May 27, 2013
Conquering Tax Season from the Cloud
Forward-thinking firm harnesses the power of leading cloud-based tax solution to ease the pain of tax season…and beyond
May 27, 2013
Dentist Chairs and Tax Books: How Regular Tax Planning Saves an Ohio Dentist from a Painful Tax Bill
When it comes to your teeth, dentists will tell you regular checkups and the proper upfront care are key to preventing horrible toothaches and diseases later on. Turns out the same is true in accounting – a lesson that Jed Kesler, DDS wishes he had learned earlier.
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.
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...…
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...…
May 27, 2013
2013 Review of CCH ProSystem fx Practice Management
CCH, a Wolters Kluwer business—ProSystem fx Practice Management800-739-9998www.CCHGroup.com From the June 2013 review of practice management systems. Best Firm Fit: Accounting firms of any size seeking an on-premise practice management tool. Strengths Uses dashboard interfaces All inclusive solution without need to purchase additional modules Stable and scalable solution for firms of all sizes Potential Limitations...…
May 27, 2013
2013 Review of Thomson Reuters Practice CS
Thomson Reuters — Practice CS800-968-8900CS.ThomsonReuters.com From the June 2013 review of practice management systems. Best Firm Fit: Accounting firms of any size or client focus looking to maintain client projects and information in one location. Strengths Highly customizable interface Multiple dashboards provided Potential Limitations Separate support contract may be required for in-depth program support Practice...…
May 27, 2013
2013 Review of Credenza Software for Practice Management
Gavel & Gown Software Inc. — Credenza Software800-472-2289www.credenzasoft.com From the June 2013 review of practice management systems. Best Firm Fit: Business professionals currently reliant on Microsoft Outlook for tracking client appointments, tasks and projects. Strengths Free version available for general practice management functions Built on top of familiar Microsoft Outlook interface Inexpensive practice management solution...…
May 27, 2013
2013 Review of Deltek Maconomy Public Accounting Solution
Deltek Maconomy Public Accounting Solution800-456-2009www.deltek.com/accounting From the June 2013 review of practice management systems. Best Fit: Accounting firms with 75 or more employees looking to contain all financial, client and engagement management under one solution. Strengths Flexible user interface Role-based to help ensure data integrity Potential Limitations Requires a significant amount of planning for front-end...…
May 22, 2013
Creating a Practice-Wide Culture of Safe Collaboration
For many CPA firms, data leakage is becoming an increasing problem, with the potential to pose truly disastrous results for a company and its clients. For instance, in 2012, a public accounting firm was contracted to perform financial statement auditing services for a client.
May 22, 2013
WeiserMazars Names Abdallah as Senior Advisor
New York-based accounting firm WeiserMazars LLP recently announced that Mahmoud Abdallah, former Chairman and Chief Executive Officer of MISR Insurance Holding Company and Executive Vice President of American Re Group, has been appointed as a Senior Advisor in the WeiserMazars Consulting Practice, effective immediately.
May 22, 2013
Large Utah Accounting Firm Names Director of Strategic Planning
Utah accounting firm Tanner LLC has appointed Dan Griffiths as Director of Strategic Planning for the firm’s Leadership Solutions Practice.