When we first started looking at trial balance software ten years ago there was a laundry list of companies that we'd wade through for reviews. In reality, no company yet offered a complete collection of software  - trial balance, audit tools, paperless tracking - that we could label as engagement software.

A lot of organizations offer QuickBooks consulting, and sometimes at a pretty steep price.  But the only way I have found to make a profit in this arena has been to group together a large number of people for a seminar. To this day, several seminars that I held made more profit relative to effort than any single activity I’ve ever done.