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Referrals? No cash please. (Editor's Note).(Brief Article)
October 1, 2002... Recommender and referral programs are hard to resist. Over the last few years, company after company has introduced some kind of effort under which CPAs will steer clients to their product.
Art Nathan, the owner of Solutions Strategist, a...
Letter to the editor.(Brief Article)(Letter to the Editor)
October 1, 2002... I disagree with Mr. Robert Scott's recent editorial, "Choking Off Microsoft," in your August 2002 edition. If Mr. Scott decides to underestimate Microsoft, perhaps he should recall other historical battles over its acquired technology. Briefly,...
Moore Stephens starts tech unit. (Practice Development News).(MS Technology Group to handle accounting software)(Brief Article)
October 1, 2002... Moore Stephens North American has created the MS Technology Group, a network of information technology service providers, to handle a wide variety of accounting software applications.
Nine current members of Moore Stephens IT are...
Nelson nabs LAW group. (Practice Development News).(R.L. Nelson and Associates acquires Larson Allen Weishair's Technology Services Group)(Brief Article)
October 1, 2002... R.L. Nelson and Associates, a Pittsburgh-based reseller, has acquired the Philadelphia-based Technology Services Group of Larson Allen Weishair.
RLN, formed in 1986, sells Platinum for Windows, MAS 90, and the Great Plains Dynamics and...
TBC tops at Open Systems. (Practice Development News).(TBC International )(Brief Article)
October 1, 2002... TBC International has been named the top reseller of Open Systems software products for 2001/2002 in the United States.
TBC, based in Salado, Texas, has been an Open Systems reseller for 17 years, and provides software and consulting...
Accpac names top vars. (Practice Development News).(Brief Article)
October 1, 2002... Accpac has named St. Louis-based Access Accounting eSolutions, headed by Kelley Hummel, as its Solution Provider of the Year for the United States at its Partnership reseller conference.
The company also selected Miami-based World Depot as...
Childers regroups. (Practice Development News).(Childers Consulting Group)(Brief Article)
October 1, 2002... Reseller Jeff Childers has phased out his Childers Consulting Group and replaced the Gainesville, Fla.-based reselling operation with two technology-oriented companies.
Childers says he wanted to reinvent the company, but his partner did...
Epicor hires Gariepy. (Practice Development News).(Brief Article)
October 1, 2002... Epicor Software has hired Jeff Gariepy as director of channel sales, a new position responsible for growing sales and recruiting resellers and consultants.
Before joining Epicor, Gariepy was vice president of sales with Verso Technologies...
DRMC opens office. (Practice Development News).(DeRosa Mangold Consulting opens San Antonio office)(Brief Article)
October 1, 2002... DeRosa Mangold Consulting, a Waco, Texas-based MAS 90/200 reseller, has opened an office in San Antonio, giving DRMC offices in four cities, including Austin and Dallas.
DRMC also acquired Learn A Bit, a Peachtree resource center, which is...
Simply Open launched. (Practice Development News).(Solutions 6 Group introduces Simply CMS Open)(Brief Article)
October 1, 2002... Solutions 6 Group has introduced Simply CMS Open, a version of its CMS Open practice management software, that is designed for small and mid-sized firms.
The package works on multiple operating systems, including Windows NT, SQL Server,...
CPA Programs Boom. (Practice Development News).(training programs)(Brief Article)
October 1, 2002...
CPA Programs Boom
Program CPAs Enrolled
Intuit Professional Advisors 25,000
Intuit Certified Professional 9,000
Advisors
Peachtree AccountCare 12,000
Best...
SBM manager leaves. (Accounting News).(Tom Eide leaves Microsoft Business Solutions)(Brief Article)
October 1, 2002... Tom Eide, group product manager for Small Business Manager, has left Microsoft Business Solutions to take a position as CEO of a recreational boat manufacturing company.
Eide had been one of the most visible Microsoft Great Plains...
