Firm Management December 11, 2025
Client Experience as a Growth Strategy: Moving Beyond Compliance
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
February 17, 2017
Tax Pros Share Top 5 Issues for 2017
The survey covered everything from how they approach possible tax policy changes to the craziest write-offs they’ve seen and the craziest places they’ve completed client taxes. Here are the top five takeaways from the survey for 2017.
February 17, 2017
2017 Review of Xero – Cash Management
Xero is designed for small business owners and offers complete accounting functionality for its users. Xero offers three product versions; Starter, Standard, and Premium, with each version containing more robust functionality. Deployed online, each ...
February 17, 2017
2017 Review of Wave Accounting – Cash Management
Wave is designed for the self-employed, freelancer, or very small business owner. Wave is currently available at no charge, though there is a fee for payroll functionality as well as the ability to accept credit cards. WAVE offers real double-entry ...
February 17, 2017
2017 Review of Sage 50c Accounting – Cash Management
Sage 50c Accounting is the tried and true accounting solution of Sage 50, yet it offers hybrid desktop/cloud accounting features that allow users to work from anywhere, leveraging SageOne and Sage Drive. Ideal for small businesses, Sage 50c enables ...
February 17, 2017
2017 Review of QuickBooks Online – Cash Management
QuickBooks Online is the cloud-based version of the ever-popular QuickBooks. Well suited for small business owners, as well as nonprofit organizations, QuickBooks Online offers complete accounting functionality in its three versions, though they are ...
February 17, 2017
2017 Review of Kashoo – Cash Management
Kashoo is cloud accounting software that is well designed and aimed at the small business owner. Cloud based, Kashoo also offers both iOS and Android apps, and can be used on any device. Pricing is simple, with a single monthly cost for all users.
February 17, 2017
2017 Review of Intacct – Cash Management
Intacct is a cloud-based accounting software product that offers a variety of core financial modules which include AR, AP, GL, Order Management, and a solid Cash Management module. Intacct also offers a variety of add-on modules that can boost cash ...
February 17, 2017
2017 Review of FreshBooks – Cash Management
FreshBooks cash management features are fairly generic, with a basic cash forecasting report available that allows users to track their current billing and expenses, as well as get a handle on current and expected revenues. All transactions entered in ...
February 17, 2017
2017 Review of Acumatica Financial Suite – Cash Management
Acumatica Cloud ERP is a robust accounting system that contains excellent cash management solutions for businesses of all sizes, though the scope of the product makes it a good solution for larger organizations. Acumatica offers industry specific ...
February 17, 2017
2017 Review of AccountantsWorld Accounting Power – Cash Management
Accounting Power, part of Accountants World Suite of products designed specifically for accountants is a comprehensive accounting product designed for accounting firms that offer accounting services directly to clients. Accounting Power offers a ...
February 17, 2017
2017 Review of Thomson Reuters Accounting CS – Cash Management
Thomson Reuters Accounting CS is designed for accounting firms that handle accounting and bookkeeping for their clients. Designed to work with other Thomson Reuters products for accountants, Accounting CS offers solid cash management capability ...
February 17, 2017
2017 Reviews of Cash Management Systems
The accounting professional often views cash management as another piece of the accounting puzzle that can often be handled more effectively by these same professionals. This has never been truer, as more accountants begin to offer cash management ...