Intersection Live - CPA Technology Advisor

 SBC2Go - Episode 5 [1:01:40m]: Play Now | Play in Popup | Download (1272)

SmallBusinessConsulting2Go
Episode 5
Recorded January 24, 2008
Duration: 1:01:40

• Thanks to our Sponsor: BillQuick

• Things consultants should be doing to streamline clients businesses early in the year:
  1. Add a Merchant Account to QuickBooks (Innovative Merchant Solutions (IMS), www.Authorize.net, (Local Bank). Best integration with QuickBooks for over-the-counter, or phone orders is IMS.
     • a) QuickBooks Merchant Account Solutions - Features in the QB software that handle charging credit cards, batching, and reconciliation
     • b) If using outside merchant account, decide on data integration methods
       • IIF import if supported by web store or payment gateway
       • T-Hub for web stores http://www.atandra.com/Prod_THub.htm
       • Data Flow Manager http://www.atandra.com/Prod_DFM.htm
       • Data Mover http://www.personable.com/datamover/overview.asp
       • Credit Card Charger http://www.atandra.com/Prod_CreditCardCharger.htm for Authorize.net
  2. Begin using online Billing Solutions to improve collections
  3. Integrate Web Store receipts with QB.
• Awesome Addon for January – http://www.Paycycle.com- Guest Julie Lubetkin julie_lubetkin@paycycle.com

• Next recording: February 20, 2:30PM EDT

• Questions or Comments?
  • 1-800-456-0864 x2106

 AFS2Go - Episode 3 [0:49:58m]: Play Now | Play in Popup | Download (471)

Gregory L. LaFollette, CPA.CITP

David Cieslak, CPA.CITP GSEC

Accounting Firm Security 2 Go
Episode 3
Recorded: January 24, 2008
Duration: 0:49:58

Portals:

• http://cs.thomson.com/portals/
• http://accountantsworld.com/desktopdefault.aspx?page=solutions
• http://www.microsoft.com/sharepoint/default.mspx
• http://www.mangosoft.com/products/mangomind/
• http://www.jungledisk.com/
• http://www.doc-it.net/
• http://www.acct1st.com/
• http://www.interwoven.com/
• www.Intuit.com
• http://tax.cchgroup.com/documentasp/default

File Transfer:

• http://www.pkware.com/
• www.postini.com
• www.google.com
• www.relakks.com

• Next Recordings
  • SBC2Go - February 20, 2008
  • Tech2Go - February 20, 2008
  • AFS2Go - February 20, 2008

• Questions or Comments?
  • 1-800-456-0864 x2106

 Tech2Go - Episode 13 [1:00:43m]: Play Now | Play in Popup | Download (543)

Tech2Go is a fast-paced roundtable discussion with Executive Editor Gregory L. LaFollette,CPA.CITP, and regular columnists Brent Goodfellow, Dave McClure and Randy Johnston.

These thought leaders tackle current technology issues impacting the tax and accounting profession.

Gregory L. LaFollette CPA.CITP

Brent Goodfellow CPA.CITP, MCSE, MST, MCT

Randy Johnston

Dave McClure

Tech2Go Show Notes
Episode 13
Recorded January 24, 2008
Duration: [1:00:43]

• Thanks to our Sponsor: ADP

• CCH and Thomson engagement products are both up to date with Office 2007
• Office 2007 Interactive Guides
• Patrick Schmidt RibbonCustomizer
• Office 2007 Student Edition
• The CPA Technology Advisor 2nd Annual Author Appreciation Dinner
• Microsoft Surface
• Microsoft Home Server
• ATX/Taxwise Support Consolidation
• Practice CS
• OfficeTools Pro
• Time Matters / Billing Matters
• FirmWorks
• Thomson Virtual Office
• RealTime Data Services
• Goldmine
• ACT
• Paul Thurott

• Next Recordings
  • Tech2Go on TalkShoe – February 20, 3:30pm EDT
  • AFS2Go on TalkShoe – February 20, 2008

• Questions or Comments?
  • 1-800-456-0864 x2106

 DMA2Go-Episode-1 [0:50:55m]: Play Now | Play in Popup | Download (886)

DMA2Go Show Notes
Episode 1
Recorded January 11, 2008

Today’s show is an introduction of both John Higgins and the series as a whole. We’ve had
many, many questions in the DMS (Document Management System) area and consequently thought
it wise to dedicate a podcast series specifically to that area. We’ll discuss the role of
DMS, evaluation factors, various solutions, scanning options, workflow, portals, Adobe, etc.

