Special Reports

Special Reports (146)

The Progressive Accountant is the leading online communit of public tax and accounting professionals focused on using technology to better manage and grow their practice.

REVIEW: Document Management Software

The quiet little marketplace for document management solutions is about to kick into high gear, driven not by the demands of accounting firms and their clients, but by external forces that will bring new requirements for records retention, a slew of new competitors, and a lot of confusion for companies still striving to build efficient document management into their administrative processes. Read more...

REVIEW: Online Payroll Systems

It is a great time of year! Tax season is over. The weather is getting warm and sunny. Another wonderful thing about tax season being over is that is a great time to take a few moments to really analyze your practice. What processes worked and what processed need change? What services worked and what services need to be eliminated or added? I just downloaded a copy of the E-Myth Accountant to my Ipad. If I may, I would suggest that if you are serious about improving your practice that you read this book.


Review: Now is the Time for Workflow Tools

Now is the time to consider automated workflow tools. It probably seems odd to be talking about workflow tools right after tax season -hasn't that horse already left the barn? The only flow most of us are thinking about at this time of year has nothing to do with work. It involves an ocean view and a beverage flowing into a chilled glass. Read more...

REVIEW: Document Management Scanners

A few years ago, a good scanner was considered an indispensable piece of hardware for an accounting firm, due to the number of paper documents that needed to be added to electronic file cabinets and document management systems. Today, they are rapidly going the way of the typewriter - a specialized tool that may not be worth the investment given how infrequently it is used.


REVIEW: Website Builder Software

As technology is evolving at such a rapid pace, it causes challenges for those of us who own our own firms. Every day there are more tools available to make us more productive and increase the ability for our clients to reach us whenever it is convenient for them. The reality is the amount of information and tools available is not only overwhelming but ultimately can decrease our productivity if we are not diligently focusing on what is important to our firm.


REVIEW: Engagement and Trial Balance Software 2011

Trial Balance and Engagement software solutions represent the first two building blocks in a successful client engagement.The trial balance is at the core of double-entry bookkeeping, providing an assessment of whether the general ledger is in balance by making a tally of the debits and credits. Engagement workpaper and process software has come more recently, combining workflow processing, document management, reporting, collaboration and other underpinnings of the engagement process into a more streamlined package. The two are often used in tandem, and are sometimes even provided in the same software.


REVIEW: Sales and Use Tax Products

Superheroes are all the rage in Hollywood. We've had Batman, Ironman, and soon the Green Hornet featured in action-packed adventures on the big screen. I like to think of sales tax vendors in a similar vein. Without these vendors, we would be at the mercy of rogue tax authorities, with their unwieldy rate changes, jurisdictional gerrymandering and dastardly dizzying product classifications. We would lead dark and dreary lives filled with daily tax rate lookups, rule validation, and infinite audit adjustments. Thank goodness we can reach for the red phone when we get overly taxed.



REVIEW: Budgeting Software 2011

Budgeting software, once a distinct category of software in its own right, is quickly being subsumed by a Business Process Management orientation that takes a more holistic approach to management of budgeting, forecasting, cash flow and planning. Having moved away from simple spreadsheets over the past decade, budgeting has taken root online as a web-based application, operating either as an independent module or as an integrated package.


REVIEW: Financial Planning Software

With stirring signs of a fiscal recovery in the offing for 2011, it may be time for forward-looking accountants to become more aggressive in their pursuit of a financial planning practice.The practice is generally split into three differing parts:

*Financial planning, which identified the client's needs and goals and indicates priorities for wealth accumulation;
*Asset Allocation, which identifies the types of assets best used to maximize returns into order to meet those needs and goals;
*And rebalancing/re-selection tools, which keep the plan current over the number of years necessary.


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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