Accounting August 4, 2026
Last Call for Innovation Award Nominations: Closes Sept. 8
Nominations are currently being accepted for CPA Practice Advisor's 40 Under 40, 20 Under 40, and Tax & Accounting Tech Innovation Awards.
May 13, 2014
Holistic Accounting – A New Approach
In quiet conversations, the concept of holistic accounting is being examined and considered as the next major trend in client services. In a nutshell, holistic accountant addresses the client as a complete entity and seeks to help in meeting all of their business needs.
May 13, 2014
Tools for Helping Shoebox Clients Get Organized
When I look back on my time in practice, some of the biggest lies I ever told myself related to shoebox clients ever getting more organized on their own. I always wanted to believe that the client wanted to have a more structured organization system for their finances.
May 12, 2014
New SBA Startup Accelerator to Award $2.5M in Grants
The Small Business Administration is launching a $2.5 million competition for accelerators and other entrepreneurial ecosystem models to compete for monetary prizes of $50,000 each. To award the prizes, an expert panel of judges will consider each applicant’s stated mission, founding team members and business goals among other core components. The deadline for applying is…
May 12, 2014
California Small Business Owners Expect Growth
Eighty-six percent of California small business operators believe their businesses are moving in the right direction, and 87 percent expect growth in 2014, according to the third annual small business survey by San Diego-based California Bank & Trust.
May 12, 2014
Private Businesses See Strong Revenue Growth
The state of privately held companies appears to be relatively stable and strong, looking at their performance as shown in balance sheets and income statements. Statements ended in the past year show that businesses are growing sales at an annual rate of 8 percent, a rate that, despite being slightly lower than a year ago,…
May 12, 2014
Get Intentional About Innovation in Your Firm
Innovation and growth are directly linked, and it should be no surprise that the most successful accounting firms commit focus, time, energy, and money to innovative services, processes, and technology.
May 12, 2014
2014 Review of FUND E-Z Nonprofit Accounting Version 10
BASIC SYSTEM FUNCTIONS – 5 Stars FUND E-Z is easily installed in just a few minutes, and potential users are able to download a 30-day demo from the website for a trial run. A recent redesign offers users an easily navigatable ribbon-style menu similar to the ribbons found in the Microsoft Office products. Fully customizable,...…
May 12, 2014
2014 Review of Blackbaud – The Financial Edge
Basic System Functions – 5 Stars The Financial Edge is available as an on-premise product or as a hosted product. Though a robust system, The Financial Edge is easily navigated, with a drop-down menu at the top of the main screen offering access to system modules. A vertical navigation bar offers quick access to all...…
May 12, 2014
2014 Review of Aplos Fund Accounting
BASIC SYSTEM FUNCTIONS: 4.5 Stars 100 percent cloud-based, Aplos requires no product installation, a plus for small nonprofits with limited staff. The main user interface contains several tabs listed vertically on the left side of the screen: Dashboard, Settings, Accounts, Transactions, Contacts, and Reports. Rather than continuing as an App-based system, Aplos made the transition...…
May 12, 2014
2014 Review of AccuFund Accounting Suite for Nonprofits
BASIC SYSTEM FUNCTIONS – 5 Stars Fully scalable, with users able to add to the core system, AccuFund is available in three versions: a traditional desktop version, an online version of the desktop product and AccuFund Anywhere, a cloud-based system which currently offers the core system modules plus Accounts Receivable and Allocation Management(these were both...…
May 12, 2014
2014 Review of Serenic Software – Serenic Navigator
BASIC SYSTEM FUNCTIONS – 5 Stars The web-based version, Serenic Navigator Express, removes the need for Serenic personnel to install and configure the system. System implementation is wizard-driven, with ongoing product support provided by Serenic support staff as needed, though some initial training could be beneficial. Assistance with implementation is available if requested. Using Serenic...…
May 12, 2014
2014 Review of Araize FastFund Nonprofit Accounting
BASIC SYSTEM FUNCTIONS – 4.75 Stars Designed by CPAs, FastFund Nonprofit Accounting is available in both Basic and Premium editions, making it a good fit for smaller nonprofits looking for a product that also offers room to grow. FastFund Nonprofit Accounting can be used with Windows or Mac Operating systems, and all data is secured...…