Article

January 17, 2012 

After months of filing returns and extensions, many professionals reward themselves with a nice vacation after tax season has ended. Well, this season, that trip could result in an additional vacation. Bring your latest copy of CPA Practice Advisor along for the chance to win a $1,500 travel voucher for your next trip.

Taija Sparkman

January 13, 2012 

When it comes to protecting your firm and its value, one of the most important, but possibly overlooked, assets is the partner agreement. Its primary purpose is to define the relationship between the firm and each partner, outlining specific guidelines for certain conditions. Unfortunately, partner agreements aren’t something at the forefront of most firms’ practice…

Taija Sparkman

January 12, 2012 

Column: My Perspective

Darren Root, CPA, CITP, CGMA

January 11, 2012 

Technologies for Engagement & Trial Balance Help to Streamline Workflow

Steven M. Phelan

January 11, 2012 

800-567-4500 www.pendock.com Accounting for Practitioners (AFP) is the trial balance and financial statement generation product within the Pendock Mallorn software lineup. Based on Excel, AFP is simple in function and ease of use, yet provides an abundant set of tools and calculations. AFP easily generates grouping schedules to aid in tax return preparation as well...…

January 11, 2012 

800-968-8900 cs.thomsonreuters.com   Trial Balance CS is the working trial balance component within the Thomson Reuters CS Professional Suite. Trial Balance CS may be purchased and used as a standalone product or directly integrated with other CS Professional Suite products. The system is adaptable to a wide variety of business types and allows users the...…

January 11, 2012 

www.atxinc.com ; 877-728-9776 www.taxwise.com; 800-755-9473   CCH Small Firm Services (SFS) produces a Trial Balance solution designed to integrate with their two flagship brands, ATX and TaxWise. The product acts and works in identical ways and integrates interchangeably with the respective tax and accounting suite offerings. Titled simply “Trial Balance” SFS developed the product with...…

January 10, 2012 

One of our readers emailed me today asking how they could easily (and I assume inexpensively) start accepting credit cards from their clients. This is also a good thing to know for when your small business clients want to accept credit/debit cards from their customers. The good news is, there are several options that are...…

Isaac M. O'Bannon

January 10, 2012 

800-968-8900 cs.thomsonreuters.com/engagement    5.0 overall BEST FIT Small to medium sized accounting firms with a focus on audit engagements, especially those currently relying on PPC Practice Aids for guidance. STRENGTHS Strong integration with PPC Practice Aids and other Thomson Reuters products Ability to manage engagement without network connectivity Available as a fully hosted solution POTENTIAL...…

January 10, 2012 

800-PFX-9998 www.cchgroup.com ProSystem fx Trial Balance is the stand-alone trial balance offering within the ProSystem fx product lineup. ProSystem fx Trial Balance is geared toward smaller accounting firms and sole-practitioners with a focus on tax return compliance and small bookkeeping and audit engagements. With strong import capabilities and reporting options as well as tight integration...…

January 9, 2012 

800-PFX-9998 www.cchgroup.com   4.75 overall   BEST FIT Any accounting firm that is currently in or converting to a paperless workflow environment STRENGTHS Strong integration with ProSystem fx product lineup Intuitive interface based on Microsoft Windows and Office functionality High level of security from both user and data standpoints POTENTIAL LIMITATIONS Limited integration with PPC...…

January 5, 2012 

Column: Monthly Micro Apps.

Brian Tankersley