Accpac intros Exchange. (Accounting News).(Accpac Exchange low-cost EDI system)(Brief Article)
October 1, 2002... Accpac International has launched Accpac Exchange, which the company describes as a low-cost, Internet-based EDI system.
President and CEO David Hood believes Exchange will be welcomed by the channel. "About 30 percent of channel partners...
Best Suite now MAS 500. (Accounting News).(Brief Article)
October 1, 2002... Best Software's Mid-Market Division has renamed its high-end Best Enterprise Suite as MAS 500, playing off the market recognition of its MAS 90 and MAS 200 lines.
The name change is the third for the product, which started life as Acuity,...
Intuit hosts Developers. (Accounting News).(Intuit Developer Conference)(Brief Article)
October 1, 2002... Intuit will hold the first Intuit Developer Conference this fall for developers who design products that integrate with its QuickBooks accounting applications.
The conference is scheduled for November 13 and 14 at the Hyatt Regency San...
Best buys CPASoftware. (Accounting News).(Brief Article)
October 1, 2002... Best Software has entered the CPA applications market with the purchase of CPASoftware of Pensacola, Fla. Terms were not disclosed.
Best says CPAS president Mark Fennimore and the management will continue to operate the unit, which has...
Accpac settles suit. (Accounting News).(to pay Accpac International royalties on Adagio software)(Brief Article)
October 1, 2002... Softrak Systems has agreed to pay Accpac International royalties on the sale of its Adagio program. The agreement settles a copyright infringement suit brought by Accpac.
The suit claimed Adagio infringed on the Accpac Plus line. Softrak,...
Active IQ losses grow. (Accounting News).(Brief Article)
October 1, 2002... Active IQ Technologies, owner of the Red Wing and Champion accounting lines, saw its losses grow to $4.1 million for the second quarter ended June 30, up from $1.8 million in red ink in last year's corresponding period.
The losses came as...
NetLedger ups ante. (Accounting News).(ships NetLedger Advanced Accounting software)(Brief Article)
October 1, 2002... NetLedger, which had targeted small businesses with its online Oracle Small Business Suite, has headed for the mid-market with NetLedger Advanced Accounting.
According to Steve Wolfe, vice president, product management, for the San Mateo,...
Most Effective Way to Find Candidates. (Accounting News).(employee referals best way to hire IT personnel)(Brief Article)
October 1, 2002...
Most Effective Way to Find Candidates
Other/Don't Know 10%
Company Web site 7%
Job Fairs *
Online Postings 9%
* *
Employee Referrals 31%
A survey of 1,400 chief information...
PayCycle links with Money. (Tax & Financial Planning News).(PayCycle online payroll system)(Brief Article)
October 1, 2002... PayCycle, an online payroll system, is being offered through a link with the Microsoft Money 2003 Deluxe & Business software.
The PayCycle offering is being marketed as Payroll for Microsoft Money powered by PayCycle. "It is strongly...
CPA2Biz adds E&Y. (Tax & Financial Planning News).(to use Online Tax Advisor )(Brief Article)
October 1, 2002... CPA2Biz will offer Ernst & Young's Online Tax Advisor to provide written tax advice from E&Y's tax professionals to CPAs via the company's Web site.
The accounting firm introduced the Online Tax Advisor three years ago. The firm's...
Brentmark buys Eplan. (Tax & Financial Planning News).(estate planning software)(Brief Article)
October 1, 2002... Brentmark Software has acquired the Eplan estate planning software package from U.S. Trust. Terms were not disclosed.
Eplan, a high-end estate planning program, "is a natural fit with Brentmark's other financial planning program," says...
Lacerte drops NetTax. (Tax & Financial Planning News).(Brief Article)
October 1, 2002... Intuit's Lacerte Software operations have dropped the Internet-based NetTax system for the coming tax year, although the company says the product may return to the market.
"The product was very well received by customers using it during...
