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.
July 13, 2011
Pendock Mallorn — Accounting for Practitioners
800-567-4500 www.pendock.com Accounting for Practitioners is a one-of-a-kind “after the fact” package used for write-up and trial balance engagements. It is a Microsoft Excel-based product that is essentially an Excel plug-in (2003 and newer versions). The user downloads the software on their individual computer and creates files for each engagement. The files can be saved...…
June 24, 2011
Cornering the Market on Premium Outsourced Accounting Services
From Finding Their Legs to Finding a Distinct Niche Jennifer Katrulya, CPA, and owner of BMRG admits that there was a harsh learning curve to get her firm where it is today. And where is that exactly? The bright lights of Supa-Successville! Katrulya, like many firm owners, did her time in the world of public…
June 24, 2011
How Value Pricing Built a Practice & Saved a Father-Son Relationship
Sometimes, things need mixing up. Chris Farmand, who grew up in a Florida family centered around the accounting practice led by his father and two uncles, was destined for a career in accounting. His parents knew it, the rest of his family knew it, and his teachers knew it. But even though he’d been in...…
June 24, 2011
Tax Document Automation Tools Come of Age
This is our first annual review of tax document automation tools. While we have presented feature articles on this topic in the past, this category is rapidly maturing to include some common feature sets. Internal estimates from vendors based on data provided to CPA Practice Advisor suggest that around 1% of all individual income...…
June 24, 2011
The Right Tool for the Right Job
One of the things that is hard to get across in tough times is that a well-timed investment in the right tool for a tough job makes all the difference between struggling and thriving. During the summers in college, I always had jobs that involved getting very dirty using my hands and tools to get...…
June 21, 2011
6 Steps to Effective, Painless & Low-Cost Backup
Another Article on Backups! Backup has not been cool since 2005. Office automation is cool. ERP is cool. Even mobile accounting apps are cool. Backup is about as cool as your 8-track tape of KC and the Sunshine Band. And yet, as the folks over at Gillware Data Services were kind enough to point out,...…
June 6, 2011
Productivity-Boosting Mobile Technologies Shine at Innovation Awards
CPA Practice Advisor Presents 8th Annual Awards in Los Angeles LOS ANGELES – June 6, 2011 – Accountants, tax professionals and their clients are increasingly turning to the cloud and SaaS-based technologies, and this year’s Tax & Accounting Technology Innovation Awards highlighted many new workflow tools, programs and devices that aid in professional and business...…
June 6, 2011
6 Steps to Developing an Effective Client Portal Strategy
I think it’s fair to say that just about every accounting and tax practice in the country has given consideration to deploying a client portal in recent years. In fact, current estimates are that the number of firms that have a client portal in place is somewhere in the range of 20% to 40%.
June 6, 2011
Helping Clients Succeed: A SaaSy Approach
Imagine an accounting practice where you rarely met your clients, didn’t market to the local business community or belong to chambers of commerce … and don’t even have a sign on the office. You worked pretty much when you wanted to and tried to focus on anything but tax returns. This is probably nearly impossible...…
June 1, 2011
10 Opportunities For Optimizing A Firm’s Administrative Department
Column: Technology in Practice June 2011 Online Exclusive In most firms, the internal administrative department is among the last to adopt less paper technologies because the focus of most firms is on tax and audit production. Having said that, there are a lot of opportunities to update administrative processes to take advantage of today’s “less...…
May 26, 2011
4 Key Components of an Electronic Workflow Process
The term workflow as it relates to tax, accounting and other segments of information administration, is not new to business professionals. The use of technology tools to aid in the control of workflow is, however, on the rise and is helping many organizations of all sizes improve their back office operations. A basic definition of...…
May 25, 2011
CPA Practice Advisor’s 40 Under 40 – Nominate someone today!!
Nominate a professional for the 40 Under 40!