Accounting Technology articles from July 2005

Accounting Technology archives from July 2005

Outsourcing, A Mighty Wind?
July 1, 2005... Back in the 1980s, local governments in New Jersey were concerned about the impact of video game parlors on their youth. It was on the order of "We have trouble right here in River City and that starts with T and it rhymes with V and it stands...

Back to the Web.(Brief Article)
July 1, 2005... We survived the hype and the dot-bombs, and, guess what, the Internet is gaining traction as a place for applications used by accounting professionals. In "Back to the Web" Accounting Technology looks at what Internet-based programs are...

2005 Show Calendar.(Calendar)
July 1, 2005... August 11-12 Annual Reseller Conference, Red Wing Software. Red Wing headquarters, Red Wing, Minn. www.redwingsoftware.com August 23-24 Business & Technology Solutions Show. Illinois Society of CPAs. Donald Stephens...

August's Coming Attractions.(Brief Article)
July 1, 2005... Time to Go Paperless The market has been burning with talk of paperless products. Or is that talk of firms burning paper? Find out just how paperless firms can get. POS and the Giant Vendors Once upon a time, the point-of-sale...

What application or services is your firm outsourcing or considering for outsourcing?
July 1, 2005... We are considering hosted Exchange so we can have a common mailbox for desktop, Web, and Palm Treo access. This creates a consistent, central repository for email, contacts, and calendar information that can be easily synchronized. We are...

Practice Development News.(Trey Industries)
July 1, 2005... Microsoft Launches Accountant Program Microsoft has established the Microsoft Professional Accountants Network to support its upcoming launch of Small Business Accounting. The program has many features similar to accountant networks...

Accounting News.
July 1, 2005... Sage Seeks Database Independence Sage Software has declared a plan to be database agnostic, an announcement meaning that it will use database engines other than SQL Server. "We are embracing the concept with Microsoft being a...

Tax & Financial Planning News.(Research Institute of America)(SurePrep)(ATX-Kleinrock)
July 1, 2005... RIA Inks SurePrep RIA has reached an agreement with SurePrep, a Newport Beach, Calif.-based company that provides tax productivity and outsourcing services, to sell SurePrep Express to clients who use RIA's GoSystem tax application. A...

Back to the Web: Web applications are gaining as comfort levels grow.(Urbach Hacker and Young)
July 1, 2005... Internet-based applications and the words application service provider have a bad sound to a lot of people, following the dot-com bust, but not to Matt Camden. "I am a big fan of the ASP," says Camden. "Why does it work in 2005 and not in...

McCowan: Putting the Web to Work.(Greene and MCowan)
July 1, 2005... Although Ryan McCowan had been using portals to let clients access information for some time, his London, Ky.-based firm turned to Web-based applications only recently. The firm, Greene & McCowan, had the usual array of tax and accounting...

Vendors with Web-based Products.(Brief Article)(Directory)
July 1, 2005... Avalara Bainbridge Island, Wash. (877) 780-4848 www.avalara.com Best Software Irvine, Calif. (888) 689-5656 www.bestsoftware.com CCH Tax and Accounting Torrance, Calif. (800) 739-9998 www.tax.cchgroup.com...

CPAs: The Case of the Wrong Threats.(Certified public accountants)(Brief Article)
July 1, 2005... Accountants worried about putting their data on the Internet fail to identify the origin of most threats, says John Stein, vice president of Alpharetta, Ga.-based Xcentric. Like many other companies that host applications and data, Xcentric...

Online Payroll: Web-Proven: Online processing is gaining acceptance.
July 1, 2005... Payroll processing was one of the first major accounting applications to move to the Web, proving the business model for ASP applications of its type and creating a sustainable revenue stream for software vendors. While online processing...

Tax Software Preview 2005: Work Smarter & Faster: Time-savings tax-software features are fueling efficiency, accuracy and speed.
July 1, 2005... For tax season 2005, software vendors, like the automakers, are touting speed. Many new features are designed to shave time off the preparation of every individual and business tax return. Time-saving tools include the ability to quickly...

