November 29, 2011
The New Release of Beyond415…a Homerun
New River Innovation, developers of the IRS response solution Beyond415, recently announced major enhancements to the system. Among the long list of upgrades are a new user interface and built-in CPE-certified courses. Other powerful new features were implemented based on user feedback and the company’s focus on offering a solution that supports better year-round service...…
November 14, 2011
Results CRM Announces Major Release – A CRM for Your Clients
Results Software was in attendance at the recently wrapped Sleeter Conference in Las Vegas…and there was much to tell. Within the past few days, the company released the 2012 version of their CRM (client relationship management) Business Suite—both the desktop and web-based versions. The application is an exceptionally robust CRM tool that integrates with several...…
October 7, 2011
New Skills Required for Taking Your Firm Digital
It never ceases to amaze me how quickly things change in my office. And as you know, it requires a steady vigilance to stay in front of change. I spend a great deal of time evaluating the efficiency of my staff and the consistency of strategies implemented across my firm. Both of these areas must...…
September 13, 2011
XpandedReports and SmartVault Integration – Another Step in the Right Direction
XpandedReports, developers of the browser-based reporting add-on application which integrates with QuickBooks, recently announced smart integration with SmartVault, providers of Cloud-based document storage and file sharing solutions. Integration between systems leverages XpandedReports and SmartVault’s bi-directional integration with QuickBooks to deliver a single, streamlined solution that shares a single document management platform. For users, this means...…
August 25, 2011
Online vs. Face Time: Which Reigns Supreme?
With all the talk surrounding portals these days, sometimes we can forget about the importance of real-life, one-on-one face time with our clients. Portals and digital processes have certainly propelled firms in terms of efficiency — there’s no denying the necessity of technology. But in the same breath, I ask you, “Are we losing touch...…
August 9, 2011
Building a Firm for the Next Generation
This year, I celebrated my 50th birthday … and it was quite a turning point. It made me stop and reflect on my career and the vast changes I’ve observed and experienced professionally and personally. During this period of reflection, I was overcome with a powerful drive to change the public’s perception of the tax…
August 1, 2011
QuickBooks Enterprise Solutions Has Moved into the Clouds with the Help of RightNetworks
RightNetworks, the leading provider of QuickBooks hosting, is the exclusive hosting provider of Intuits most sophisticated business management software, QuickBooks Enterprise Solutions. Now, users have remote access to their software, hassle free software maintenance, and ongoing data protection with nightly back-ups. Your clients can easily access their files 24/7 from any location with an internet...…
July 29, 2011
To the Cloud or Not to the Cloud …That Was the Question
I recently returned from the Sage conference in Washington, D.C., where I spent a great deal of time with thought leaders Ron Baker and Ed Kless. Each of us led sessions focused on improving firm operations. Collectively, Ron, Ed and I helped firms think through the many aspects of running a successful business. For example,...…
July 21, 2011
4 Key Value Points for Best-of-Breed Practice Management Applications
Practice Management … So Much More Than Time & Billing For years, the profession has thought of practice management as simply time and billing. This is no longer a sufficient definition. True practice management encompasses the flow of all data in a firm—including contact information, scheduling, project due dates, document management, phone messages, and, yes,...…
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
