Blog

 How Critical is Your Smart Phone?

August 20, 2010 

How Critical is Your Smart Phone?

As a technology information source, here at the CPA Tech Views blog and at the The CPA Technology Advisor we generally focus on how technologies can aid in streamlining workflow in professional practices or even enhance client relationships. The point is often made that effective implementation and adaption is key: In other words, how the...…

Isaac M. O'Bannon

 Should CPA Firms Advertise?

August 12, 2010 

Should CPA Firms Advertise?

There are a few questions I get from CPA firm partners and staff that rarely change, no matter the size of the firm, where it is located or what kinds of services it offers. “How do I recruit clients?” “Is social media worth the effort?” “Should I pay for advertising?” Let’s address the advertising question....…

Scott Cytron

 Are You Ready to E-File?

August 2, 2010 

Are You Ready to E-File?

This is the year…the year that e-filing of 1040s is not just a suggestion by the IRS, but mandatory. Are you ready?   Effective January 1, 2011, preparers who expect to file 100 or more federal individual or trust tax returns during the year will be required to start using e-file. Preparers who expect to file...…

Darren Root, CPA, CITP, CGMA

 I told you so…

July 31, 2010 

I told you so…

I know, I know. Sounds strange and crazy and paranoid. And I am not that. But increasingly, as the watchdogs of privacy sound the warning, I think to myself..."Cant be all tha that bad to protect my personal information, even if it means giving up my place on Farmville or Twitter." Maybe even wise, until…

Dave McClure

 Why Silverlight Matters

July 30, 2010 

Why Silverlight Matters

You see, Silverlight is not the next generation of old-style web graphics. It is the next generation of Internet based movies and television. Which is why it matters.

Dave McClure

 Payroll and Your Practice…

July 23, 2010 

Payroll and Your Practice…

What do you think of payroll? Does your firm consider payroll services as a significant component of your offerings?  For professional accounting  firms, payroll services have been somewhat of a roller coaster ride over the past couple of decades, and many firms are eagerly diving back into the client service.  Why? Because this core need...…

Isaac M. O'Bannon

 Reach Out and Touch a Client

July 7, 2010 

Reach Out and Touch a Client

Just last week, I had the honor of presenting a morning program to the Louisiana Society of Independent Accountants in Shreveport – a state organization connected to the National Society of Accountants. The Louisiana group is mostly made up of public accountants who are enrolled agents. They came from all over the state for the organization’s...…

Scott Cytron

 Getting Your Clients Online

July 7, 2010 

Getting Your Clients Online

Looking for some guidance in getting your clients to use web-based programs- and finding the best ones out there? The Sleeter Group is offering a seminar at several cities across the country (Starting in the Bay Area on July 20) specifically geared toward helping accounting firms find the best technologies, how to implement them, security...…

Isaac M. O'Bannon

 Nominations for 40 Under 40… Don’t Miss Out!

June 29, 2010 

Nominations for 40 Under 40… Don’t Miss Out!

The nomination period for The CPA Technology Advisor’s 40 Under 40 recognitions is nearing its end. Be sure to nominate a colleague or even yourself, if you are a technologically savvy professional in the accounting space or are a vendor serving the profession. Honorees do not have to possess any credential, but should be directly...…

Isaac M. O'Bannon

 Accounting for the Stimulus Package

June 29, 2010 

Accounting for the Stimulus Package

This is just one tiny part of the stimulus package grants, and there are others worth pursuing -- particularly in an economy where new business is hard to find. But it is the part I am in the thick of, and I can attest that good accounting is always hard to come by if you…

Dave McClure

 A strange week in the tech world…

June 29, 2010 

A strange week in the tech world…

But the most interesting news of the week came out of the Federal Trade Commission, which has managed to track down the insidious credit card penny scams. It's a mega-million dollar industry in which your stolen credit card number is hit for...well, a few pennies here and a few pennies there, maybe even a dollar…

Dave McClure

 Seminar to Help Firms Get Their Clients Online

June 25, 2010 

Seminar to Help Firms Get Their Clients Online

Technology and business experts have long been proclaiming the benefits of “the cloud” – getting business online can help with productivity and efficiency, and also help control costs. From the professional accountant’s perspective, having clients that use web-based programs and collaboration tools can also greatly streamline in-firm workflow processes and help the practice be more...…

Isaac M. O'Bannon