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CPA Technology Advisor Newsletter
CCH a Wolters Kluwer business
Practical Tax Professional
Thomson Reuters

Online Tools & Resources

  • Productivity Survey - Free benchmarking tool for you to get your firm's Productivity Score and helpful report
  • Document Management Product Selector - free survey that offers suggestions for document management/storage products that are the best fit for your firm based on your responses
  • Webcasts - Register for upcoming educational events and receive Free CPE, plus you can view archived programs
  • Podcasts - Check out our monthly podcast programs:
  • CPATechViews - A blog covering technology for tax and accounting professionals.
  • Online Buyer's Guide - Relevant search tool for the accounting community where you can search by company name, product name or product category

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Newsletter Archives

The CPA Technology Advisor
420 N. Kickapoo
Shawnee, OK 74801
Phone: (800) 456-0864
Fax: (866)699-8844

Cygnus Business Media

Upcoming July Webcasts! Benefits of Leveraging the Hosted QuickBooks Ecosystem—Improve Business Continuity, Save Time and Save Paper Tax Document AutomationGetting Started With a Paperless Tax Workflow For More Info Go To www.cpatechadvisor.com/webcasts Upcoming FREE CPE-eligible Webcasts 2009 How to Transform Your Client Accounting Services through Cloud Computing and On-Demand Accounting

arrow Putting a Technology Focus on Disaster Planning

By Scott Cytron, ABC
The world remains stunned when it comes to disasters and planning for the inevitable. Between man-made terrorism and natural disasters that came about over the last decade, the attitude changed from "If a disaster occurs" to "When a disaster occurs."
Read more


SurePrep

arrow

arrow An Executive Primer on Business Continuity Planning and Related IT Considerations

By Robert P. Green, CPA.CITP & Rick Mark, CSE
Rick Robert
Many constituents have a legitimate interest in this Risk Management process, from employees and management to owners and investors, and outside parties such as auditors and bankers. As such, why don’t most businesses, particularly those that are not SEC registrants, prioritize this matter?
Read more



arrow Work/Life Balance Series

Saying Yes is Also Saying No
arrowBy Marty McCutchen, CPA.CITP
In part two of his article on maintaining sanity despite work, Marty says you need to start guarding your personal time as if it was your money. In other words, sometimes you’ve got to say no, and it’s okay. Really.
Read more


Document Management Selector

REVIEWS FOR YOUR FIRM

arrow Review of Professional Payroll Systems

Small Businesses Need Professional Payroll Services
By Isaac M. O'Bannon, Technology Editor
With the headaches of compliance issues, frequent tax updates and potential penalties, it’s not a surprise that many small businesses want somebody else to take care of their payroll. Fortunately, there is an abundance of options on the market.
Read more


CPATechViews.com

REVIEWS FOR YOUR CLIENTS

arrow Review of Retail/Point-of-Sale Systems

POS Systems Give Retailers Enhanced Insight & Control
By Mary Girsch-Bock
Point-of-sale systems have come a long way since Mary’s days behind a Woolworth cash register. With touch screen monitors giving instant access to sales, inventory, shipping and other data, managers stay in much better control of their businesses.
Read more


Productivity Survey

PRODUCTIVITY IN PRACTICE

arrow The Family Practice

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.
Read more


GMS Accounting


Columnist Corner

My Perspective
Winning with Payroll
By M. Darren Root, CPA.CITP, Executive Editor

From The Trenches
Handling Disasters in Stride
By Randy Johnston

Business IN Practice
Your Clients Depend on You:
Help Them Make a Plan!
By Rene Lacerte

Real Stories,
Real Solutions

How to Get a New Outlook on Business
By Lisa Kianoff, CPA.CITP

Tricks & Tips
Keeping up with Privacy Policies & User Agreements
By Isaac M. O'Bannon, Technology Editor

Technology IN Practice
7 Keys to Setting up a Successful Portal
By Roman H. Kepczyk, CPA.CITP

The QuickBooks Advisor
QuickBooks Consulting is Only the Beginning:
Streamlining Your Clients' Business Processes
By Doug Sleeter

MarketingWorks
What's 'In' & What's 'Out' with Firm Marketing/PR Programs
By Scott Cytron, ABC