http://www.cpatechnologyadvisor.com/intersection Welcome to Intersection LIVE where Executive Editor of The CPA Technology Advisor, Greg LaFollette, and his guests, update you on the latest news, trends and products from the intersection of technology and public accounting. Fri, 15 Aug 2008 17:43:44 +0000 http://wordpress.org/?v=2.3.3 en ©Greg LaFollette CPA.CITP 2003-2006 http://www.cpatechnologyadvisor.com/intersection/feed/ rhonda.dennis@cygnusb2b.com (Greg LaFollette CPA.CITP) rhonda.dennis@cygnusb2b.com 1440 CPA, accounting, technology, tax We Live at the Intersection of Technology Public Accounting Welcome to Intersection LIVE where Executive Editor of The CPA Technology Advisor, Greg LaFollette, and his guests, update you on the latest news, trends and products from the intersection of technology and public accounting. Greg LaFollette CPA.CITP Greg LaFollette CPA.CITP rhonda.dennis@cygnusb2b.com No no http://www.cpatechnologyadvisor.com/intersection/wp-content/plugins/podpress/images/powered_by_podpress.jpg http://www.cpatechnologyadvisor.com/intersection 144 144 http://www.cpatechnologyadvisor.com/intersection/2008/08/15/sbc2go-episode-11-financial-statement-preparation-tools/ http://www.cpatechnologyadvisor.com/intersection/2008/08/15/sbc2go-episode-11-financial-statement-preparation-tools/#comments Fri, 15 Aug 2008 15:44:26 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/08/15/sbc2go-episode-11-financial-statement-preparation-tools/ http://www.cpatechnologyadvisor.com/intersection/2008/08/15/sbc2go-episode-11-financial-statement-preparation-tools/feed/ 00:55:51 Recorded on August 13, 2008 Voice mail for questions / comments / etc: 800-456-0864 ext 2106Regular Guests: Doug Sleeter – www.Sleeter.com Special Guest: Andrew Bates --- www.Softrak.com Product ... Recorded on August 13, 2008 Voice mail for questions / comments / etc: 800-456-0864 ext 2106Regular Guests: Doug Sleeter – www.Sleeter.com Special Guest: Andrew Bates --- www.Softrak.com Product name: Adagio FX -- www.softrak.com/products/adagio/fx.php Thanks to our Corporate Sponsor: ADP Sponsored by: www.ARConnection.com Next recording of SBC2Go (Episode # 12) will be September 19, 2008 at 2:00pm EDT on www.TalkShoe.com Small Business Consulting 2 Go Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/08/11/sbc2go-manufacturing/ http://www.cpatechnologyadvisor.com/intersection/2008/08/11/sbc2go-manufacturing/#comments Mon, 11 Aug 2008 16:15:42 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/08/11/sbc2go-manufacturing/ http://www.cpatechnologyadvisor.com/intersection/2008/08/11/sbc2go-manufacturing/feed/ 00:49:51 Thanks to our Corporate Sponsor: ADP Doug Sleeter of the Sleeter Group – www.Sleeter.com Sponsored by: www.ARConnection.com Accounting Software Consulting Conference - www.sleeter.com/seminars/2008_ASCC/ David Brown, President of ... Thanks to our Corporate Sponsor: ADP Doug Sleeter of the Sleeter Group – www.Sleeter.com Sponsored by: www.ARConnection.com Accounting Software Consulting Conference - www.sleeter.com/seminars/2008_ASCC/ David Brown, President of MiSys -- www.misysinc.com/ Accountants Guide to Choosing the Right Manufacturing Software -- www.misysinc.com/cpaguide Next recording: Episode # 11 – August 13th 4:30pm EDT Small Business Consulting 2 Go Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/06/27/sbc2go-building-a-webstore/ http://www.cpatechnologyadvisor.com/intersection/2008/06/27/sbc2go-building-a-webstore/#comments Fri, 27 Jun 2008 13:56:02 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/06/27/sbc2go-building-a-webstore/ http://www.cpatechnologyadvisor.com/intersection/2008/06/27/sbc2go-building-a-webstore/feed/ 00:50:25   Gregory L. LaFollette CPA.CITP   Doug Sleeter SmallBusinessConsulting2Go Episode 9 Recorded June 24, 2008 00:50:37 46.1 MB Regular Guest: Doug Sleeter, Principal at the Sleeter Group www.Sleeter.comThe CPA Technology Advisor ...   Gregory L. LaFollette CPA.CITP   Doug Sleeter SmallBusinessConsulting2Go Episode 9 Recorded June 24, 2008 00:50:37 46.1 MB Regular Guest: Doug Sleeter, Principal at the Sleeter Group www.Sleeter.comThe CPA Technology Advisor Reader Survey shows that 57% of practitioners have clients selling products on the Internet. For those having clients doing business internationally it’s 34%. 