CPA Technology Advisor Newsletter

arrow Help Your Clients Run Their Small Businesses Like
Big Businesses With Today's Technology

By Hendrikus E.J.M.L. van Bulck, Ph.D., CPA/ABV
Whenever I sit down with a client, the question almost always comes up: "What can I do to improve my business?" My answer always starts with: "Run your small business like a big business!" Running a small business like a big business can make a big difference in the bottom line. Today's affordable technology makes lean manufacturing and trading a realistic opportunity for small business.
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arrow Is it Time to Refinance?
When Clients Ask You This Question, Be Prepared

By Isaac M. O'Bannon, Technology Editor
With the heavy media coverage of the recent significant rate cuts by the Federal government, many professional accountants are being asked by their clients whether it's a good time to refinance their mortgage. The answer, of course, is different for each client. Although most public accountants are not mortgage brokers or credentialed financial planners, they seem to be a natural resource for all financial questions. As trusted financial advisors, CPAs and public accountants should be prepared for these questions. But before you have nightmarish visions of spending hours bogged down creating customized amortization schedules for your clients, you need to consider some simple ways to provide advice, or at least a general overview, to your clients.
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2008 Readers Survey

Document Management Product Selector

dms survey

The number of document management products aimed specifically at the public accounting profession abounds. And perhaps it's that expansive array of choices that's paralyzed nearly two-thirds of the public accounting firms in America to the point of inaction, leaving them without the one tool absolutely required as the centerpiece of their journey toward the digital future.

The CPA Technology Advisor's document management solution product selector presents a series of comprehensive questions for you to answer. Your responses will trigger a report upon completion of the survey that suggests three appropriate DMS products for your firm. We believe that this tool will help your firm narrow the available products to those that best fit your stated criteria as you begin your journey into the era of digital documents.

2008 Readers Survey

  • Tech2Go provides a fast-paced roundtable discussion with Executive Editor Greg LaFollette and regular columnists Brent Goodfellow, Randy Johnston and Dave McClure. These thought leaders tackle current technology issues that are impacting the tax and accounting profession.
    Sponsored by ADP
    		•  ADP

  • SmallBusinessConsulting2Go features nationally recognized accounting software expert Doug Sleeter. He and Greg discuss technology, QuickBooks and other small business consulting accounting software, integration, add-ons, online software, and the process of developing and accounting software consulting practice.

  • AccountingFirmSecurity2Go features information security expert David Cieslak. He and Greg discuss security issues like portals, anti-virus, anti-spam, digital certificates and more, all from the perspective of small and medium-sized tax and accounting firms.
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  • DocumentManagementforAccountants2Go (DMA2Go) is our newest monthly podcast series that features Executive Editor Greg LaFollette and the country's foremost document management consultant, John Higgins. John is a CPA and a CITP and has been helping tax and accounting firms move to "the digital world" for over 20 years. He and Greg talk about product and system evaluation factors, scanning, workflow, portals, Adobe Acrobat -- all with a laser focus on the special needs of the practicing accountant.
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    February 2008
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    The CPA Technology Advisor

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

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