Accounting April 17, 2026
Last Chance to Vote in the 2026 Readers’ Choice Awards!
Each year, readers get the opportunity to show their support for the programs, hardware, services, and other technologies they use and trust.
November 22, 2011
6 Effective Tools for Tax Document Automation
6 Effective Tools for Tax Document Automation
November 22, 2011
CCH a Wolters Kluwer business — ProSystem fx Scan
800-739-9998 CCHGroup.com 2012 Overall Rating 4.75 Best Firm Fit Firms using other ProSystem fx applications to prepare individual income tax returns, as well as firms that want the OCR and organizing processes to run on premise with a fast turnaround time. Strengths With the right hardware and recommended scanning procedures, the OCR processing should...…
November 22, 2011
Five Timesaving Tips for a Smoother Tax Season
A little pre-tax season planning and preparation can go a long way.
November 22, 2011
Building a Practice for the Future
Tax and accounting professionals who start their own firms from scratch face benefits and significant challenges. On the pro side, they have the opportunity to build the firm as they wish, from internal practices to staffing and management styles. Of course, there can be significant startup costs, and the firm starts with a client roster…
November 22, 2011
2012 Readers’ Choice Awards: Professionals Rate Their Favorite Technologies
Since we started the Readers’ Choice Awards in 2006, they’ve become a popular way for many of our readers to voice their admiration and respect for certain companies that make technologies for tax and accounting professionals.
November 22, 2011
Free CPE Webcast: Using Document Management & Portals to Drive Paperless Efficiency
Serve Clients the Way They Want to be Served Free CPE Webcast:Wednesday, November 30, 2011 – 2 p.m. EST >>> Register Now Register Now
November 21, 2011
How 2012 Can be the Year of the Entrepreneur
In coaching and speaking, I often have to convince tax and accounting firm owners that they are entrepreneurs. They are creators of new things and value-adders. They make the world a better place for their customers, their families and themselves. This is a high calling, and if it is embraced, it can change lives. Tax...…
November 21, 2011
Keep the Gift-Giving Going
Part 2 of Isaac's Annual Holiday Gift Guide. In our annual December Gift Guide, I wrote about a couple of dozen cool-to-quirky gadgets for business and personal use. There are always many more that I don’t get the chance to cover, whether because of space or time or other factors, so I’ve decided to share…
November 21, 2011
Three Ways to Cut Financial Stress
Are your finances keeping you up at night? Here are a few tips and tricks to break free and relax. 1. Ease off the budgeting The Logic: Money (or its lack) is the nation’s most common source of stress, reports the American Psychological Association. Making a detailed budget — a widely advised fix — only...…
November 18, 2011
Chunkification, Zero Entry and Lego Mastery
While we all cherish the most trusted advisor status that accountants have earned, this status must be continually re-earned with clients. Ask yourself whether your clients want you to serve them or lead them to better success. I believe your clients desperately want you to lead them — and if you don’t, they may turn...…
November 17, 2011
The ‘Certifiable’ Public Accountant
8399 Jason Blumer knows that some people think he’s a little different than the typical accountant, or at least the stereotype of an almost middle-aged one. Those “some people” include the tax manager at his practice, his staff and some of his clients… even his wife. Maybe it’s the crazy eye glasses. Perhaps the jeans...…
November 16, 2011
The Evolution of Write-Up Continues
Alongside professional tax preparation, write-up has long been a cornerstone client service for many full-service accounting firms, providing monthly, quarterly and annual engagements that equate to a fiscal checkup for client businesses. The core elements of account reconciliation, fixing improperly posted transactions and preparation of financial statements are critical to these entities truly knowing their…