Technology

September 15, 2014 

W. Michael Hsu, CPA.CITP, MSA – 30 Founder & CEODeepSkyIrvine, CA   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) The cloud is old news and while everyone is jumping on the best-of-breed...…

September 15, 2014 

Michael L. Brown, CPA, ABV, CFF – 34 ShareholderJaynes, Reitmeier, Boyd & Therrell, P.C.Waco, TX   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) I believe that succession is the greatest challenge...…

September 12, 2014 

Frequently I hear that cloud technology and anytime/anywhere accounting is here now, it's great, it's what all accountants should be using and encouraging their clients to use, and this new technology will free the accountant to do what he or she was actually trained to do. But exactly what is that? Many accountants, particularly small…

Gail Perry

September 12, 2014 

Online Payroll for Accountants is a fully outsourced, web-based solution designed to process small business payroll. With flat pricing, accounting professionals are able to price their services for optimal profitability. Basic System Functions: 5 Stars Online Payroll for Accountants is a web-based solution designed for collaboration between accounting professionals and their clients. The service is...…

Bill Kennedy

September 12, 2014 

Payroll Relief is a cloud-based payroll solution specifically designed for accounting professionals to offer payroll services to their clients. The solution is focused on quickly processing payroll for a large number of payroll clients. New features this year include a newly redesigned user interface, full support for independent contractor workers, and new tools to enhance...…

Bill Kennedy

September 12, 2014 

Conflict. Whether it is related to decisions about firm management, technology or personnel, most of us try to avoid it like the plague. After all, wouldn’t life be easier if we could just make decisions in a vacuum and not worry about what others thought?

Jim Boomer

September 12, 2014 

Audit re-engineering has been around for decades and delivered significant increases in firm productivity and is now making another quantum leap in improvement by integrating the key tenants of Lean Six Sigma (LSS) into today’s digital audit workflows.

Roman Kepczyk

September 12, 2014 

Payroll is not a four letter word. Human Resources (HR) is an additional opportunity to help clients and tie them closer to your firm and services. While many CPA firms use outsourced services for payroll and HR, technology has made providing these services easier and more profitable.

Randy Johnston

Technology September 12, 2014 

Darrell Layman made a bold move this year, and at the riskiest time: tax season. With a broad vision to significantly increase workflow efficiency across his firm, he transitioned from a desktop document management system to the cloud.

Kristy Short, Ed.D.

September 12, 2014 

This article appeared along with, "Will You Succeed as a 21st Century Accountant?" In this installment, Gail interviewed Jennifer Warawa, VP and General Manager of Sage Accountant Solutions.

Gail Perry

September 12, 2014 

We seem to have reached a point in the accounting profession where accounting firms that want to grow and continue to be successful have embraced the need for technology. In doing so, they are turning over many of the mundane footing and ticking and balancing and reconciling and data entry activities to the software that…

Gail Perry

September 12, 2014 

The small business owner continues to be at the heart of the QuickBooks ecosystem. With every product, service and feature released, Intuit seems to be determined to make the next step even easier than the previous. So, it was no surprise when Intuit launched QuickBooks Financing to help with what remains a big challenge for...…

Taija Sparkman