May 27, 2013
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
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
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
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
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
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
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
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
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
Utah accounting firm Tanner LLC has appointed Dan Griffiths as Director of Strategic Planning for the firm’s Leadership Solutions Practice.
May 21, 2013
Judge orders CPA firm to pay to reimburse costs incurred because firm took more than two years to turn over some documents.
May 21, 2013
Two decades ago, Renee Philbrook was a stay-at-home mom with six children and a home-based bookkeeping business. Today, she is CEO of a mini accounting empire servicing small to corporate clients from Maine to Oklahoma.