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.
August 10, 2011
AccountantsWorld — Payroll Relief
888-999-1366 www.accountantsworld.com 2011 Overall Rating 4.5 Best Fit Any accounting firm that wants to offer payroll services directly to their clients. This cloud-based payroll service is private-labeled and can be configured to meet the needs of different clients. It is also a good fit for firms that would like to work with a...…
August 10, 2011
APS, Inc. — APS OnLine
888-277-8514 www.apspayroll.com 2011 Overall Rating Best Fit Firms who are looking for a web-based payroll solution that interfaces with most accounting applications, as well as companies with more than 100 employees. Strengths Publisher indicates that they have over 100 integrations with timekeeping & GL applications. Multi-state payroll withholdings are allowed for employees. eSELFSERVE employee...…
August 9, 2011
Building a Firm for the Next Generation
This year, I celebrated my 50th birthday … and it was quite a turning point. It made me stop and reflect on my career and the vast changes I’ve observed and experienced professionally and personally. During this period of reflection, I was overcome with a powerful drive to change the public’s perception of the tax…
August 9, 2011
Going Paperless: The Tale of the Man Who Printed Out His FB Wall
Have you ever met anyone who PRINTED OUT their Facebook wall to read the postings? When I was at the gym this morning, I was amazed, yet again. Most mornings you can find me there, and as a trained journalist, I know I have a habit of observing those around me.
August 9, 2011
5 Hardware Tools that Mean Business For Small Businesses
Even with all the talk about the productivity-boosting effects of going to the cloud … and SaaS this, and web-based that, technology hardware remains an essential component of any modern business. Yet, while the obvious core components of desktops, laptops, monitors, printers and even phones may immediately come to many people’s minds when they hear…
August 9, 2011
6 Tips for a Paperless Office
Many people who use computers—whether it’s for their home or business — are moving toward a “paperless” office. Simply, they are tired and overwhelmed by scraps of paper, clunky old file folders, envelopes — and they want to reduce the clutter. Don’t believe me? Take a look at how many messages are stored in your...…
August 9, 2011
Mobile Technology: A look at the landscape and how today’s solutions can help you better serve clients
Do you ever feel confined and limited by your office walls? Do you find that a different environment can sometimes change your perspective? How many times have you found yourself wishing you could be in multiple places at once?
August 8, 2011
ProfitSee Pro Release Gives CPAs and Financial Advisors Actionable, Real-Time Insights to Clients’ Financial Metrics
Advisors Can Monitor Clients’ Financial Performance with All-in-One Financial Analysis and Budgeting Software that Integrates With QuickBooks and all Major Accounting Software Packages.
August 5, 2011
Marketing Takes Center Stage
For too long, marketing has lurked in the shadows, ignored and rejected. The traditional thought is that marketing is a non-billable activity, and therefore a non-necessity. In reality, marketing drives sales. Well-planned and consistent promotion of services not only keeps a sales funnel full, it helps firms build a strong brand and stay in front…
August 4, 2011
The Blue Collar CPA
A Productivity in Practice Feature. A small business is most productive when its owners are doing what they love. Whether a mechanic, baker, landscaper, restaurateur, childcare provider or a merchant, small business owners usually like what they do.
August 4, 2011
The Versatile Group — CertiflexDimension Client Write-Up
800-237-8435 www.CertiflexDimension.com 2011 Overall Rating 4.75 Best Fit: Firms managing clients with high transaction volumes and multi-level company structures. Strengths: Good interface customization Strong reporting & financials options Broad set of core modules Broad reporting & financials generation Potential Limitations: Moderate reporting customization Module-based pricing Summary & Pricing CertiflexDimension Write-Up and the related modules...…
August 4, 2011
CYMA Systems, Inc. — CYMA After-the-Fact
800-292-2962 www.cyma.com 2011 Overall Rating 4.75 Best Fit: Professional firms managing complex clients with multiple locations or subsidiaries, as well as nonprofit and grant-based organizations. Strengths: Exceptional customization options Comprehensive module options with strong integration Output to many formats Broad reporting & financials generation Potential Limitations: Module-based pricing No client portals Summary &...…