Marty spent 11 years as an auditor at PricewaterhouseCoopers and other regional CPA firms. In 2006, he founded CPA Service Group, which develops SaaS applications for CPA firms. In 2008, he started Highterrace, developers of custom web-based software applications for all types of commercial business (franchises, manufacturing, energy, learning, accounting, etc.). In addition to his software development efforts, Marty continues to provide accounting and finance consulting services to select clients.
April 15, 2020
At last, The Treasury issued guidance related to self-employed individuals and how the Paycheck Protection Program (“PPP”) applies to them. If you remember, the initial CARES Act language included 1099s as part of payroll costs for small businesses ...
August 22, 2017
Two words, consistency and focus. We all talk about providing tax planning services, even our websites talk about tax planning and tax consulting services. The harsh reality is that most CPAs only dream of having the time to do tax planning.
September 5, 2014
Every firm, no matter the size, should be using either an engagement (audits, review, compilations, etc.) or trial balance (write-up work) system. In the past, engagement and trial balance software packages were “islands” of information that did not communicate very well with other systems. The first integrations were with other tax preparation systems. Now that...…
September 5, 2014
800-968-8900 CS.ThomsonReuters.com 2011 Overall Rating 4.25 Best Firm Fit Firms that utilize PPC Practice Aids should consider this product. The seamless integration with the PPC Practice Aids will allow for increased productivity and quality during the execution of engagement tasks. Strengths Integration with PPC Practice Aids Integration with other Thomson Reuters products, including...…
September 5, 2014
CCH, a Wolters Kluwer business – ProSystem fx Engagement 800-739-9998 CCHGroup.com From the August 2011 Review of Engagement & Trial Balance Systems Best Fit: Firms that are trying to maximize overall engagement efficiency with integration with other CCH and third-party applications. Basic System Functions: CCH ProSystem fx Engagement uses a familiar Microsoft Explorer user...…
September 5, 2014
The CCH ProSystem fx Trial Balance product is an “after the fact” trial balance and accounting product that allows multiple users to access files. The product is best suited as a tool for client write-up where the bookkeeping is performed in another application, as the product does not include the subsidiary ledgers normally included in...…
September 5, 2014
800-267-1317 www.caseware.com 2011 Overall Rating 4 Best Firm Fit: Firms that are looking to gain significant efficiencies in their financial reporting (no matter the size of the firm). Strengths User interface & intuitive workflow Strong financial reporting module SmartSync’s fast “real-time” collaboration Potential Limitations: No web hosted version currently available Summary & Pricing...…
September 5, 2014
6363 Over the past two decades, payroll processing has had an ebb and flow relationship with many professional practices. Small and mid-sized business owners or management either try to manage payroll themselves without assistance, or they instinctively turn to their public accountant. In the first case, most will inevitably face penalties for missing due dates...…
July 13, 2011
800-968-8900 CS.ThomsonReuters.com The Thomson Reuters Trial Balance CS product is a working trial balance accounting product that allows multiple users to access the file. When paired with the Thomson Reuters Engagement CS product, many features are added, including the engagement workflow and binder. The primary limiting feature on this product is that it only allows...…
July 13, 2011
800-567-4500 www.pendock.com Accounting for Practitioners is a one-of-a-kind “after the fact” package used for write-up and trial balance engagements. It is a Microsoft Excel-based product that is essentially an Excel plug-in (2003 and newer versions). The user downloads the software on their individual computer and creates files for each engagement. The files can be saved...…
