Julie Lepper, EA

Julie Lepper, EA

REVIEW: Website Builder Software 2014

One of the best sources for new clients is your website. And yet, many accountants and CPAs still do not have one. The majority of the firms in my area do not and that is mind boggling, as for a small cost per month or year and a little TLC, you have can have a great referral source with very little effort. If you are one of those firms, we have some very good and affordable solutions for you.


REVIEW: Fixed Asset Software 2013

Fixed asset management software is a great tool that can help your clients manage their business and find other effective ways to save tax dollars. As a tax expert, you can appreciate (pun intended) the benefits to having your clients fixed assets updated monthly.


REVIEW: Engagement, Trial Balance Software 2013

audit artAs we are knee deep in our busiest time of the year, we are very conscious of how we spend our time. So, when working on the engagement software review, I wanted to look at the software from a workflow standpoint and not just a way to automate an audit. All the programs in the review not only do the typical trial balance and audit software but also work on the byproduct of the process - the tax return. In the past small firms that don't do audit work but do a lot of tax and tax resolution work would not have consider an engagement product.


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