Firm Management

 Accessing Cloud Data: The Leaner, Meaner Racing Bike Approach

May 27, 2013 

Accessing Cloud Data: The Leaner, Meaner Racing Bike Approach

Current market research studies indicate more than 50 percent of small-to-medium sized accounting firms plan on using cloud-based applications over the next few years. For companies with more than 50 employees, that number rises to 90 percent.

 Lean Six Sigma Lessons to Improve CPA Firms

May 27, 2013 

Lean Six Sigma Lessons to Improve CPA Firms

Most of us have read about “lean” processes increasing efficiency while reducing waste, and six sigma setting the highest standards for quality production, but these terms have mostly been applied towards large scale manufacturing environments.

Roman Kepczyk

 Five Steps to Effective Delegation

May 27, 2013 

Five Steps to Effective Delegation

Delegation is an important tool to help free up time, allowing us to focus on the things we do best and that add the most value to the firm. Unfortunately, however, delegation is a tool that too infrequently makes it out of the toolbox.

Jim Boomer

 When Good Applications Go Bad

May 27, 2013 

When Good Applications Go Bad

The fascinating thing about an economic downturn is that it often gives computer users a glimpse into the souls of the vendors they rely on for their software and information.

Dave McClure

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May 27, 2013 

Practice Management Tools Help Build a Smarter, More Productive Firm

The accounting firm of today frequently performs work outside the traditional tax and accounting service offerings and it is critical this data is accurately and timely managed. Practice management software delivers tools required to track all client data, employee time, outstanding projects and a host of other items.

Steven Phelan

 2013 Review of Office Tools Professional — Practice Management 2013

May 27, 2013 

2013 Review of Office Tools Professional — Practice Management 2013

Office Tools Professional — Practice Management 2013661-794-2220www.officetoolspro.com From the June 2013 review of practice management systems. Best Firm Fit: Accounting firms of up to 100 who are seeking a more streamlined workflow for practice management tasks. Strengths Simple, single-screen interface Integrated document management capabilities A la cart integration point options allow firms to customize solution...…

 2013 Review of Commercial Logic — APS Advance Practice Management

May 27, 2013 

2013 Review of Commercial Logic — APS Advance Practice Management

Commercial Logic — APS Advance Practice Management603-643-1900www.CommerciaLogic.com From the June 2013 review of practice management systems. Best Firm Fit: Firms of 50 or more employees looking for a custom solution to maintain staff, client and project data. Strengths Custom configuration to meet accounting firm needs Customized dashboard interfaces Business intelligence software directly integrates Potential Limitations...…