Accounting August 4, 2026
Nominations Open for Innovation Awards and 40 Under 40 Awards
Nominations are currently being accepted for CPA Practice Advisor's 40 Under 40, 20 Under 40, and Tax & Accounting Tech Innovation Awards.
November 26, 2012
Is CRM Part of Your Firm’s Strategy?
Client relationships are the lifeblood of any accounting firm and should be maintained in an efficient, organized system. Too often, firms relay on a number of disparate back office systems to manage this critical information resulting in redundancy, inconsistency and missed opportunities.
November 26, 2012
How Client Accounting Fits Into Firm Workflow
The strategic decision to move outsourced client bookkeeping processes into the cloud offers accounting professionals a choice on how they will work with client information. Practitioners in the cloud experience a wide range of benefits, which include direct importing of transactions...
November 26, 2012
In Firm: 2013 IT Predictions and 2012 Results
Wayne Gretzky’s famous quote on achieving greatness was in “knowing where the puck is going to be,” which allowed him to move in that direction before anyone else. CPA firms are no different and by knowing where the “Accounting IT Puck” could be going in the future...
November 26, 2012
Building Value by Thinking Strategically
Firms tend to build their strategic plans around the times of their annual meetings. For some of you, that is now, and for others of you this planning process falls at different times of year. However, many of your clients do their strategic planning between October and December in preparation for the coming year.
November 26, 2012
Gadgets & Gifts 2012: Tech for the Holidays
Whether you have snow or sand outside your door, the holidays are nearly upon us. That means getting together with friends and family, enjoying some time away from the office and, of course, gift giving.
November 26, 2012
Why Professionals Need to Have an Asset Strategy Meeting with Clients
There are few professionals who find fixed asset management to be an exciting area of their client service, but for some types of businesses, developing effective depreciation strategies can make a significant difference to their bottom line, as well as to cash flow on a month to month basis.
November 26, 2012
2012 Review of CCH ProSystem fx Fixed Assets
CCH, a Wolters Kluwer business – ProSystem fx Fixed Assets800-PFX-9998www.tax.cchgroup.com From the Dec. 2012 review of fixed asset management systems. Best Fit: Full-service accounting firms serving clients with large or complex databases that may be assigned or located in multiple divisions, geographic locations. Strengths Handles any number of clients/assets Offers all depreciation methods and treatments,...…
November 26, 2012
2012 Review of MoneySoft – Fixed Asset Pro v13
MoneySoft – Fixed Asset Pro v13800-966-7797www.moneysoft.com From the Dec. 2012 review of fixed asset management systems. Best Fit: Fixed Asset Pro is best suited to small and medium organizations with asset bases of any size or complexity. With multi-entity capabilities, it can also be used by firms managing the depreciation strategies for multiple clients. Strengths...…
November 26, 2012
2012 Review of Red Moon Solutions LLC – Fixed Assets Manager
Red Moon Solutions LLC – Fixed Assets Manager800-224-1260www.redmoonsolutions.com From the Dec. 2012 review of fixed asset management systems. Best Fit: Fixed Assets Manager is designed primarily for use by companies and organizations with extensive or complex asset management and depreciation strategies, such as those with large asset bases, multiple locations and departments. It can also...…
November 26, 2012
2012 Review of Sage Software – Sage Fixed Assets 2013
Sage Software – Sage Fixed Assets 2013 (formerly Sage FAS Fixed Assets)800-368-2405www.SageFixedAssets2013.com From the Dec. 2012 review of fixed asset management systems. Best Fit: Any organization, including U.S. and Canadian businesses, as well as U.S. government and non-profit entities, with large asset bases and complex management and reporting requirements. The system can also be used...…
November 26, 2012
2012 Review of Thomson Reuters – Fixed Assets CS
Thomson Reuters – Fixed Assets CS800-968-8900CS.ThomsonReuters.com From the Dec. 2012 review of fixed asset management systems. Best Fit: Full-service accounting firms providing depreciation management and tax services to multiple clients with moderate to complex asset bases. Most beneficial when used as integrated part of the CS Professional Suite. Strengths Easy to use with wizards for...…