Payroll
Steven M. Phelan
CPA
Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, general accounting and technology consulting. He is active within the CPA profession and is a frequent speaker at seminars and conferences throughout Oklahoma. Steven was recently added as a discussion leader for K2 Enterprises where he speaks to CPAs throughout the nation covering a variety of technology topics. Steven is currently a contributing author to the CPA Practice Advisor, where he reviews tax and accounting software solutions. Most recently, Steven was selected as a 2012 Oklahoma Society of CPAs Trailblazer recipient, which recognizes service to the CPA profession and to the community.
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Firm Management
2012 Review of Thomson Reuters Practice CS
Firm Management
2012 Review of Office Tools Professional Practice Management 2012
Firm Management
2012 Review of Commercial Logic APS Advance
Firm Management
2012 Review of CCH ProSystem fx Practice Management
Firm Management
Are You Efficiently Managing Your Practice?
Practice management and time management are often viewed as similar functions within an accounting firm. On a surface level view, both will track time and run a variety of time based reports for billing and invoice purposes.
Firm Management
2012 Review of CaseWare Time
Firm Management
2012 Review of Professional Tax Compliance Systems (Advanced Workflow)
The tax season may be over, but if you're considering changing programs, now's the time.
Technology
Engagement &Trial Balance Systems Streamline Workflow
Technologies for Engagement & Trial Balance Help to Streamline Workflow
Taxes
Today's Tax Research Vendors Embrace Mobility
Today’s tax, accounting and legal professionals are under a constant stream of knowledge exchanges. Clients call, email and text their respective professionals with a variety of scenarios and demand quick answers. The professionals are then left to work out the details and are often left scratching their heads on where to turn next.
Intuit — TaxAlmanac
