Technology

 New App Offers Collaborative Financial Management

September 10, 2013 

New App Offers Collaborative Financial Management

There's a new collaborative financial management app that lets users securely establish and manage their social financial relationships. The new Yodlee app, called Tandem, allows users to set up financial circles from their phone contacts and social networks, with varying degrees of account access.

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September 9, 2013 

The Benefits and Challenges of Cloud Accounting

Accounting firms across the country are looking to the cloud to transform their client accounting services. They are looking to move from simply transactional bookkeeping services to higher value advisory services more in line with the CFO function.

Jim Boomer

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September 8, 2013 

Income Tax Planning Takes More than a Magic 8-Ball

On the conference room shelf of a CPA’s office I visited recently, I noticed a Magic 8-Ball with the label “free tax answers.” When turned, the die floating in colored liquid inside the ball presses against the window to reveal an affirmative, negative, or non-committal answer such as “cannot predict now.”

Dustin Wheeler

 How Technology is Finally Transforming Practice Management

September 5, 2013 

How Technology is Finally Transforming Practice Management

“It’s old, but it gets the job done.” It’s a phrase that has kept countless time and billing systems limping along after they’re well past their expiration dates. Even as firms roll out shiny new client-side technology, practice management often creeps along in a parallel universe of carbonless copies and sticky notes.