REVIEWS FOR YOUR FIRM
Tax Planning
Tax Planning = Fewer Surprises, Less Stress & Potentially More Money
By Isaac M. O'Bannon, Technology Editor
If you already provide tax compliance services to your clients, adding tax planning is a no-brainer. The tax planning systems reviewed here perform all of the complex calculations, including planned phase-ins and phase-outs, enabling professionals to show their clients what they can expect next April 15. More importantly, it can show them how to minimize their tax liabilities.
Payroll Systems
Taking Ownership of the Client Payroll Relationship
By Isaac M. O'Bannon, Technology Editor
Payroll continues its return to accounting practices, with a variety of programs on the market that let professionals offer any level of service to their clients that they wish. This review looks at after-the-fact and basic systems geared toward firms that offer limited payroll functions to only a few clients, as well as high-end systems that can manage hundreds of clients with massive employee bases. Online functions are also increasingly making their way into payroll with a few systems offering employee self-service functions.
REVIEWS FOR YOUR CLIENTS
Mid-Range Accounting
Bringing Power to Business: Mid-Range Accounting Programs Excel
By Mary Girsch-Bock
The technology options for small and mid-sized businesses have changed drastically since just a few years ago, resulting in full-featured accounting systems that sport features and capabilities barely dreamed of in the past. This review looks at solutions for small and midsize businesses that may have outgrown the capabilities of their off-the-shelf systems.
FEATURES
40 Under 40
Strengthening the Profession
As the accounting profession ages, the gap in experience that resulted from increased education requirements in the early 1990s is growing more and more obvious. In addition to staffing challenges, the profession needs a core of leaders to help guide the profession through the technological changes it will face in the coming years. The 40 Under 40 program recognizes established young accounting professionals and those in fields that support the profession, with nominations coming from their peers.
Productivity In Practice
Happiness Found: Family, Friends, Fly-Fishing & Financial Advising
By Isaac M. O'Bannon, Technology Editor
See how one firm has scored on The CPA Technology Advisor's Productivity Survey and learn more about what practices have worked and not worked for this firm. We hope you'll see your firm in these pages... or at least a firm very much like yours.
Online Exclusive Content
Technology's Impact on Your Staffing Concerns
Technology has to be an integrated and expected part of any accounting firm's operations. Technology provides for methods of doing business that can provide substantial benefits for the attraction and retention of staff. How can tax and accounting firms attract the good, better and best and get them to stay for awhile?
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 Gregory L. LaFollette CPA.CITP |
 Brent Goodfellow CPA.CITP, MCSE, MST, MCT |
 Dave McClure |
 Randy Johnston |
Tech2Go Episode 7
Don't miss episode seven of our fast-paced roundtable discussion of Tech2Go.
Executive Editor Gregory L. LaFollette, CPA.CITP is joined by regular columnists Brent Goodfellow, Randy Johnston, and Dave McClure.
Sponsored by:
This month's topics:
- Engagement Software vs. Trial Balance Software
- Microsoft Exchange Server 2007
- NetSuite IPO
- GPS Navigation Systems
- Upcoming Conferences and Tradeshows
[Running time is 1:06:38]
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Career Opportunities for Tax & Accounting ProfessionalsRecruit tax & accounting professionals to fill your open employment positions! For $395, your employment ad will be placed in the next eNewsletter as well as a special "help wanted" section on The CPA Technology Advisor website. Deadline: Contact: |
Online Exclusives
- Productivity Survey - Free benchmarking tool for you to get your firm's Productivity Score and helpful report
- Accountants Video Network - The cable channel of the Internet just for accountants in public practice
- Webcasts - Register for upcoming educational events and receive Free CPE, plus you can view archived programs
- Podcasts - Check out our newest monthly podcast program, Tech2Go, and call the team with your questions
- Blog from Executive Editor Gregory L. LaFollette, CPA.CITP - Covers the random musings of this thought leader
- Online Buyer's Guide - Relevant search tool for the accounting community where you can search by company name, product name or product category
August 2007
In This Issue...
Columnist Corner
Up Front
What's the Plan, Stan?
By Shari Dodgen, Publisher
As busy as we all are, planning is imperative. Shari outlines how this issue can help.
Accountant Tech Talk
Matrix Revisited
By Brent Goodfellow, CPA.CITP, MCSE, MST, MCT
Virtual reality may not be as grim as depicted in the movie. In fact, Brent discusses how the spread of server virtualization is benefiting businesses by cutting costs, providing more power and capabilities, and decreasing IT infrastructure.
Tricks & Tips
Ignoring the iPhone Hype
By Isaac M. O'Bannon, Technology Editor
It's cool, it's exciting, it's the latest big, big thing … but as a business tool, it doesn't make the grade, yet. Isaac talks about why the iPhone isn't ready for small business or the boardroom.
Technology IN Practice
IN FIRM View on Incidence Response
By Roman H. Kepczyk, CPA.CITP
Data can get lost, systems can go down, fires and storms happen, and countless other things can interfere with your ability to do business. Roman breaks down these potential problems and offers suggestions for preparing and avoiding the worst-case scenarios.
The QuickBooks Advisor
Tuning Performance of QuickBooks on a Network
By Doug Sleeter
The nation's leading QuickBooks guru gives advice on keeping the program running smoothly across networks, including tips on multi-user setup, reducing file sizes and using the system's clean-up utility.
From The Trenches
Mid-Range Accounting Done Right
By Randy Johnston
Better Technology For Better Clients
Be On the Alert
By Lisa Kianoff, CPA.CITP
BAM! That's not just Emeril's catch phrase, it's also the latest trend in keeping with key business indicators. Business Activity Management and Business Intelligence tools are enabling management to truly stay on top of the various factors that affect their business.
The eSecurity Advisor
JavaScript Hacking
By John D. Anderson, CPA.CITP, CIA, MCP, MSA
The bad guys keep coming up with new malicious programs to try to access your and your clients' information, and that means it is more important than ever to keep on top of these issues. John gives some practical advice on what you can do to avoid the pitfalls.
The Bleeding Edge
Saving Telemedicine
By Dave McClure
The medical community is technologically savvy with its instruments and devices but unkempt when it comes to administrative processes, document management and online capabilities. Dave thinks accountants can be their hero.
Final Thoughts
I'll Take Two Pounds of Workflow... To Go!
By Gregory L. LaFollette, CPA.CITP, Executive Editor
With all of the buzz about the word (and marketing term) workflow, Greg decided to figure out what it really means and how workflow management fits into the modern accounting firm. Should it be in the document management system or in a practice management program?
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