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Special Reports

Special Reports (155)

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.

Tax Planning Software 2011

By all rights, this should be a banner year for accounting firms that engage in serious tax planning. After all, with the economy still in the doldrums, clients should be looking for any way they can to increase their personal and business cash. Using an effective tax strategy is one of the key ways to do that, particularly for those who have exhausted most of their other options.

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REVIEW; A Trio of Mid-Market Accounting Apps

Mid-market solutions are right-sized for many businesses. These tools are the middle child of the accounting software space. Not simple enough to be used by many of the smallest businesses and not complex (or expensive) enough to even be considered by many of the Fortune 500, they are designed for that broad chunk of businesses sitting squarely in the middle of the market. Read more...

REVIEW: Fixed Assets Software

Why would a small to medium-sized accounting firm be interested in using a fixed asset program? It is easy to get stuck on the fact that most fixed asset programs cost a lot of money. After all, in a smaller firm that money comes directly out of your pocket. Read more...

REVIEW: QuickBooks Premier 2012 - Quiet Changes, Improved Workflow

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

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

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

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

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

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

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...

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