John Higgins, CPA.CITP

Document Management Selector

Question from reader in South Carolina about file and folder naming conventions

Question from listener (live) regarding scanner selection.

• Fujitsu
• Canon
• Abbyy
• VRS

Next recording date: February 15, 2008 9:30am CST Topic: Document MANAGEMENT vs. Document STORAGE / Vertical vs. Horizontal solutions

 Tech2Go - Episode 12 [1:04:02m]: Play Now | Play in Popup | Download (3)

Tech2Go is a fast-paced roundtable discussion with Executive Editor Gregory L. LaFollette,

CPA.CITP, and regular columnists Brent Goodfellow, Dave McClure and Randy Johnston. These

thought leaders tackle current technology issues impacting the tax and accounting profession.

Tech2Go Show Notes
Episode 12 - And Now We’re a YEAR Old!
Recorded December 19, 2007
Duration: 1:04:02

• Thanks to our Sponsor: ADP

• Mobile Workers – What’s in the Bag?
  • Randy’s Bag: From the School of Hard Knocks
    • Never check bags – everything is carry-on!
    • Must be AS PRODUCTIVE on the road as at your desk
    • Battery rechargeable scanner – Planon Scanner
    • Fujitsu ScanSnap S300
    • Zip-Linq Retractable Cables
    • Cellular data card – Sprint / Verizon
    • USB Hard Drive – Muse Thermalike
    • Digital camera
    • Shure headset
    • JLab speakers
    • NEC NP60 projector
    • Plantronics 910 cordless headset
    • Bose noise cancelling headphones
    • iPod
    • Ethernet cable
    • USB presentation clicker
    • Travel mouse
    • USB hard drive
    • Sony CyberShot camera
    • Targus retractable cable system
    • PCMCIA rechargeable mouse – MoGo Mouse
    • Corkscrew
    • Kensington cables
    • Hartmann bag / Targus bag / Swiss Army Bag

• Portals: Any website that requires a username and password to deliver a specialized set of content
  • Thomson seems to be market leader
  • GoFileRoom
  • CCH / Acct1st / DocIt
  • Sharepoint

• Microsoft Server 2008
  • Topic of the Month: Network Access Protection

• Online tech ordering
  • watch for best INFORMATION from REPUTABLE dealers
    • www.Crutchfield.com
    • www.Amazon.com
    • www.NewEgg.com
    • www.MicroCenter.com
    • www.CNet.com
    • www.pricescan.com
    • www.Dell.com
    • www.HP.com

• Next Recordings
  • Tech2Go on TalkShoe – January 24, 2008 10:30AM EST
  • SBC2Go on TalkShoe –January24, 2008 1:30PM EST
  • AFS2Go on TalkShoe –January22, 2008 2:00PM EST

• Questions or Comments?
  • 1-800-456-0864 x2106

 SmallBusinessConsulting2Go - Episode 4 [54:35m]: Play Now | Play in Popup | Download (568)

SmallBusinessConsulting2Go

Episode 4 - Will 2008 be the Year of ASPs?

Recorded December 19, 2007

Duration: 0:54:35

• Thanks to our Sponsor: BillQuick

• Payroll
  • Good time to evaluate payroll options for clients
  • What are the options that are top contenders?
    • Old Guard, full-service payroll service companies
      • Paychex, ADP, PrimePay
    • Payroll Software Choices
      • QuickBooks Basic, Enhanced, Assisted Payroll
    • Online Top Choices
      • PayCycle, Accountant’s
        World, Thomson, Intuit Online Payroll (new)

• Key Questions accountants should consider:
  • Who handles the payroll? Client, Accountant, or “shared duties”?
  • Use online system or desktop/lan based?
  • Does accountant want to “make money” performing payroll services as part of the business focus?
  • Does accountant want to “make money” referring payroll service solutions?
  • How often does accountant need/want access to payroll data or reports?

• Key recommendations
  • Job Costing is good reason to use integrated payroll
  • Worker’s Comp calculations and accruals is best to outsource

• Awesome Add-on : CPAASP.Com

• Adding a Merchant Account to QuickBooks
  • Using online Billing Solutions to improve collections
  • Integrating Web Store receipts with QB.

• Awesome Add-on for January
  • PayCycle – Special guest — Julie Lubetkin

• Next Recordings
  • Tech2Go
    on TalkShoe – January 24, 2008 10:30AM EST
  • SBC2Go
    on TalkShoe –January
    24, 2008 1:30PM EST
  • AFS2Go
    on TalkShoe –January
    22, 2008 2:00PM EST

• Questions or Comments?
  • 1-800-456-0864 x2106