Accounting
John Higgins
CPA.CITP
john.higgins@cpapracticeadvisor.comJohn is leading the design and launch of CPA Crossings new “Cloud Accounting Learning Center.” This is a comprehensive knowledgebase of training, news, information and community all revolving around the mission of helping practitioners to embrace the new 21st cloud based accounting services paradigm. Visit www.cpacrossings.com for more information.
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Accounting
2016 Review of Xero and Xero Partner Program
Accounting
2016 Review of Intuit QuickBooks Online Accountant
Accounting
2016 Review of Thomson Reuters Accounting CS
Accounting
2016 Reviews of Virtual CFO Systems for Accounting Firms & Their Clients
We have reviewed five of the top selling cloud-based accounting solutions that offer a fully integrated small business accounting system, as well as the tools for an accounting practice to manage and monitor multiple clients.
Firm Management
2016 Reviews of CRM Systems for Accounting Firms
While some may think that their Outlook or other email system offers the same basic tools as a CRM system, this is far from accurate.
Firm Management
2015 Review of CRM Systems for Accounting Firms
The nature of a CRM system is to provide a central location to keep track of all communications activity with a customer, client or prospect, or anyone you do business with.
Firm Management
2015 Review of Zoho CRM
Zoho is a great solution for organizations that are serious about establishing a comprehensive process for tracking and managing all contact / client communications. The scope of features available with Zoho exceeds the needs of most organizations. Ideall
Firm Management
2015 Review of Results CRM
Results CRM can fit very well in virtually any small business or accounting practice. If your organization uses QuickBooks, the integration is very deep and can really enhance your ability to maintain a good grip on all of your client or customer activity
Firm Management
2015 Review of Office Tools Professional
Office Tools Pro (OTP) is not just a CRM system; it is also a practice management, workflow and client portal solution. The nature of the OTP offering makes it a real good fit for firms ranging from sole practitioners to 50 user sites. OTP offers a ...
Firm Management
2015 Review of Microsoft Outlook 365
Office 365 is a good fit for virtually any accounting or tax practice, regardless of size. Even if you already have a comprehensive practice management system, you will probably want to have this application in place. Most of our readers already ...
Firm Management
2015 Review of CCH iFirm - Small Firm Manager
iFirm is actually a cloud-based practice management system for small firms. So it goes well beyond the typical scope of CRM. iFirm is a project / engagement centric application that can be used to manage a client engagement from beginning to end. iFirm fi