Technology

How much has the profession changed in the last 16 years? Teresa Mackintosh has had one of the most unique front row seats during this time, serving in public practice as a CPA, as well as in various leadership roles with two of the largest technology companies serving tax and accounting professionals.

A New Jersey CPA has found success through innovation of workflow and technology, without compromising client service and relationships.

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 […]

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 […]

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 […]

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 […]

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.

Maintaining a healthy balance between career and family is important for long-term success in both areas.