Firm Management

June 27, 2012 

Practice management and time management are often viewed as similar functions within an accounting firm. On a surface level view, both will track time and run a variety of time based reports for billing and invoice purposes.

Steven M. Phelan

June 27, 2012 

CaseWare International Inc — CaseWare Time 2011800-267-1317www.caseware.com From the July 2012 review of Practice Management systems. Best Fit: Firms currently using CaseWare products Strengths: Tight integration with CaseWare products Multiple preformatted reports along with strong customization options Built-in sync capability between Outlook/Exchange and client information Potential Limitations: No current cloud based solution Integration generally limited...…

Steven M. Phelan

June 27, 2012 

I’m a big fan of Apple and the late, great Steve Jobs. If you haven’t taken the time to read the book, “Steve,” by Walter Issacson, I highly encourage you to pick up or download a copy and take the time to absorb the numerous lessons offered.

Darren Root, CPA, CITP, CGMA

June 27, 2012 

Whether you already use social media or haven’t started yet, the odds are that you’re doing some things offline or by email that can be leveraged into social-media activities.

Kristy Short, Ed.D.

June 27, 2012 

All things in life change. It is inevitable that we evolve. Accounting solutions are no exception and as with everything else the web is forcing a new species to evolve while old ones become extinct.

Rene Lacerte

June 26, 2012 

The role of IT professionals in tax & accounting firms is changing. More and more firms have either moved to the cloud or are preparing to make the leap.

Jim Boomer

June 21, 2012 

Transzap, Inc., provider of workflow solutions software, recently announced two new executive leadership appointments as part of the company’s growth initiative. Michael Weiss was named Vice President of Software Engineering and Christopher Dinkler was named Vice President of Sales.

Taija Sparkman

June 15, 2012 

A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

Taija Sparkman

June 13, 2012 

Accountability should be a key component of your firm’s internal operations and culture. It’s a pretty simple concept – do what you say you’ll do! The difficult part is maintaining the discipline to hold yourself and your peers accountable for what they said they would do.

Jim Boomer

June 1, 2012 

A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

Taija Sparkman

May 28, 2012 

A Work-Life Balance Feature

Louis Hayner

May 28, 2012 

Column: My Perspective

Darren Root, CPA, CITP, CGMA