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Account Reconciliation Software


2014 Review of Virtual CFO Platforms (aka, Cloud Write-Up)

The transition away from traditional, after-the-fact client write-up systems and to collaborative, real-time financial reporting systems has taken many years, but we are starting to see the outline of the systems of the future. Cloud-based software will be used to help practitioners and clients work together on a business, and will yield results which are more timely and less compliance-oriented than traditional write up products.

Brian Tankersley, CPA.CITP, CGMA

2013 Review of QuickBooks Online Accountant

Intuit, Inc. – QuickBooks Online Accountant800-267-8379 Best Fit: Professionals seeking a web-based professional write-up solution that integrates directly with their clients’ versions of QuickBooks Online. Strengths Multiple client management in single online program Accountant Center with tools for books review and clean up Simple connection to clients’ QuickBooks Online Reporting options include PDF, Excel output […]

Isaac M. O'Bannon