Mergers and Acquisitions December 5, 2025
CRI Adds DK Partners in Texas
Austin, TX-based accounting and advisory firm DK Partners has joined Carr, Riggs & Ingram in a deal that grows the top 25 firm's presence in the Lone Star State.
July 1, 2013
Ohio CPA Society names new Executive Board, Chairman
Zunich becomes new Chair of the Board; LaPlace honored with prestigious Gold Medal
June 30, 2013
Hey IRS, get off my cloud
In the wake of the resignation of the IRS Commissioner for the agency’s alleged targeting of conservative organizations, there is this chilling IRS policy position that the ACLU recently discovered:
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
Document Management – Should You Think Again?
From the July 2013 Issue. Document management seems to be a recurring theme for my practice this year. It may be because there are so many improvements in products. It could be that document management can be resource intensive to implement and that it raises so many procedural and cultural issues. It could be that...…
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
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
2013 Review of Personable Document Management Suite
Personable Document Management Suite 2013800.688.4281www.personable.com From the July 2013 review of Document Storage systems. Best Firm Fit: Firms who work with the desktop version of QuickBooks, as well as those who would like to set up workflow processes within the firm as well as with clients. Strengths Offers integration with Outlook, Windows Explorer, and QuickBooks....…
June 28, 2013
2013 Review of Intuit Lacerte DMS and Intuit ProSeries DMS
Intuit Lacerte and ProSeries DMS800.765.7777 (Lacerte) – http://accountants.intuit.com/lacerte800.934.1040 (ProSeries) – http://accountants.intuit.com/proseries From the July 2013 review of Document Storage systems. Best Firm Fit: Small tax and accounting firms who use Intuit’s Lacerte or ProSeries tax software and need to store documents associated with tax engagements. Strengths Good direct integration with the Lacerte and ProSeries applications,...…
June 28, 2013
2013 Review of Drake Document Manager
Drake Document Manager800.890.9500www.DrakeSoftware.com From the July 2013 review of Document Storage systems. Best Firm Fit: Firms who use the Drake Enterprises suite of applications for professional tax, accounting, and bookkeeping firms. Strengths Simple to use and included with the budget-priced Drake suite. Good integration with Drake’s add-on services for customers, including GruntWorx tax document organization...…