Accounting February 28, 2026
Voting Opens for 2026 Readers’ Choice Awards!
Voting in the 2026 Readers’ Choice Awards is now open. Readers can vote for the programs, hardware, services, and other technologies they use and trust.
June 29, 2013
After Supreme Court ruling, same-sex couples should examine finances, hire a tax pro
Now that the high court has struck down the Defense of Marriage Act, people like Cohen have a slew of financial questions as federal agencies and employers begin working out how the Supreme Court's ruling might change decisions made at kitchen tables across the country.
June 28, 2013
Embrace Consumerization!
Oh the glory days of IT – the calculator, the brick mobile phone, the fax machine! Remember back when new technologies got their start in business markets?
June 28, 2013
Strategic Partner Retreats … It All Starts with a Vision
We just completed the first Strategic Partner Retreat as I write this. This was the first in our series of three, and was hosted in balmy Tampa, Florida. I’m happy to report that we presented to a room full of firm partners and several of their trusted administrators—al eager to learn how to elevate their…
June 28, 2013
Blowing in the Wind
Do you feel the winds of change blowing? Do you feel the impact of the cloud on your life? If not yet, you soon will. When I founded my first company PayCycle, I thought the web was all about anytime, anywhere access.
June 28, 2013
The Accountant’s Second Most Important Financial Statement
Business owners don’t have a boss to give them feedback, so many use their annual Profit & Loss (P&L) statement as their performance evaluation.
June 28, 2013
A Successful Practice is Built on a Solid Foundation of Knowledge, Service and Technology
The key is finding new ways to work more productively, of course. To do that requires constant evaluation and oversight of firm workflow and finding the right tools and best practices that meet the needs of the firm and its clients.
June 28, 2013
Small Business Innovators: How Doug and Sherrill Sleeter are Helping Shape the Profession
I recently sat down with friends Doug and Sherrill Sleeter, founders of The Sleeter Group. Doug and Sherrill have been married for 27 years and have worked together for nearly 20 of those years.
June 28, 2013
Want Better Service from Technology Vendors? Work With Your Account Rep.
Over my 20 year career, I’ve spent an eternity in queues for tech support from a variety of companies. As I write this, I’ve been on hold for 80 minutes during business hours on a weekday to speak to a human about an issue. Dealing with hardware and software support is a hidden cost of…
June 28, 2013
2013 Review of Thomson Reuters ONESOURCE Indirect Tax Global Software Suite
Thomson Reuters ONESOURCE Indirect Tax Global Software Suite888.885.0206 x1 Visit the website From the 2013 Review of Sales & Use Tax systems. Best Firm Fit: In-house corporate tax departments or tax consulting firms who outsource tax compliance for organizations of all sizes who are faced with simple to complex indirect tax needs. Also suited for...…
June 28, 2013
2013 Review of CFS Tax Software, Inc. — CA & NY Sales Tax Preparer
CFS Tax Software, Inc. — CA & NY Sales Tax Preparer800-343-1157www.taxtools.com From the July 2013 Review of Sales and Use Tax systems. Best Firm Fit: Accounting professionals responsible for preparing sales tax returns for small and medium sized businesses with multiple locations in California or New York Strengths User interface is intuitive and easy to...…
June 28, 2013
2013 Review of Avalara — AvaTax
Avalara — AvaTax877-780-4848www.avalara.com From the July 2013 Review of Sales and Use Tax systems. Best Firm Fit: Businesses who must file sales tax, use tax, or VAT returns in multiple jurisdictions across the US, Canada, and over 70 other countries. Firms with clients who are subject to Streamline sales tax requirements (22 states) and want...…
June 28, 2013
2013 Review of Bloomberg BNA Sales & Use Tax Rates & Forms
Bloomberg BNA — BNA Sales & Use Tax Rates and Forms800-424-2938, option 3www.BNASoftware.com From the July 2013 Review of Sales and Use Tax systems. Best Firm Fit: Firms who need a comprehensive source for nationwide sales tax rates and an exhaustive forms library. Strengths Rate tables include all US jurisdictions, and include functions to validate...…