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: Financial Planning Software
- Saturday, 04 December 2010
- Special Reports
- Written by Dave McClure
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
- Saturday, 06 November 2010
- Special Reports
- Written by Julie Lepper, EA
Of 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.
REVIEW: Time and Billing Software
- Monday, 18 October 2010
- Special Reports
- Written by Dave McClure
The area of practice management for accounting is undergoing a fundamental evolution as managers in firms of every size attempt to gain better insights into processes, practices, and their clients. It's not simply a move to eke better efficiency and better profitability out of these processes, but a push for greater understanding of how the processes relate and interact.
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REVIEW: Fixed Asset Software Roundup
- Wednesday, 06 October 2010
- Special Reports
- Written by Wayne Schulz
While it's probably true death and taxes are the only two sure things, you could argue for a third. Depreciation. Every asset your company purchases starts to decline in value from the moment that it's placed in service. And with the tax laws seeming to change as often as the seasons - it makes good sense to invest in some serious computational horsepower.
REVIEW: New QuickBooks - Good, Not Must Have
- Monday, 27 September 2010
- Special Reports
- Written by Kathy Yakal
Intuit usually pulls out all the stops sometimes when it upgrades QuickBooks. 2011 isn’t one of those times, but the changes it did make will improve your clients’ ability to communicate with their customers, more easily access the financial minutia in their files, and help them speed up their receivables. New users can shave some steps off of setup, and everyone will be able to keep closer tabs on customers.
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REVIEW; Microsoft Office 2010
- Wednesday, 08 September 2010
- Special Reports
- Written by Kathy Yakal
Microsoft Office 2010 has been out for a few months now. If you haven't upgraded yet, should you? You likely know that it can cost many hundreds of dollars if you have even a few employees. Make that thousands if you need the full-blown edition, Office Professional, that includes Access and Publisher.
Review: Write-up Does More Than Ever
- Monday, 26 July 2010
- Special Reports
- Written by Julie Lepper, EA
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.
Read more...Review: Accounting in the Clouds
- Friday, 18 June 2010
- Special Reports
- Written by Wayne Schulz
Accounting software was first widely adopted by mid-market companies in the mid 1980s. The arrival of cheap personal computers made personalized accounting affordable for the first time. At first the newly affordable computer technology attracted users moving from manually prepared financial records. Read more...
Review: Not-For-Profit Accounting Software
- Thursday, 24 June 2010
- Special Reports
- Written by Dave McClure
All of which makes the selection of a good accounting system even more critical. Certainly, you can run a non-profit off of virtually any accounting system. But doing it well requires a slight step up, to software actually designed to meet the needs of a not-for-profit organization. And in that category, there are eight major software vendors. Read more...
Review: Document Management - Bringing Order to Chaos
- Monday, 31 May 2010
- Special Reports
- Written by Geni Whitehouse CPA.CITP, CSPM
When it comes to documents, many accountants used to be prime candidates for a spot on the television show “Hoarders.” Their offices were filled with stacks of folders and nothing was ever thrown away. Cluttered desks became something of a trademark. Thanks to new technology and paperless offices, what used to be physical mounds of paper have become virtual mounds of electronic records. Sometimes the information stored in those electronic mounds can as hard to find as holiday decorations in a California garage.
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