Technology

Client relationships are the lifeblood of any accounting firm and should be maintained in an efficient, organized system. Too often, firms relay on a number of disparate back office systems to manage this critical information resulting in redundancy, inconsistency and missed opportunities.

The strategic decision to move outsourced client bookkeeping processes into the cloud offers accounting professionals a choice on how they will work with client information. Practitioners in the cloud experience a wide range of benefits, which include direct importing of transactions...

Firms tend to build their strategic plans around the times of their annual meetings. For some of you, that is now, and for others of you this planning process falls at different times of year. However, many of your clients do their strategic planning between October and December in preparation for the coming year.

Whether you have snow or sand outside your door, the holidays are nearly upon us. That means getting together with friends and family, enjoying some time away from the office and, of course, gift giving.

CCH, a Wolters Kluwer business – ProSystem fx Fixed Assets800-PFX-9998www.tax.cchgroup.com From the Dec. 2012 review of fixed asset management systems. Best Fit: Full-service accounting firms serving clients with large or complex databases that may be assigned or located in multiple divisions, geographic locations. Strengths Handles any number of clients/assets Offers all depreciation methods and treatments, […]

MoneySoft – Fixed Asset Pro v13800-966-7797www.moneysoft.com From the Dec. 2012 review of fixed asset management systems. Best Fit: Fixed Asset Pro is best suited to small and medium organizations with asset bases of any size or complexity. With multi-entity capabilities, it can also be used by firms managing the depreciation strategies for multiple clients. Strengths […]

Red Moon Solutions LLC – Fixed Assets Manager800-224-1260www.redmoonsolutions.com  From the Dec. 2012 review of fixed asset management systems. Best Fit: Fixed Assets Manager is designed primarily for use by companies and organizations with extensive or complex asset management and depreciation strategies, such as those with large asset bases, multiple locations and departments. It can also […]

Sage Software – Sage Fixed Assets 2013 (formerly Sage FAS Fixed Assets)800-368-2405www.SageFixedAssets2013.com From the Dec. 2012 review of fixed asset management systems. Best Fit: Any organization, including U.S. and Canadian businesses, as well as U.S. government and non-profit entities, with large asset bases and complex management and reporting requirements. The system can also be used […]