First, I’d like to say thank you to those of you who have followed my columns and presentations for years. I look continuously for companies and products that will help your practices serve clients better while producing better revenue for the firm and the partners.
Many of the vendors who provide services or products to accountants offer network, reseller, community or partner programs. These programs are designed to make it easier for accountants to recommend and support the vendor’s products and services.
The Sleeter Group awards the Awesome Add-Ons each year to products that aid small businesses and their accounting firms by providing enhanced capabilities that integrate with small business accounting systems.
866-379-6636 www.quickbooks.com 2011 Overall Rating 4.5 Best Fit QuickBooks Premier Nonprofit 2011 is best suited for smaller nonprofits that are looking to get organized quickly and inexpensively. Strengths Easy installation & system navigation Numerous tutorials & training videos available Good reporting Affordability Solid budget tracking At-a-glance snapshot of customer activity Potential Limitations Easy to […]
800-388-3038 www.cougarmtn.com 2011 Overall Rating 4.75 Best Fit DENALI is flexible and easily accessible, making it a perfect choice for small to mid-sized nonprofit organizations that desire a scalable and user-friendly product. Strengths Modular design ensures system flexibility Intuitive user interface make system navigation easy Financial & Sales Dashboards Excellent reporting customization options Integration […]
Now that extensions are behind us, and we are helping clients with tax planning, some of you are beginning to look ahead to the coming year and your own personal and business plans. Although a single article won’t necessarily help you build an entire business plan, a few ideas that are incorporated and well executed could make a world of difference for your firm and your clients.
800-765-7777 www.lacertesoftware.com 2011 Overall Rating 4.5 Best Fit Lacerte Tax Planner can be used as a stand-alone program, but it’s best suited for firms using the Lacerte tax preparation system, providing simple data transfer and a familiar interface. Strengths Familiar tabbed interface & navigation Full integration with Lacerte 1040 Integration with Document Management System […]
800-424-2938 www.bnasoftware.com 2011 Overall Rating 5 Best Fit Practices offering individual income tax planning services to clients with varying needs, up to and including high net worth individuals with significantly complex income channels and assets. Strengths Intuitive interface & navigation Comprehensive tax calculations & analyses Up to 20 side-by-side comparisons Excellent reporting & graphical […]