Advent completes buy. (Tax & Financial Planning News).(acquires Techfi, reports 2nd qtr loss)(Brief Article)
October 1, 2002... Advent Software has completed its acquisition of Techfi, after the $23 million deal was briefly held up by a Department of Justice antitrust inquiry.
Meanwhile, Advent reported that revenue for the second quarter ended June 30 was $38.9...
GE intros software. (Tax & Financial Planning News).(GE Independent Accountants Network announces DeskTop Assistant)(Brief Article)
October 1, 2002... The GE Independent Accountants Network has introduced the DeskTop Assistant, touted as a personal work space for the company's 1,200 representatives.
The DeskTop Assistant enables reps to create, review. and edit basic financial plans,...
Taxware buys TaxSolver. (Tax & Financial Planning News).(sales and use tax software from ATX)(Brief Article)
October 1, 2002... Taxware, based in Salem, Mass., has acquired the TaxSolver sales and use tax software from ATX, on the heels of the latter's acquisition by the United Communications Group.
About 20 TaxSolver employees, based in ATX's headquarters in...
CCH launches planner. (Tax & Financial Planning News).(Financial Notebook)(Brief Article)
October 1, 2002... CCH has made available to financial planners its Financial Notebook, an interview-based organizer that is available to professionals both on CD and via the Web.
Planners can send a copy to clients or have them download it from the Web. The...
Intuit Narrows Loss. (Tax & Financial Planning News).(QuickBooks sales increase)(Brief Article)
October 1, 2002...
Intuit Narrows Loss
2001 2002
Revenue $150.3M $197.2M
Loss $61.3M $31.7M
Quarter ended July 31
Intuit says its fourth-quarter sales rose on strong sales growth in
QuickBooks. The narrowed loss...
Next year's tax software: Tax preparation is still the jewel in the crown for most firms. (Inside).
October 1, 2002... The death of tax preparation as a revenue producer has been talked about for a lot of years. But a funny thing happened on the way to the morgue--tax preparation is alive and well as professional preparers have steadily increased their share of...
ATX.(plans Total Tax Office)
October 1, 2002... A new parent, expanded Web services, even a Zillion Forms--it's been quite a year for ATX.
The company was acquired in August by UCG, whose Kleinrock Publishing division, using the TaxExpert brand, is a leader in the tax research field....
CCH.(ProSystem fx Tax)
October 1, 2002... Tighter integration between ProSystem Tax arLd other modules within the ProSystem fx Office tops the agenda this year at CCH's Tax Compliance Group.
Among new features is the direct transfer of trial balance data from fx Engagement...
CPASoftware.(Visual 1040)(Brief Article)
October 1, 2002... Arming itself in the war on paper, CPASoftware is providing users with the ability to save tax returns, diagnostics, worksheets, transmittal letters, invoices, and privacy policy notifications generated through Visual 1040 to user-defined...
Creative Solutions.(Ultra Tax)
October 1, 2002... Tightening its embrace of the Internet, Creative Solutions is rolling out a Web-based Client Organizer, deployable from a link on the preparer's own Web site.
"For those firms that understand that the Web is an excellent way to increase...
Drake Software.(Drake Tax Solution)
October 1, 2002... Fortifying its role as an e-filing pioneer, Drake Software has two major initiatives under way this season: Online Filing and Internet Electronic Filing.
As part of its www.1040.com Web-hosting program, the vendor will be adding "more...
Intuit, Lacerte.(Lacert'es e-Organizer )
October 1, 2002... Topping the list of enhancements to Lacerte's tax software is an e-Organizer, containing an editable file that taxpayers can complete on-screen. They then e-mail the file to the preparer's office for review, and data can then effortlessly flow...
Intuit ProSeries.(Tax year 2002 ProSeries tax preparation software)
October 1, 2002... Not unexpectedly, Intuit is busily forging links among its ever-expanding portfolio of tax and accounting products. For ProSeries, that means integration with all QuickBooks 2002 software, facilitating data migration for tax professionals.
