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Special Reports

Special Reports (152)

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: QuickBooks Premier 2012 - Quiet Changes, Improved Workflow

Tuesday, 13 September 2011
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QuickBooks Premier 2012As QuickBooks upgrades go, 2012 isn't a barn-burner. It does promise better and faster workflow, enhanced insight into your clients' financial information and the further centralization and accessibility of data. It does so through innovations in reporting tools, calendaring and the addition of new Centers. Read more...

REVIEW: Portable Scanners 2011

Monday, 12 September 2011
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Document scanners were an early novelty in the computing market, a technology that melded the old document imaging used by fax machine with the newer, faster ability to transmit data digitally. In fact, the scanner helped to make the fax machine obsolete by taking over its ability to digitize paper documents. Read more...

REVIEW: NFP Accounting Software 2011

Tuesday, 06 September 2011
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The not-for-profit sector is a bellwether of the economy. When consumer confidence is improving and the economy expanding, as it was through the second quarter of this year, donations increase and NFPs fare better. And that seemed to be the case, as Blackbaud and others showed donations tracking 10 percent or more above levels at the same time last year.

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REVIEW: A Look at Write-up Software

Tuesday, 09 August 2011
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If you are like me, you are receiving at least two to three emails a day with information on you how to build or grow your practice. Typically, these emails come from leaders in our industry who are experts on what it takes to have a successful accounting practice. There is a very consistent message in these emails. That message is simple: keep your client satisfaction high by providing outstanding customer service. One of the best ways you can do this is provide your client with write-up services. Read more...

REVIEW: Time and Billing Software 2011

Monday, 11 July 2011
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Like sand through the hour glass...... so are the billable hours in an accountant's work day. Just like Susan Lucci during her twenty five years on daytime television, the timesheet has managed to keep a lead role in many accounting firms. In spite of the heroic efforts of Ron Baker and the team at Verasage to the contrary, hours are still inextricably linked to most firm's revenues. So for now, time and billing software remains an essential practice management tool.

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REVIEW: Peachtree 2012

Tuesday, 07 June 2011
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I've stopped looking for blockbuster new features in Sage Peachtree products. The Sage Peachtree line, especially its upper tiers, provides enough accounting tools - in terms of what your clients can do with their financial data -- to please the lion's share of small businesses. It's just about exhausted what it can do with customizability, too, and no one could ever use all of the reports it offers.

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REVIEW: Document Management Software

Wednesday, 18 May 2011
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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

Tuesday, 10 May 2011
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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.

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Review: Now is the Time for Workflow Tools

Tuesday, 26 April 2011
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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...
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REVIEW: Document Management Scanners

Monday, 21 March 2011
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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.

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