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Julie Lepper, EA

Julie Lepper, EA

Review: Invoicing Software

Invoice artOf all the new invoicing software packages out there, which one is right for your clients? As accounting professionals, we know, we will get these questions from our clients. This review will help you serve as an advocate for your clients. Any accountant or CPA can answer a client's question, but how many offer advice before they are asked? I have earned many of my clients by providing this type of advice to clients. Be seen as a partner with your client instead of just a number cruncher.

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Review: Write-up Does More Than Ever

Until recently, write-up software was primarily a tool CPAs and Accountants to record the history of our clients. With the changes in the technology, it has also changed what services we can offer and makes choosing accounting software a bigger decision than it had been in the past.

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Review: Is Payroll Processing for You?

Is now the right time to add payroll as a service for your firm? One of the complaints Accountants have had about providing payroll services is that they are tied to their desks. As technology has changed, depending on which software you choose that may not be an issue anymore.

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