...
Laser Systems.(ships TaxWorks tax preparation software)
October 1, 2002... Laser Systems has been expanding its reach over the last year. Its TaxWorks tax preparation software is widely believed to be the product introduced by Greatland/Nelco as GreatTax. And it has joined forces with Choice Technologies,...
Micro Vision.(continues focus on Tax Relief tax preparation software)
October 1, 2002... Similar to previous tax seasons, Micro Vision is continuing to provide a strong dose of Web technology in both its traditional tax preparation software, Tax Relief, and through its sister company, Accountants World.
Increasingly, the focus...
Nelco/Greatland.(Great Tax tax preparation software)
October 1, 2002... With the realization that the market for third-party e-filing services has "really dried up," Nelco is taking the plunge into tax prep with its Great Tax package. "This allows us to control our own destiny," says Tom Reader, general manager of...
Petz Enterprises.(CrossLink 1040 tax preparation software)(Brief Article)
October 1, 2002... Petz Enterprises has been diligently at work this summer enhancing both its traditional CrossLink tax prep software and its online preparation site TaxBrain.com, according to Charles Petz, director of product development.
For CrossLink,...
RIA.(RIA Tax Compliance GoSystem Tax RS )
October 1, 2002... Although RIA Tax Compliance sees its Internet-based GoSystem Tax RS system as a major part of the future, it's not ready to abandon the traditional CD-based GoSystem Tax for a while.
The company admits that a letter sent to customers in May...
TaxSimple.(Company Profile)
October 1, 2002... The Internet is strategically important to TaxSimple's president John Vora.
The company provides online tax prep for a wide assortment of federal and state returns for both individuals and businesses. Vora continues to feel the company's...
TRE-Orrtax Software Solutions.(InelliTax for Windows and DOS)
October 1, 2002... Although Orrtax's corporate structure has changed since being acquired by TRE Financial Services, Orrtax Software Solutions is still heading into the tax season with InelliTax for Windows and DOS.
In fact, Orrtax is one of the few vendors...
Universal Tax Systems.(Developing tools for tax practitioners)
October 1, 2002... After two years of honing TaxWise's interface, Universal Tax Systems is focusing on creating tools to help its tax practitioners' boost productivity and profits.
UTS will be gradually releasing tools that will increase the interaction...
Trial balance software shines: Trial balance and workpaper software offer a powerful punch. (Software Review).(CaseWare International's CaseWare WorkingPapers)
October 1, 2002... The days of needing to painstakingly create multiple spreadsheets to use as supporting schedules for a CPA firm's working papers are extinct. Certainly, there are some firms and small practitioners who refuse to adopt the latest suites of...
Making payments online: The market for electronic payment is just getting started.
October 1, 2002... In the wide world of e-commerce, it ought to be possible to do everything electronically, right? Send purchase orders, invoices, acknowledgements? Get paid? But for a lot of businesses, that last step is tough, unless you are in the consumer...
Unemployment cost control. (New Products).(Unemployment Compensation Tracking software from Watchdog Software)(Brief Article)
October 1, 2002... Unemployment Compensation Tracking was developed to assist employers who control unemployment costs in-house.
The software offers features designed to win unemployment claims, and audit state charges.
All forms needed to correspond to...
Out-of-Sight 2.0. (New Products).(from SoftWise)(Brief Article)
October 1, 2002... Out-of-Sight 2.0 can cleanse metadata, embedded information contained in Microsoft Office in electronically distributed documents, such as Excel spreadsheets.
Metadata components, such as author's name file paths, editing time, tracked...
SunSystems Collect. (New Products).(From Systems Union)(Brief Article)
October 1, 2002... SunSystems Collect establishes a central system to monitor collector activity that includes viewing all supporting documents from other systems and maintaining collection records.
It also automates and manages disputes electronically,...