Orange Door to Open.(Orange Door Inc)(Brief Article)
July 1, 2005... It's been a while since there has been a new professional tax package introduced to the market. But Orange Door thinks its Web-based Orange Tax Suite Pro meets the need of mid-size accounting firms. Founded just over a year ago, the company...

Tax Software Vendors.(Directory)
July 1, 2005... ATX Caribou, Maine (800) 944-8883 www.atxinc.com CCH Tax and Accounting Torrance, Calif. www.prosystemfx.com (800) 739-9998 Creative Solutions Dexter, Mich. (800) 968-8900 www.creativesolutions.com ...

Event Marketing: Bringing Knowledge to Your Customers: Accounting resellers and CPA firms are more aggressively marketing their services to build customer loyalty and attract more business.
July 1, 2005... Imagine this scenario: You could close an additional $275,000 in revenue in just one day. And on that same day, you could identify over $500,000 worth of additional revenue opportunities. It might take a little planning and some hard work,...

Tips For Hosting a Successful Customer Conference.
July 1, 2005... Enhancing a firm's credibility and differentiating the firm are just two benefits of hosting a client conference. So, why doesn't everyone have one? According to Christine Churchill Kless, "It's a lot of work and a lot of expense." ...

Taking it to the Road.(DBC Systems)(Brief Article)
July 1, 2005... Dave Bilbrey is taking his show on the road. "Everyone in the Detroit area knows us. Now, we have to move on," says Bilbrey the president of the Saint Cloud Shores, Mich.-based DBC Systems, an AccountMate reseller and developer of Everest...

Meeting New Challeges: The pressure for greater accountability has nonprofits looking to software for solutions.(Editorial)
July 1, 2005... The trickle-down theory has been linked to the Republican Party's view of economics. This year, trickle-down applies to the push for greater corporate accountability and the way it affects non-profit organizations. "We've seen more...

Going International.(Lavine BMC Technologies )(Brief Article)
July 1, 2005... Pat Lavine will go a long distance for a nonprofit deal-to the other side of the world in fact. About 35 percent of revenue for his Brownsville, Texas-based Lavine BMC Technologies comes from other counties, including places as far a field as...

Nonprofit Risk Management.(Skakopee)(Brief Article)
July 1, 2005... Skakopee, Minn.-based Open Systems has teamed up with its 22 not-for-profit partners to offer educational seminars focused on fiscal nonprofit risk management. "There is an erosion of charitable immunity and nonprofits are under fire from...

Not-For-Profit Vendors.(Brief Article)(Directory)
July 1, 2005... Blackbaud Charleston, S.C. (800) 443-9441 www.blackbaud.com Intuit Mountain View, Calif. (866) 379-6635 www.intuit.com Kintera FundWare Greenwood Village, Colo. (800) 379-6635 www.fundware.com Microsoft...

New Products.(Buyers Guide)
July 1, 2005... PowerAdvisor Cornerstone Revolutions' PowerAdvisor, built on PowerBroker's audit/compliance reporting tools, provides one-step downloading to eliminate the need to download data files daily. The software's process for creating blended...

Sage: Graduating Resellers.
July 1, 2005... The education and training available to Sage Software's VARs is akin to enrolling in college and receiving a graduate degree. Perhaps its should be called, an M.V.-Masters of Reselling. Sage's partners can take educational courses offered...

BSAN to Become SSAN.(Best Software Accountants Network)(Sage Software Accountants Network)(Brief Article)
July 1, 2005... With the change in company names, the Best Software Accountants Network is becoming the Sage Software Accountants Network. Sage Software has also expanded the program to included the Accpac Advantage and Timberline product lines and is adding...

