Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
November 2, 2011
Thomson Reuters — Fixed Assets CS
800-968-8900 CS.ThomsonReuters.com 2011 Overall Rating 5 Best Fit Firms serving multiple clients with moderate to complex asset bases and depreciation needs, particularly those firms using other programs in the CS Professional Suite. Strengths Mass edits across groups, departments & global User-friendly wizards for many tasks Simplified splits, disposals & consolidations Good user customization...…
November 2, 2011
CCH, a Wolters Kluwer business – ProSystem fx Fixed Assets
800-PFX-9998 www.tax.cchgroup.com 2011 Overall Rating 4.75 Best Fit Firms with clients whose asset bases are large or complex, or potentially distributed across multiple geographical locations, particularly those using other components of the ProSystem fx Suite. Strengths Comprehensive capabilities for all depreciation methods & treatments Wizards for performing mass asset life events such as...…
November 2, 2011
Thomson Reuters 2011 Year in Review and 2012 Executive Predictions
For a lot of tax and accounting professionals, 2011 was the year when “The New Normal” got a lot less new. We began to see firms adapt successfully and flourish in a changed environment. Firms that have been creative about using all of the information and technology resources at their disposal are doing well. They...…
November 1, 2011
Whistle-Blowing to the IRS: Use This as an Opportunity to Talk to Clients
I was reading my Dallas Morning News a few weeks ago when I stumbled on an article in the Business section called, “Whistle-blowing to IRS Can Pay Off.” Based on the kind of work I do, it caught my attention, of course. Here’s the link - you may need to register with the online site…
October 28, 2011
Effective Asset Management is More than Depreciation
If you’re reading this review, then you have more than a passing interest in fixed assets … if such a thing is possible. After all, in the glamorous world of tax and accounting, few things may inspire more eye rolls from clients than talking about effective depreciation strategies and methods such as MACRS, ACRS, straight-line,…
October 28, 2011
The ‘Soul’ of Your Service
“In most people’s vocabularies, design means veneer. It’s interior decorating. It’s the fabric of the curtains of the sofa. But to me, nothing could be further from the meaning of design. Design is the fundamental soul of a human-made creation that ends up expressing itself in successive outer layers of the product or service.” –…
October 27, 2011
How Self-Service Portals Can Create a Higher Level of Client Service for Accounting Firms
Tax & Accounting thought leaders Doug Sleeter, Jon Baron and Kim Hogan explain how client portals and self-service offerings can actually raise client service levels by providing clients with access to data when and how they want it. >>> Watch the video
October 26, 2011
Rethinking Security
I had the opportunity to spend some time with Don Codling, unit head for the FBI’s CyberCrime Division, talking about the state of computer and network security around the globe. It was an interesting conversation, not because there was any real news in the current trends but because the state of cybercrime makes it clear…
October 26, 2011
The Top 5 Mobile Marketing Mistakes
Two years ago, there was no such thing as an iPad. Five years ago, nobody had a smartphone. Before 2007, the year of the iPhone, mobile marketing was mostly about text-messaging and selling ringtones. The bottom line is that everyone is new at this thing called mobile marketing. So, it should be no surprise that…
October 24, 2011
How to Build a Better Workflow by Blending Cloud & Premised-Based Solutions
Wednesday, October 26 – 2:00 p.m. EDT Join Darren Root and Mark Ryburn as they discuss how to build a better workflow. Don’t miss this valuable webcast, where you will learn: Why firms of all sizes can benefit from an automated workflow process How firms can blend Cloud solutions with on-premise solutions in order to...…
Technology October 20, 2011
Barcoding: It’s Not Just For Retail Anymore
From Oct. 2011 - Barcodes are breaking out of their retail mold. They’re finding new ways to help businesses of all kinds build more efficiency into their operations, even enhancing marketing and training efforts.
October 19, 2011
Tech Predictions for 2012
At a global broadband policy conference in late 2011, I was asked to define the state of technology in this year. The answer came down to this: 2011 was the year that reality set in. That requires a bit of explanation, but we can begin to define it with five simple trends that emerged this…