western world does their work. As a refresher, these six new senses are Design, Story, Symphony, Empathy, Play and Meaning. Employing our...…
October 6, 2011
Now that extensions are behind us, and we are helping clients with tax planning, some of you are beginning to look ahead to the coming year and your own personal and business plans. Although a single article won’t necessarily help you build an entire business plan, a few ideas that are incorporated and well executed…
October 6, 2011
800-765-7777 www.lacertesoftware.com 2011 Overall Rating 4.5 Best Fit Lacerte Tax Planner can be used as a stand-alone program, but it’s best suited for firms using the Lacerte tax preparation system, providing simple data transfer and a familiar interface. Strengths Familiar tabbed interface & navigation Full integration with Lacerte 1040 Integration with Document Management System...…
October 6, 2011
800-968-8900 www.cs.thomsonreuters.com 2011 Overall Rating 4.75 Best Fit With tight integration among the tax preparation, research, document management, portals and other solutions from Thomson Reuters, Planner CS is best suited to users of the vendor’s CS Professional Suite, but can also be valuable as a stand-alone system. Strengths Includes tax code for federal &...…
October 6, 2011
800-424-2938 www.bnasoftware.com 2011 Overall Rating 5 Best Fit Practices offering individual income tax planning services to clients with varying needs, up to and including high net worth individuals with significantly complex income channels and assets. Strengths Intuitive interface & navigation Comprehensive tax calculations & analyses Up to 20 side-by-side comparisons Excellent reporting & graphical...…
October 6, 2011
800-739-9998 www.cchgroup.com 2011 Overall Rating 4.25 Best Fit Full-service accounting professionals using the integrated ProSystem fx Suite to serve broad client bases. Strengths Excellent integration with ProSystem fx Tax & Engagement Up to 30 side-by-side cases Ease-of-use Potential Limitations Plans limited to four years of projections Aside from exporting into other...…