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 Five Revenue-Boosting Tips for Accountants During Tax Season

March 7, 2014 

Five Revenue-Boosting Tips for Accountants During Tax Season

As an accountant, one might think managing a business and growing revenue would come naturally. But taking the time to focus on marketing, sales and business development objectives is one of the hardest aspects of building a company. That’s why we wanted to share some proven ideas to help save you time, money and grow…

James Walter

 Checkpoint Learning CPE Courses Available on iPad

February 18, 2014 

Checkpoint Learning CPE Courses Available on iPad

Thomson Reuters has released the latest Checkpoint Learning CPE courses for Apple iPads. With the entire learning experience available on the iPad, from course browsing and purchasing, to course completion and submission, accounting and tax professionals can train while traveling, waiting in line, or whenever they have time and internet connectivity.

 Sage Introduces New Apps for Sales, Service & Billing and Payments

February 14, 2014 

Sage Introduces New Apps for Sales, Service & Billing and Payments

A suite of new apps from Sage North America is now available to business users, the company announced on Tuesday. The mobile solutions, designed to "empower businesses to innovate in the field," are delivered through the new Sage Data Cloud. Sage Mobile Sales and Sage Mobile Service are currently available for download in Apple iTunes.…

Isaac M. O'Bannon

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February 12, 2014 

System Puts Gathering Client Tax Documents on Auto Pilot

It’s the just the beginning of tax season, but most tax professionals likely already have a digital pile of client returns that are “in progress,” and will likely remain that way for weeks or months. Not because the firm hasn’t gotten to them yet, but probably because they are still waiting on clients to send…

Isaac M. O'Bannon

 Online Accounting System Adds Bank Reconciliation

February 11, 2014 

Online Accounting System Adds Bank Reconciliation

Wave (waveapps.com) has released a new bank reconciliation feature to its entire user base. The bank reconciliation feature had already been available to select users who participate in the Wave Labs beta program, as well as to accounting professionals in the Wave Pro Network. Both groups provided invaluable feedback in the feature’s development.

Isaac M. O'Bannon

 How To Improve Productivity With Electronic Document Management

February 11, 2014 

How To Improve Productivity With Electronic Document Management

Effective data management is one of the biggest challenges accounting firms face. Implementing an Electronic Document Management (EDM) system allows companies to reduce costs, improve service, increase productivity, and meet regulatory requirements. Accounting firms who stay with a paper record and filing system are creating a logistical nightmare for themselves, especially during the busy tax…

 New Business Valuation Tool Designed for Accounting Firms

February 11, 2014 

New Business Valuation Tool Designed for Accounting Firms

Financial analysis developer Sageworks has released a new web-based business valuation system called PinPoint. The program is designed to help accounting, private equity and valuation firms determine an accurate and legally-defensible value for private companies.