Retirement June 21, 2026
Does AI Pose a Risk in Retirement Portfolios
Major AI players have complicated, sometimes-circular financial arrangements with each other, many of them built on debt.
September 5, 2014
10 Questions Every Partner Should Ask Their IT Team
The majority of tax and accounting firm partners spent the last few months focused on tax, audit and accounting production, but with the busy season behind us, there is an opportunity to take a look at how processes can be improved during the slower summer months. Partners should use this time to meet with IT...…
September 5, 2014
5 Reasons Not to Block Social Media in the Workplace
The dilemma regarding Internet usage by employees during work hours has long been one of discussion by business owners, human resources professionals, IT professionals and staff. During the late 1990s, the concern was largely that of distrust over the new technology and countless dramatized stories about employers using their computers to access pornography, gambling and…
September 5, 2014
Paradigm Shifts in Accounting Technology
Regardless of how disruptive new innovations are, they are an inevitable characteristic of our evolving business environment, just as innovation is fundamental to human evolution. And it’s smart business to seize opportunities created by these new innovations. Twenty-five years ago, it was a revolutionary idea for a small business owner to purchase a computer and...…
September 5, 2014
Are You Ready for a Smoother Running Firm?
Electronically Stored Information (ESI) has become critical to delivering good client service, higher realization, effective procedures or workflow, and better efficiency. Managing ESI is also critical for controlling risk. If your firm tries to work with ESI the same way you worked in paper, you can expect problems, issues and frustration. If you are working...…
September 5, 2014
XCM Solutions, LLC 2011 Who’s Who
Company Overview Founded by CPAs, XCM Solutions, LLC is the leader in delivering workflow management solutions that empower accounting professionals at firms of all sizes and specialties, and within corporate finance departments, to improve efficiency, productivity and profitability by giving professionals better control over their processes for completing work. Since 2004, the XCM...…
September 5, 2014
Building for Success by Finding the Right Partners
There are as many tips for building a successful practice as there are successful firms, but what they all share are strategies that have led to successful partnerships with outside technology and service providers. In the 21st Century, these technologies and services are more than simple tools or aides, they are integral components of business...…
September 5, 2014
Peachtree 2012: New Tools You Should Know About
One of the problems with getting the average user to adopt new technology is an unnatural fear that they will somehow make a mistake and cause a cataclysmic event that destroys Western civilization as we know it. Although that’s probably a slight exaggeration of the fears that prevent them from trying new features and functions,...…
September 5, 2014
Intacct Corporation — Intacct Online
Intacct Corporation — Intacct Online 877-968-0600 www.intacct.com Best Fit: Entities that have outgrown off-the-shelf programs, require greater integration, subscription-revenue accounting. Ideal for service-based businesses, hospitality industry and technology providers. Also ideal for accounting practices that want to run the system in-house and offer access to clients through portals as a solution provider. Strengths: Exceptional...…
September 5, 2014
CCH, a Wolters Kluwer business — ProSystem fx Document SaaS
800-739-9998 CCHGroup.com 2011 Overall Rating 5 Best Firm Fit: One of the advantages of a SaaS distribution model is that it is less expensive to deploy for smaller organizations because the infrastructure is outsourced and provided through an affordable shared services model. Therefore, ProSystem fx Document SaaS can be deployed in nearly any...…
September 5, 2014
Fine-Tuning Your DMS & Workflow Processes:
There’s no question that tablets are poised to change the DMS landscape with their portability and use benefits. Certainly, they have created a deeper level of interest in the areas of workflow, portals, and document management and exchange, with practitioners trying to figure out how they can best utilize these tools in the mobile world...…
September 5, 2014
How Helping Your Clients Can Help Your Firm
Public accountants wear many hats, ranging from tax professional for individuals and business or nonprofit entities, to bookkeeper, payroll service provider, strategic business consultant and financial advisor, virtual CFO, and even the sleuth role of an auditor. At the same time, you’re a small business owner and employer, too, which means you face many of...…
September 5, 2014
The Mindset of a Leader
Lou Fuoco, Fuoco Group, Certified Public Accountants and Business Advisors The Fuoco Group isn’t your average tax and accounting firm. On one hand, you have the quirky and out-of-the-accounting-box “shall we dance” marketing theme, and on the other you have a collective expertise that spans a broad accounting repertoire. But what really differentiates the firm...…