Advertisers' Index June 2005.(Brief Article)
July 1, 2005... For FREE product information, go to www.AccountingTechnology.com/freeproductinfo Ad Appears Advertiser on page ADP Small Business Service 16,17 Best Software Inc. 1,3,7 ...

Tony Munns: Controlling IT.
July 1, 2005... Three years ago, Tony Munns was the only person employed in what has become the risk management services practice at the St. Louis firm of Brown Smith & Wallace. Now, the unit employs 16 and Munns, a CISA who once worked for Arthur...

Money...Money...Money.(Brief Article)
July 1, 2005... We make a living by what we get, we make a life by what we give." The words come from the mouth of someone who needs no introduction: Sir Winston Churchill. It relates to our cover story, "The Giving Guru," a feature about Doris Rubenstein who...

Practice Growth.
July 1, 2005... New Online Resource The Financial Planning Association has an updated version of FPA MarketPlace, an easy-to-use online resource directory designed to connect financial planning professionals with products and services to enhance their...

Partners.(ValueNomics Research)
July 1, 2005... Joint Ventures on Rise According to a KPMG survey, some 64 percent of U.S. executives claim they will increase the use of strategic alliances over the next 24 months, with 52 percent planning to be involved in joint ventures within two...

Regulatory Watch.
July 1, 2005... FPA Challenges SEC The Financial Planning Association filed a petition in a District of Columbia Circuit Court of Appeals challenging a SEC rule exempting certain broker-dealers from the requirements of the Investment Advisers Act of 1940....

Tech Tools.
July 1, 2005... 10-K Lookup CCH, a provider of tax and accounting software and services, has, via a licensing agreement with 10-K Wizard Technology, an online provider of Securities and Exchange Commission filings, given its Accounting Research Manager...

Asset Builders.(Sanders Morris Harris Group)(Cartesis Inc)(Edelman Financial Services Inc)
July 1, 2005... Business Performance Management Cartesis has unveiled its ES Magnitude, a leading-edge financial consolidations and management reporting application. It enables managers to accurately and quickly assess and report on the financial state of...

The Giving Guru.
July 1, 2005... Many female clients may be caught up in what I call 'the cheesecake syndrome,'" says Doris Rubenstein, founder and principal consultant in Minneapolis-based PDP Services. "What does cheesecake have to do with financial planning? My mom died...

Accountants Beware!(self identity)
July 1, 2005... When someone meets you for the first time, here's the scoop, good or bad: * In one-quarter of one second, a person makes up his or her mind about you. * In the first five seconds, a person's first impression of you flips back and...

The Progression of Wealth: (CPA Wealth Provider's interview with Jay L. Heller, CPA/PFS and Brian Kohute, CPA/PFS, CFA, co-owners and co-creators of "The Progression of Wealth").(Interview)
July 1, 2005... Messrs. Heller and Kohite are considered experts on CPAs delivering wealth management or financial planning services. What is their background and to what do they attribute their success? We both are CPAs and have been our entire...

The Entrepreneur's Personal Financial Plan.
July 1, 2005... When entrepreneurs consider their personal finances, it is critical they understand that the greatest intergenerational transfer of wealth in history will occur in the United States over the next decade. An estimated $10 trillion is expected to...

Understanding Your Clients From the Inside Out.
July 1, 2005... Golden Gate University in San Francisco has shattered the financial education mold with a new 15-week course that explores the emotional side of financial planning. The Psychology of Money: Understanding Your Clients From the Inside Out,...

Financial Literacy for Women.
July 1, 2005... The American Institute of Certified Public Accountants has launched a financial literacy program targeted toward women. It is named 360 Degrees of Financial Literacy for Women and focuses on educating and empowering women to take control of...

3rd Annual Financial Planning Awards Call for Nominations.
July 1, 2005... Nominations are now open for CPA Wealth Provider's Third Annual Financial Planning Awards in the following categories: CPA/Financial Planning Firms Broker/Dealers Financial Planning Software Vendors Winners are those firms or...