3 million QuickBooks users and 50,000 QB ProAdvisors Intuit QuickBooks web connector --- http://support.quickbooks.intuit.com/support/pages/knowledgebasearticle/1007971 www.eBay.com www.Amazon.com PDG Software VP Doug Blackburn [www.pdgsoft.com] Product: PDG Commerce 866-433-4734 Partners: http://www.pdgsoft.com/partners.htm Fishbowl inventory : www.fishbowlinventory.com Avalara Tax: www.avalara.com ACCTivate from Alterity : www.acctivate.com ProStores: www.prostores.com www.NetworkSolutions.com www.GoDaddy.com Episode # 10 will record live on Tuesday, July 22, 2008 at 1:30am EDT at www.TalkShoe.com. Topic will be manufacturing add-ons and will feature MISys SBM Small Business Consulting 2 Go Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/05/15/sbc2go-episode-8/ http://www.cpatechnologyadvisor.com/intersection/2008/05/15/sbc2go-episode-8/#comments Thu, 15 May 2008 20:28:43 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/05/15/sbc2go-episode-8/ http://www.cpatechnologyadvisor.com/intersection/2008/05/15/sbc2go-episode-8/feed/ 00:45:51 Small Business Consulting 2 Go Episode # 8 – “Point of Sale” Recorded live at www.TalkShoe.com --- running time 45:13 Featuring Doug Sleeter of The Sleeter Group (www.Sleeter.com) Guest: ... Small Business Consulting 2 Go Episode # 8 – “Point of Sale” Recorded live at www.TalkShoe.com --- running time 45:13 Featuring Doug Sleeter of The Sleeter Group (www.Sleeter.com) Guest: Leslie Capachietti of Automated Financial Solutions, Inc. (www.afsbooks.com) www.attitudepositive.com works with QuickBooks and Peachtree Next episode will be recorded on June 24th at 11:00am CDT Voice mail at 800-456-0864 ext 2106 Small Business Consulting 2 Go Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/03/28/sbc2go-episode-7/ http://www.cpatechnologyadvisor.com/intersection/2008/03/28/sbc2go-episode-7/#comments Fri, 28 Mar 2008 13:46:33 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2008/03/28/sbc2go-episode-7/ http://www.cpatechnologyadvisor.com/intersection/2008/03/28/sbc2go-episode-7/feed/ 00:01:01 Gregory L. LaFollette CPA.CITP Doug Sleeter SmallBusinessConsulting2Go Episode 6 Recorded March 16, 2008 Duration: 0:53:13 48.7 MB The Sleeter Group Intuit QuickBooks Microsoft Office Accounting Sage Peachtree The Sleeter Group Annual Co Gregory L. LaFollette CPA.CITP Doug Sleeter SmallBusinessConsulting2Go Episode 6 Recorded March 16, 2008 Duration: 0:53:13 48.7 MB The Sleeter Group Intuit QuickBooks Microsoft Office Accounting Sage Peachtree The Sleeter Group Annual Conference Awesome Add-ons www.TalkShoe.com Next recording May 8, 2008 4:00pm CDT Rotary GSE Velocity Inventory Fishbowl MISys SBM Manufacturing ACCTivate! Inventory Management All Orders by NumberCruncher OCBOA Grant Kimball – VP Sales Marketing, Fishbowl Inventory Small Business Consulting 2 Go Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/02/27/sbc2go-episode-6/ http://www.cpatechnologyadvisor.com/intersection/2008/02/27/sbc2go-episode-6/#comments Wed, 27 Feb 2008 15:42:24 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2008/02/27/sbc2go-episode-6/ http://www.cpatechnologyadvisor.com/intersection/2008/02/27/sbc2go-episode-6/feed/ 1:00:04 Gregory L. LaFollette CPA.CITP Doug Sleeter SmallBusinessConsulting2Go Episode 6 Recorded February 20, 2008 Duration: 1:00:04 56.3 MB Thanks to our Sponsor: BillQuick Doug Sleeter Electronic Invoicing and Statements Improve effi Gregory L. LaFollette CPA.CITP Doug Sleeter SmallBusinessConsulting2Go Episode 6 Recorded February 20, 2008 Duration: 1:00:04 56.3 MB Thanks to our Sponsor: BillQuick Doug Sleeter Electronic Invoicing and Statements Improve efficiency and reduce AR turnaround by emailing invoices, statements, etc. Set up QB Merchant account to allow customers to pay online QuickBooks workflow is seamless and easy to setup and teach the bookkeeper Online Credit Card Downloads (for purchases) Download credit card charges from virtually any credit card company (Amex, VISA, M/C), and have QB enter the transaction into your Credit Card Liability account. Easy, but some of the work flow requires user interaction. You can set up “aliases” to map vendor names to existing vendors in your list. QuickBooks learns how to code transactions as you enter more transactions. Reconciliation of credit cards is simpler, faster, more accurate Awesome Add-on for February: BillQuick from BQE Software, President Shafat Qazi, 888-245-5669 Pillars of concentration: IT Consulting, Architects Engineers, Legal, Accounting User conference: Las Vegas, June 26, 2008. Next recording March 13, 2008 12:00pm Central Small Business Consulting 2 Go Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/01/30/sbc2go-episode-5/ http://www.cpatechnologyadvisor.com/intersection/2008/01/30/sbc2go-episode-5/#comments Wed, 30 Jan 2008 16:59:25 