Firm Management January 14, 2025
From niche targeting to leveraging local SEO and creating engaging content, these hacks can help you attract and retain clients without stretching your resources thin.
January 15, 2025
January 14, 2025
July 5, 2012
Private-sector employment increased by 176,000 from May to June on a seasonally adjusted basis, according to the latest ADP National Employment Report released today.
July 2, 2012
The Accounting Practice Exchange is designed as a meeting place for buyers and sellers of professional practices, allowing a "For Sale by Owner" style market where sole practitioners can advertise and connect with potential buyers at a national level without employing a third party business broker.
June 27, 2012
A New Jersey CPA has found success through innovation of workflow and technology, without compromising client service and relationships.
June 27, 2012
Thomson Reuters — Practice CS800-968-8900CS.ThomsonReuters.com From the 2012 review of Practice Management systems. Best Fit: Firms of all sizes looking for a comprehensive solution offering project management and workflow capabilities or users already in the CS Professional Suite product ecosystem from Thomson Reuters. Strengths Comprehensive project management capabilities Available as a cloud solution Strong reporting...…
June 27, 2012
Office Tools Professional — Practice Management 2012661-951-9200www.officetoolspro.com From the July 2012 Review of Practice Management systems. Best Fit: Smaller firms looking to increase work flow efficiency as well as integrate document management capabilities. Strengths Simple, single user interface is easy to understand and follow Integrates simple document management structure Integration offered for QuickBooks, Outlook and...…
June 27, 2012
Commercial Logic—APS Advance603-643-1900www.CommerciaLogic.com From the July 2012 review of Practice Management systems. Best Fit: Larger firms needing customized practice management integration with existing software architecture. Strengths Offers strong customization options to adapt to most firm needs Microsoft SQL platform offers user scalability and unified reporting platform Program built around project management instead of time management...…
June 27, 2012
CCH, a Wolters Kluwer business — ProSystem fx Practice Management800-739-9998www.cchgroup.com From the July 2012 review of Practice Management Systems. Best Fit: Accounting firms of all sizes currently utilizing other ProSystem fx desktop solutions or firms looking for a standalone practice management solution Strengths Fully contained solution, without the need for purchasing additional modules Fully customizable...…
June 27, 2012
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.
June 27, 2012
CaseWare International Inc — CaseWare Time 2011800-267-1317www.caseware.com From the July 2012 review of Practice Management systems. Best Fit: Firms currently using CaseWare products Strengths: Tight integration with CaseWare products Multiple preformatted reports along with strong customization options Built-in sync capability between Outlook/Exchange and client information Potential Limitations: No current cloud based solution Integration generally limited...…
June 27, 2012
I’m a big fan of Apple and the late, great Steve Jobs. If you haven’t taken the time to read the book, “Steve,” by Walter Issacson, I highly encourage you to pick up or download a copy and take the time to absorb the numerous lessons offered.
June 27, 2012
Whether you already use social media or haven’t started yet, the odds are that you’re doing some things offline or by email that can be leveraged into social-media activities.
June 27, 2012
All things in life change. It is inevitable that we evolve. Accounting solutions are no exception and as with everything else the web is forcing a new species to evolve while old ones become extinct.