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
August 3, 2011
Over the past several years, some accounting technologists have come close to announcing the demise of client write-up (or at least the significant decline in its necessity and profitability for professional accountants).
August 3, 2011
561-995-1477 www.axpert.com 2011 Overall Rating 4.25 Best Fit: Firms managing small to mid-sized enterprises, and those with multiple locations. Strengths: Doesn’t require monthly closings Run reports across multiple years, any time periods Broad reporting & financials customization Strong support for multi-location entities Potential Limitations: No bank statement import function (although import is available from...…
August 2, 2011
800-968-8900 www.CS.ThomsonReuters.com 2011 Overall Rating 5 Best Fit: Firms looking for a central write-up and trial balance system as part of a suite of integrated tax and practice management systems for managing workflow across all engagements. Strengths: Excellent integration Comprehensive reporting & financials Broad payroll compliance with state & some local support Client-side...…
August 2, 2011
I can’t help but preach the message that change is coming in our profession. That is my end goal in every professional thing I do. This type of confabulation may offend you or it may encourage you. But my goal is to take away your comfort as you lead your professional practice into the future.
August 2, 2011
888-999-1366 www.AccountantsWorld.com/AR 2011 Overall Rating 4.75 Best Fit: Firms who want to bring both their practice and their clients onto a web-based accounting system that gives the firm greater control over data and the ability to monitor and control what their clients can do with their collaborative bookkeeping system. Strengths: Simple navigation &...…
August 2, 2011
800-267-8379 www.accountant.intuit.com 2011 Overall Rating 4.5 Best Fit: Firms whose clients mostly use QuickBooks and who provide general write-up and reconciliation work. Strengths: Comfortable, intuitive navigation & interface Good reporting with PDF, Word, Excel output Email invoicing & electronic payment options Most commonly used program Mobile apps for client-focused work Potential Limitations: Financial statement...…
August 2, 2011
Join Darren Root, John Springfield of CCH, a Wolters Kluwer business, and Mike Johnson of O’Sullivan Creel, LLP, as they explore the concept of Knowledge Capital and the benefits it can have on your client service. >> Register now Register now
August 2, 2011
Join Darren Root and Bob Lewis as they explain how you can develop knowledge that will benefit your clients and add value to their business, create a new add-on revenue stream in your practice, and help your clients stay organized so expenses are complete with digital receipt details at year-end. They will outline how your...…
August 2, 2011
A lot has been written about the need for accountants to rethink how they run their practices. In the July issue of CPA Practice Advisor, Executive Editor Darren Root wrote, “It’s time to challenge yourself and really think about providing and delivering services that clients want.” I would argue that the same holds true for...…
August 2, 2011
A standard consulting practice rule is that switching software is expensive. Disruptions to procedures occur, retraining is required, and without careful analysis you may force your organization into a product that has less capability or is more difficult to use. We expect clients to switch software as frequently as they switch physicians or religions. The...…
August 1, 2011
If you are like most accountants, email has become one of the primary tools utilized to communicate with clients, internal firm personnel and external resources on business matters. While there are a variety of email systems available, most of the major accounting application vendors have integrated their products with Microsoft Office, which includes Outlook as…
August 1, 2011
When we first started writing about web-based programs about 10 years ago, the focus frequently centered on how the concept could benefit modern practices. Key among the benefits was anywhere/anytime access to client and firm data and the enhanced security of data stored in online systems.