Hardware

 Brian Steinert — 36

February 26, 2019 

Brian Steinert — 36

Director of Product Management – Workflow Solutions, CCH, a Wolters Kluwer business Wichita, KS Education: BA in Business Education and BA in Accounting, Bethany College Professional Associations/Memberships: Institute of Internal Auditors (IIA); Association for Computers and Taxation (ACT); KSCPA – Associate Member; XBRL-US (CCH Tax and Accounting member delegate) Civic Involvement: Various local fundraisers and...…

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February 26, 2019 

Thomas Fantin, CPA.CITP — 33

Manager, SS&G – CPAs and Advisers Akron, OH Education: B.S. Accounting, The University of Akron Professional Associations/Memberships: AICPA, OSCPA Civic Involvement: Empower Worldwide Outreach (Treasurer and Board Member); PlayhouseSquare Partners, Member Hobbies: Avid guitar player Cell phone: HTC Eris Favorite app: Yelp – it’s a great app when you’re in an unfamiliar town to help...…

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February 26, 2019 

Byron Patrick, CPA.CITP, MCSE — 33

Co-Founder & CEO, Simplified Innovations Baltimore, MD Education: B.S. in Accounting from Salisbury State University Professional Associations/Memberships: Maryland Association of CPAs (MACPA) — Board of Directors, Technology Committee, Past Chair and cofounder of the New/Young Professional Network, Tomorrow’s CPA Speaker, Instructor; AICPA — Information Technology Executive Committee for 2009-2011, CPA Ambassador, Virtual Grass Roots Committee;...…

 Aqubanc, LLC

February 26, 2019 

Aqubanc, LLC

2352 800-350-4720 www.aqubanc.com Cheque 21 System from Aqubanc, LLC is a system designed to optimize gift and donation processing. Designed to work with multiple nonprofit software systems such as Raiser’s Edge, DonorPerfect, Sage Fundraising 50, PledgeMaker and others, Cheque 21 allows larger nonprofits to easily process a large influx of donations. Aqubanc, LLC was formed...…

 Keys to Helping Clients Close Out 2010 & Make the Most of 2011

February 26, 2019 

Keys to Helping Clients Close Out 2010 & Make the Most of 2011

5958 As 2010 comes to a close, we are all working on our New Year’s Resolutions to make 2011 the best year ever. Although there is still a cloud of uncertainty hanging over our economy, individuals in our profession can’t do anything about the macroeconomic situation. Instead of waiting for others to create economic activity...…

 A Technology Recipe for Success

February 26, 2019 

A Technology Recipe for Success

5567 Most of you want to have your technology work correctly at the least possible cost. This is a reasonable goal, but it’s difficult to execute. This year, in the consulting practice of Network Management Group, Inc. (NMGI.com), which specializes in accounting professionals, we have seen a lot of technology implemented poorly, and some implemented...…

 Entering the Workflow Era

February 26, 2019 

Entering the Workflow Era

As I look back over my career, I realize how many changes have taken place within the accounting profession. In fact, as I review the past, it appears that we have transitioned through some significant “eras.” In the ’90s, we experienced the Decade of Hardware. Each year had us replacing our computers just to keep...…

 6 Core Technology Strategies for Your Firm

February 26, 2019 

6 Core Technology Strategies for Your Firm

Another busy season is chalked up in the history books, and it is time for firms to evaluate opportunities to improve their firm processes while they have the luxury of the slower extension season to make sure they get things implemented right. To help firms get a jump on deciding specifically which technologies they should...…

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February 26, 2019 

InfoTouch Corporation — Store Keeper POS

6611 www.infotouch.com 800-678-8682 Store Keeper POS from InfoTouch Corporation is a POS system designed for single-store retailers. For retailers with more than one location, InfoTouch offers Store Manager ES, a more robust version that easily handles multiple locations. Both versions offer pre-defined templates for specialty retail markets. BASIC SYSTEM FUNCTIONS Store Keeper POS was designed...…

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February 26, 2019 

POSitive Software Company — POSitive Retail Manager

6895 800-735-6860 www.gopositive.com POSitive Retail Manager from POSitive Software Company is a sophisticated POS product designed for larger retailers that manage multiple sites. POSitive Retail Manager SE is also available from the vendor, and is designed for smaller retailers. Both versions allow basic data export into QuickBooks. BASIC SYSTEM FUNCTIONS The POSitive Retail Manager interface...…

 Tools of the Trade: The iPad and Other Wonders of Technology – 5227

February 26, 2019 

Tools of the Trade: The iPad and Other Wonders of Technology – 5227

I’m often asked what technology solutions I use in my practice. There are so many, and I understand that technology can by overwhelming. In this month’s column, I will discuss all the tools I use in my practice, both on the road and in the office, as CEO of RootWorks, and as Executive Editor of...…

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February 26, 2019 

FileGenius

FileGenius® is a client portal solution that securely manages, transfers and stores critical files in the cloud. FileGenius serves CPA firms and financial institutions of varying sizes and types, including investment management firms and banks. Highlights include intuitive, easy-to-use interface, compliance with major security and privacy regulations (including HIPAA, FIPS-140 and NIST), no software or...…

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