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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By Scott Cytron, ABC
Are you a "by-the-book" kind of person, or are you willing to break the rules? Think carefully, because the answer may reveal whether you are open to marketing and branding your firm beyond traditional techniques.
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A Senior Roundtable: What's "New" is "Old" Again
By Scott Cytron, ABC
Now in its fourth year, The CPA Technology Advisor’s 40 Under 40 features a wide range of CPAs, accountants, tax professionals and others who work alongside these professionals. These are up-and-comers - the ones who should actively participate in their firm's succession plan.
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Read more about our 2009 class of honorees in our special 40 Under 40 eBook, available on our website on October 5, 2009. |
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Managing Time & Billing Improves Efficiency
By Marty McCutchen, CPA.CITP
Getting bills out the door faster and better managing work processes are just two of the reasons that a time and billing system can help a professional firm be more efficient.
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Avoiding Penalties is Key to W-2/1099 Reporting
By Isaac M. O'Bannon, Technology Editor
Many small businesses and household employers still lack a system that provides year-end wage and information reporting. Fortunately, there is an abundance of inexpensive systems available specifically for W-2 and 1099 processing.
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Tax Planning Can Help All Filers
By Mary Girsch-Bock
Even routine changes in a taxpayer’s life, such as a new family addition, the purchase or sale of a home, or a retirement distribution can drastically change tax liability. Tax planning services can have a dramatic influence on a client returns, which strengthens relationships.
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Building Blocks to Building Profit: Manufacturing Software Implementations
By Scott Cytron, ABC
Working with manufacturing clients to implement technologies requires a different approach than working with clients to provide assurance services or complete a tax return. Most firms and consultants talk to a defined process to produce consistent results.
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PRODUCTIVITY IN 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.
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The Bleeding Edge