Firm Management December 23, 2024
Does Your Firm Have a Data Strategy?
Data is at the core of incorporating AI and automation into your firm’s workflows. Without a deliberate data strategy, these initiatives can fall short.
Firm Management December 23, 2024
Data is at the core of incorporating AI and automation into your firm’s workflows. Without a deliberate data strategy, these initiatives can fall short.
December 19, 2024
December 18, 2024
December 18, 2024
December 17, 2024
February 26, 2019
16,640 characters For a number of reasons, achieving the perfect balance between implementing or improving technology, and finding success in all areas related to staffing for that technology, is rare. Vendors and users can, and certainly do, work together for long-term results. However, one too many variables, combined with somewhat disparate agendas between the firms...…
February 26, 2019
2911 www.CPAsites.com CPAsites.com is a traditional web design firm specializing in custom websites to meet the unique needs of accounting firms. Its business model is to have its professional design staff do all creation and modification using materials, text and images supplied or licensed by its clients. While most hosting plans include monthly or quarterly...…
February 26, 2019
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...…
February 26, 2019
Company Overview Paramount Software Solutions is the first payroll technology company to offer a client service system truly designed for professional accountants. Headquartered in Parsippany, New Jersey, Paramount develops a suite of web-based professional programs that help accounting practices, and their clients, be more productive and profitable. Through innovative technologies that streamline processing and reporting,...…
February 26, 2019
3359 If at one time you offered payroll services and stopped because you found it to be less than profitable, it may be time to re-evaluate. Back in the day, we didn’t have the advanced technology required to process payroll and make a decent profit. But oh, how things have changed. Powerful payroll software and...…
February 26, 2019
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...…
February 26, 2019
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...…
February 26, 2019
1391 characters www.imaginetime.com ImagineTime, which offers practice management, CRM, due-date monitoring and time and billing systems to professional accountants, recently introduced its new Document Management system. As with the other programs the company offers, the document management program is designed specifically for professional practices. The program works as an integrated module of the core ImagineTime...…
February 26, 2019
3136 characters Before making any move, it’s important to purge an out-of-date perception. Time and billing is NOT practice management. Long gone are the days of thinking a time and billing application can be applied to broad firm management. Time and billing is still very important within firms, but it is better thought of as...…
February 26, 2019
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...…
February 26, 2019
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...…
February 26, 2019
Drake Software is the Smart Choice for Tax Professionals For over 33 years, Drake’s team of programmers, tax analysts, CPAs, and EAs has provided tax professionals the tools they need to grow their businesses. Each year, Drake processes more than nine million federal- and state-accepted returns, focusing on value, consistent excellence in federal and state...…