Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy veteran. Email: isaac.obannon - @ - cpapracticeadvisor.com
April 23, 2016
CCH Axcess offers a comprehensive, cloud-based suite of professional accounting and tax systems that utilize a singular database and can enhance firm productivity across multiple engagement types, and help firms standardize their workflow processes.
April 23, 2016
For our reviews of tax preparation systems, we divide products into two categories: Advanced Workflow and Traditional Workflow. In general, smaller firms would be best served using a “traditional workflow” system, which are designed for more typical ...
February 19, 2016
Technology is at the core of professional accounting firms, and since 1990, this publication has covered the evolution of not on the technology, but also the dramatic changes in workflow processes and productivity.
December 21, 2015
Taxation is no longer a once-a-year engagement, at least not for clients with more than a couple of W-2s and 1099s. Complex and high net worth clients require strategic tax planning, which in turn requires their professional to stay on top of changes ...
December 20, 2015
Despite its name, the system is a powerful workflow system for all areas of an accounting firm’s practice, not just workflow. The system offers a myriad of functions for tracking client engagements status, managing those engagements for productivity ...
December 17, 2015
Even when billing on a flat-fee model, tracking staff time gives the management of a firm essential information on firm, including staff and group productivity, the appropriateness of the rates that are being charged, and which services are the most or le
December 13, 2015
LCMT will become Armanino effective Jan. 1, 2016, and will keep its Woodland Hills, California office location at 5959 Topanga Canyon Blvd. #180. Clients will continue to work with the same partners and staff without disruption to service.
November 19, 2015
Each year, CPA Practice Advisor recognizes women professionals who have had the most impact on the profession, whether through day-to-day client service as a partner or senior member of an accounting practice, or by mentoring and guiding others.
November 16, 2015
Tax Scan and Import is a module for firms using the ProSeries and Lacerte tax preparation systems, offering the ability to scan in client documents, with the system then using optical character recognition (OCR) to determine which forms were scanned ...
