Technology February 9, 2026
Botkeeper is Closing Its Doors
In a statement posted on the Botkeeper website over the weekend, Enrico Palmerino wrote that the automated bookkeeping platform he founded in 2015 is shutting down.
August 2, 2011
Organizing your Knowledge Capital to better serve your clients
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
Paperless Receipts & Expense Report Management: How you can help yourself & your clients
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
How Commitment & Change Go Hand in Hand
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
Switching Software for Better Client Service
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
5 Outlook Email Tips to Improve Productivity
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
Is the Virtual Practice Model Right for Your Firm?
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.
August 1, 2011
Approaching Zero Data Entry — How Could That Be?
This year is shaping up to be a big year for innovation in the world of accounting services and client business processes. I’ve been researching several companies lately, and I’m learning how they view the market, how they build solutions, and what technology approach they believe will win the most customers today and into the...…
July 29, 2011
The Peachtree Perspective becomes The Sage Perspective
This is the last column that will be called “The Peachtree Perspective.” Although Sage Peachtree is one of the first names in accounting software (from the perspective of its stature in the industry, as well as its long history), the world has changed since Peachtree was an independent software company that created software to run...…
July 29, 2011
To the Cloud or Not to the Cloud …That Was the Question
I recently returned from the Sage conference in Washington, D.C., where I spent a great deal of time with thought leaders Ron Baker and Ed Kless. Each of us led sessions focused on improving firm operations. Collectively, Ron, Ed and I helped firms think through the many aspects of running a successful business. For example,...…
July 28, 2011
Sales Tax Holidays Bring Temporary Relief for Consumers, Headaches for Some Retailers
Yes, yes… I’m writing about sales taxes again. This time, however, it’s not about the Amazon vs. California battle or the general difficulties facing online sales taxation. I know it’s still July, but kids and parents are already getting ready for the coming school year, which means a lot of shopping for clothing, books, computers...…
July 27, 2011
The 7-Step Technology Audit
As technology is increasingly woven into the fabric of business management and operations, it becomes more necessary to evaluate technology utilization and prepare for management an assessment of the threats and opportunities available.
July 26, 2011
Amazon Fights California Sales Tax Law
Not too long ago, I wrote about “the problem with online sales tax” on our CPATechViews blog. There’s a long-reaching history with states wanting to get reveunes from sales to their residents when the merchant isn’t in that state. It started long before the internet (think mail order catalogues), but e-commerce has certainly aggravated the...…