CPA Technology Advisor Newsletter
2007 Readers' Choice Awards

2007 Readers' Choice Awards

Express your devotion to the various technologies that help you and your clients succeed. Vote today. We will share the results with you in our January/March 2008 issue and on our website.

Take the 2007 Readers' Choice Awards Survey


REVIEWS FOR YOUR FIRM

Time & Billing Programs
Time Is Your Asset: Manage It Wisely
By Matthew Altman & Isaac M. O'Bannon, Technology Editor
Time, both yours and the cumulative work time available among the professionals in your firm, is an ever dwindling substance. The programs in this review are designed to help manage and track time, assist with planning and, most importantly, make sure you get paid.

Client Write-Up Systems
Write-Up and Sanity are not Mutually Exclusive
By Isaac M. O'Bannon, Technology Editor
Write-up is a cornerstone service for many professional practices, and has been for a long time. This service encompasses various tasks, including reconciling accounts, entering transactions, invoices and periodic expenses, applying depreciation, and ultimately producing financial statements that explain the fiscal health of the client. There's a new light on the horizon, though. Unified Professional/Client Accounting has the potential to simplify write-up, decrease client errors and speed up service. And with no data import or file transfers. Is it just a dream?



Don't miss these upcoming webcasts from The CPA Technology Advisor:
Webcast Logo
Nov 1 Revenue Opportunities for Tax Preparers with Tax Planning: How to Use Tax Planning to Boost Profits and Delight Clients
Nov 13 Move Your Firm One Step Closer to Paperless
Nov 20 Emerging Technologies for Accounting Firms and Their Clients
Dec 4 Learn how to verify names and numbers with Social Security


REVIEWS FOR YOUR CLIENTS

Point-of-Sale Systems
POS Products Provide Proficiency for Retailers
By Mary Girsch-Bock
Every retail-focused business has different needs when it comes to their point-of-sale software and hardware, but customization capabilities are always important. This review looks at various aspects that a business should consider prior to making an implementation decision.



FEATURES

Business Valuation: A Specialty that Adds to Practice Value
Many professional firms have seen the revenue from tax compliance services dropping as electronic filing and DIY programs have significantly cut into the market and made the service less profitable. So firms have been adding to their arsenal of client offerings, from strengthening payroll services, to providing real estate, brokerage and financial consulting. Another specialty that is growing in demand is business valuation. Experts in this field aid in court cases, business sales and estate matters... and none of these events are slowing down anytime soon.

Productivity In Practice
Family First
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.


Tech2Go

Tech2Go Episode 9

Don't miss episode nine of our fast-paced roundtable discussion of Tech2Go.

Gregory L. Lafollette
Gregory L. LaFollette
Brent Goodfellow
Brent Goodfellow
Dave McClure
Dave McClure
Randy Johnston
Randy Johnston
Sponsored by:
ADP

This month's topics:

  • iPhone and LG Prada Smartphones
  • Special Guest David Wyle, President and CEO or SurePrep, LLC
  • "Scan and Organize" Products
  • Data Backup Options
  • Microsoft Windows Home Server

SmallBusinessConsulting2Go Episode 1

Don't miss the first episode of SmallBusinessConsulting2Go.

Gregory L. Lafollette
Gregory L. LaFollette
Doug Sleeter
Doug Sleeter
SmallBusinessConsulting2Go
Sponsored by:
BillQuick

This month's topics:

  • Background and Introductions
  • About the Sleeter Group
  • QuickBooks Addons
  • Accounting Software Choices

Sample Employment Classified Ads

Career Opportunities for Tax & Accounting Professionals

Recruit 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:
November 22, 2007 4:00pm EST

Contact:
Jenny S. Hallett
920-563-1671
jenny.hallett@cygnuspub.com


Online Exclusives

 

October 2007
In This Issue...


Columnist Corner

Up Front
Time Flies... Are You Having Fun?
By Shari Dodgen, Publisher
How can you make the most of your time? Shari outlines the information in this issue that can help you make sure you have the right tools.

Accountant Tech Talk
Is Your Firm Ready for Managed Services?
By Brent Goodfellow, CPA.CITP, MCSE, MST, MCT
As technology consultants phase into managed service providers, their role is changing. Brent looks at what this means to firm technology infrastructure and how these investments may also be changing as a result.

Tricks & Tips
Know Your Search Engine - Part II: To Find the Right Results, Ask the Right Questions
By Isaac M. O'Bannon, Technology Editor In the second of this two-part column, Isaac provides practical and specific techniques that can help professionals or any user get better and more accurate search results.

Technology IN Practice
IN FIRM: 10 Benefits Of The MPAN Action Pack
By Roman H. Kepczyk, CPA.CITP
How can you benefit from the Microsoft Professional Accountants Network? Roman looks at the system, which is free, but has an optional subscription component that gives firms access to a great collection of mission-critical software. Firms with 10 or fewer staff especially need to check it out.

The QuickBooks Advisor
Awesome QuickBooks Add-Ons for 2008
By Doug Sleeter In his column, Doug reveals the 'Awesome' class of 2008. These products and services enhance QuickBooks and help small and midsize businesses by providing critical support for inventory, e-commerce, CRM, time and billing and other functions.

From The Trenches
Infrastructure Done Right: Part II
By Randy Johnston
In the second of a two-part column on the hardware in professional firms, Randy's checklist of IT network essentials includes servers, workstations, input/output devices, and other items like cameras, VoIP phone systems and mobile devices.

Better Technology For Better Clients
Know Your Office: In Search of Excel-lence
By Lisa Kianoff, CPA.CITP
The latest version of Excel is supposed to bring big new benefits. Of course, there's always the cost of getting used to a new or enhanced version. In this column, Lisa examines the latest features in the newest version of the king of all spreadsheet programs (and some of the features aren't actually new).

The eSecurity Advisor
Web Ads: A New Virus Delivery Method - Part II
By John D. Anderson, CPA.CITP, CIA, MCP, MSA
As soon as you have the security perimeter established, the bad guys find a new way to sneak in. In this second of a two-part column, John describes the perils of web ads as a virus delivery method and why this is important to accountants. He also explains how click-through advertising works and how your PC gets infected.

The Bleeding Edge
The Payroll Paradox
By Dave McClure
Dave sees payroll going the way of typesetters. And while he sees payroll getting more commoditized and less profitable, he believes there's a silver lining: HR services and benefits management.

Final Thoughts
24 Jars of Jam
By Gregory L. LaFollette, CPA.CITP, Executive Editor
Are we happier now that we've got a seemingly unlimited number of options when selecting professional tools, cars, fashions and even jams? No. Too many choices can frustrate unless there is a good way to navigate the choices. But Greg has the answer to at least one decision professional firms have to make: The Document Management Selector, The CPA Technology Advisor's new tool for helping firms navigate the document management solution landscape.


Miss a previous newsletter?
Newsletter Archives

 

The CPA Technology Advisor

The CPA Technology Advisor
110 North Bell, Suite 300
Shawnee, OK 74801
Phone: (800) 456-0864
Fax: (405) 275-3101

Cygnus Business Media