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2008/01/30/sbc2go-episode-5/ http://www.cpatechnologyadvisor.com/intersection/2008/01/30/sbc2go-episode-5/feed/ 1:01:40 Gregory L. LaFollette CPA.CITP Doug Sleeter 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 ea Gregory L. LaFollette CPA.CITP Doug Sleeter 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: 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 Begin using online Billing Solutions to improve collections 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 Small Business Consulting 2 Go Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/01/03/sbc2go-episode-4-will-2008-be-the-year-of-asps/ http://www.cpatechnologyadvisor.com/intersection/2008/01/03/sbc2go-episode-4-will-2008-be-the-year-of-asps/#comments Thu, 03 Jan 2008 21:06:14 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2008/01/03/sbc2go-episode-4-will-2008-be-the-year-of-asps/ http://www.cpatechnologyadvisor.com/intersection/2008/01/03/sbc2go-episode-4-will-2008-be-the-year-of-asps/feed/ 54:35 Gregory L. LaFollette CPA.CITP Doug Sleeter 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 ... Gregory L. LaFollette CPA.CITP Doug Sleeter 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 Small Business Consulting 2 Go Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2007/12/05/sbc2go-episode-3/ http://www.cpatechnologyadvisor.com/intersection/2007/12/05/sbc2go-episode-3/#comments Wed, 05 Dec 2007 17:51:19 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2007/12/05/sbc2go-episode-3/ http://www.cpatechnologyadvisor.com/intersection/2007/12/05/sbc2go-episode-3/feed/ 00:48:46 Gregory L. LaFollette CPA.CITP Doug Sleeter SmallBusinessConsulting2Go Episode 3 - December 2007 Recorded: November 21, 2007 Duration: 0:48:46 Thanks to our Sponsor: BillQuick Thomson User Conference It was in Hawaii, f Gregory L. LaFollette CPA.CITP Doug Sleeter SmallBusinessConsulting2Go Episode 3 - December 2007 Recorded: November 21, 2007 Duration: 0:48:46 Thanks to our Sponsor: BillQuick Thomson User Conference It was in Hawaii, from November 4-7 Year-End Cleanup Configure settings in QuickBooks, Peachtree or other accounting software Get your fixed assets identified Consulting Tips UPS and FedEx have online shipping tools that software can hook into to automate shipping and print postage, labels, etc. Awesome QuickBooks Addons Alterity, Inc. – Acctivate! – Advanced inventory and distribution product Next month: Online accounting CPAASP.com (Not an actual addon, but still very useful) Next Recordings Tech2Go on TalkShoe – December 20, 2007, 5:20 PM EST SBC2Go on TalkShoe – December 19, 2007, 4:00 PM EST AFS2Go on TalkShoe – December 13, 2007, 12:00 PM EST Questions or Comments? 1-800-456-0864 x2106 Small Business Consulting 2 Go Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2007/11/19/sbc2go-episode-2-quickbooks-add-ons-quickbooks-2008-and-pci-compliance/ http://www.cpatechnologyadvisor.com/intersection/2007/11/19/sbc2go-episode-2-quickbooks-add-ons-quickbooks-2008-and-pci-compliance/#comments Mon, 19 Nov 2007 15:44:52 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2007/11/19/sbc2go-episode-2-quickbooks-add-ons-quickbooks-2008-and-pci-compliance/ http://www.cpatechnologyadvisor.com/intersection/2007/11/19/sbc2go-episode-2-quickbooks-add-ons-quickbooks-2008-and-pci-compliance/feed/ 00:54:10 Gregory L. LaFollette CPA.CITP Doug Sleeter SmallBusinessConsulting2Go Show Notes Episode 1 - November 2007 Recorded October 29, 2007 Duration: 0:54:10 SBC2Go Podcast Sponsor: BillQuick BillQuick ... Gregory L. LaFollette CPA.CITP Doug Sleeter SmallBusinessConsulting2Go Show Notes Episode 1 - November 2007 Recorded October 29, 2007 Duration: 0:54:10 SBC2Go Podcast Sponsor: BillQuick BillQuick – from BQE Software Sleeter Group Conference Awesome QuickBooks Add-ons for 2008 BillQuick – Time billing add-on What's new in QuickBooks 2008? Official Intuit webpage on new features Accountants edition will allow you to toggle back and forth through different screens of different versions Intuit's Pro Advisor Program Includes: Premier Accountant Edition 2008 Enterprise Solutions: Accountant Edition 8.0 PCI Compliance Standards Intuit offers Microsoft Outlook Integration Allows sending of email invoices Dave Kvederis of BankServ New leadership at Sage Next Recordings Tech2Go on TalkShoe – November 20, 2007 SBC2Go on TalkShoe – November 21, 2007, 2:30 EST AFS2Go on TalkShoe – November 21, 2007, 12:00 EST Questions or Comments? 1-800-456-0864 x2106 Small Business Consulting 2 Go Greg LaFollette CPA.CITP no No