In this issue
March 14, 2016
It’s Time for A Small Business “Tech Makeover”
New Web Series Highlights the Transformation of a Small Business Using QuickBooks Online Ecosystem
March 14, 2016
2016 Review of Keystroke Advanced POS
Optimally designed for retailers with that require more comprehensive inventory management and distribution capability, Keystroke is an easily navigated product that offers scalability and excellent reporting capability.
March 14, 2016
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.
March 14, 2016
2016 CRM Systems — Wolters Kluwer — CCH iFirm
A cloud-based system, CCH iFirm is a user-friendly program that provides advanced CRM functions. The application can be accessed via most modern browsers, with no software maintenance or updates.
March 14, 2016
2016 CRM Systems — Microsoft Office 365
Office 365 is quite a bit more than just the moving of Outlook, Word and the other applications to the cloud. The suite of office productivity programs have been expanded and new integrations have been made possible because of the cloud-based nature ...
March 14, 2016
2016 CRM Systems — Office Tools WorkSpace
Office Tools WorkSpace offers extensive practice management, workflow and client collaboration tools, but also includes strong CRM capabilities. An optional online solution provides a portal for secure online document sharing, invoicing, receiving ...
March 14, 2016
2016 CRM Systems – Results CRM
Designed for small businesses and accounting firms, Results CRM offers project management, billing & collections management, client contact tracking, sales automation and other features. The system offers excellent integration with QuickBooks, tying ...
March 14, 2016
2016 CRM Systems — Zoho CRM
Zoho offers a collection of cloud-based office productivity suites that is an alternative to Microsoft Office products, plus offers considerable more, including word processing, spreadsheets, project management, sales, marketing, databases, online ...
March 14, 2016
2016 Reviews of Small Business Point of Sale Systems
I have always had a strange fascination with cash registers. Simple nine-button registers, custom-designed registers, the antique register from the early 20th century, I love them all. My obsession aside, the cash register served as the main tool in ...
March 14, 2016
2016 Review of AddSum Advanced Accounting Point-of-Sale
Advanced Accounting offers industry specific features, an easily navigated user interface, and the purchase of the multiple user versions allows retailers to add additional users at any time without incurring any additional cost. While the product has ...
March 14, 2016
2016 Review of Vend Point-of-Sale
Designed to work on iPad, Mac or PC, Vend allows users to work both on and offline, and works as well with a single retail location as it does with dozens of locations. Designed to be implemented quickly, Vend offers users the new face of the POS industry
March 14, 2016
2016 Review of AccuPOS Point of Sale Software
AccuPOS is a stand-alone point of sale product designed to work with QuickBooks financial products and Sage accounting products. Designed specifically for restaurants and retail stores, AccuPOS offers a series of discount bundles that include everything n
March 14, 2016
2016 Review of Celerant Command Retail
Designed for larger retailers with more complex needs, Command Retail offers excellent system customization as well as excellent back office and inventory management capability. The product can be individually tailored to meet the needs of a variety ...
March 14, 2016
2016 Review of CAM Commerce Retail Star
Retail Star, from CAM Commerce offers mid-sized to large retailers and specialty shop owner’s comprehensive point of sale and front/back office management software. Offering over a dozen specialized versions of its popular product, Retail Star is also ava
March 14, 2016
2016 Review of Cougar Mountain Denali Point-of-Sale
Cougar Mountain Software is an easily navigated point of sale product that offers small to mid-sized retailer businesses excellent front/back office capability along with e-Commerce integration.
March 14, 2016
2016 Review of QuickBooks Point of Sale Desktop
The latest version of QuickBooks Point of Sale offers users enhanced start up speed, improved function windows and quicker list opening. Users can now also open multiple windows simultaneously, so users can view information in multiple locations ...
March 14, 2016
The Sticky Business of Excise and Sales Tax Requirements
There are a variety of industries that find themselves with a unique tax conundrum…they are required to calculate and file both sales and excise taxes to run their day-to-day business. So, what’s the big deal?
March 14, 2016
Why Are Products “Sometimes” Taxable?
Just when you thought you had a handle on the rules for taxing goods and services, you come face to face with the new compliance bully on the block: “sometimes taxable.” Businesses must correctly deal with these sometimes exempt and sometimes subject ...
March 14, 2016
The People You Meet & The Books You Read
If you look around our profession at the most successful individuals, they all have two things in common: they are well connected and are lifelong readers. The late author and speaker, Charlie “Tremendous” Jones, used to always say ...
March 11, 2016
What’s Your Firm’s Microsoft Strategy?
We have three primary technology ecosystems to support our computing needs: Microsoft Windows, Apple OS & iOS, and Linux & Android. With SaaS products improving, the operating systems make less difference and future mobile versions of the products ...
March 10, 2016
5 Reasons Accounting Firms Should Have Formal Mentoring Programs
Prior to the recession, young leader training and formal mentoring programs to support recruitment and retention were all the rage. Well, mentoring is more critical than ever, but for different reasons and in slightly different forms.
March 4, 2016
Dotting the I’s and Crossing the T’s — Employment Records You Must Retain
Many different state and federal laws govern which records companies need to create, how long records need to be kept, and even how those records must be disposed of.