Form Forge. (New Products).(Alpine Data forms generation software)(Brief Article)
October 1, 2002... Form Forge, available in both Windows and Linux versions, can be used to create federal and state tax forms in landscape or portrait orientation.
Users can save a form as a standalone form or as a PCL Macro, both ready for text overlays....
Express Business Valuation. (New Products).(from Wiley-ValuSource)(Brief Article)
October 1, 2002... Designed for Microsoft Office, Express Business Evaluation provides CPAs with comprehensive analysis, optional valuation databases, on-line video tutorials, and free telephone training.
Express Business Valuation can download nine valuation...
PracticeMaster. (New Products).(Software Technology program transfers calendar and schedule information to Outlook)(Brief Article)
October 1, 2002... A new synchronization process in PracticeMaster now automatically transfers calendar entries to the Microsoft Outlook Calendar.
This combination creates a new level of calendar and schedule tracking options for accountants wishing to use...
Plus & Minus. (New Products).(Plus and Minus 2002p )(Brief Article)
October 1, 2002... The Sale/Purchase Price/Cost History feature in Plus & Minus version 2002p provides users with a real-time history of all transactions for the specific item indicated for the active customer/vendor. Fields include document number, sales...
PDF.Capture Lite. (New Products).(Doculex PDF Capture Lite 6.0)(Brief Article)
October 1, 2002... Doculex PDF. Capture Lite Version 6, which integrates scanning and PDF conversion in one package, incorporates two-dimensional barcode creation and recognition to allow documents to be profiled and cataloged.
Lite includes rated speed...
Intuit data migration. (New Products).(services)(Brief Article)
October 1, 2002... A key hurdle for accountants migrating to Lacerte has been the transfer of legacy data, but now Intuit is expanding its services by offering data migration for accountants with tax files generated using RIA's GoSystem tax software.
...
Auditing standards. (New Products).(Brief Article)
October 1, 2002... The International Federation of Accountants (IFAC) has developed a new International Standard on Auditing entitled Auditing Fair Value Measurements and Disclosures.
The ISA covers audit considerations relating to the valuation,...
Accpac Advantage 5.0. (New Products).(Web-based accounting software)(Brief Article)
October 1, 2002... Accpac Advantage Series Version 5.0, now available as completely Web-based accounting system, can access the accounting system via an Internet browser and Web-enabled devices such as mobile phones and PDAs.
Businesses can choose the...
ProSystem fx Site Builder. (New Products).(from CCH)(Brief Article)
October 1, 2002... ProSystem fx Site Builder, formerly known as Execusite is being enhanced to help clients explore tax, business and personal financial planning issues, and stimulate demand for firms' services.
Features include the 2002 Tax Guide from CCH,...
Cougar Mountain 7.0. (New Products).(Brief Article)
October 1, 2002... Cougar Mountain Version 7.0 facilitates generating reports, tracking inventory, and managing expenses.
Version 7.0 includes efficient reversing of accrual and other postings, streamlined report posting by specifying ahead of time where...
Iambic Mail 3.0. (New Products).(Brief Article)
October 1, 2002... Iambic Mail 3.0 supports Palm OS handheld devices, including Sony Clie[yen] PEG-NR70 and NR70 and has been optimized to support Palm OS 5-based units.
The program includes short messaging service support, a filtering feature to...
Simply Accounting: offering a choice. (Channels).(top-selling accounting software in Canada)
October 1, 2002... Accpac's Simply Accounting software is number one in Canada in the market for accounting software sold by retail stores. Although it is a long way from market leader QuickBooks in the United States, the company Claims-it has taken the steps to...
Lynn Berman: Good at being best. (Accounting Technologist).
October 1, 2002... Lynn Berman, founder of SWK in Livingston, N.J., is insistent upon the point: "In today's Information Technology solutions market, it's a necessity to have a focus, to be the best at one or two things." So with business plan in hand, she has...
Packed with information. (Editor's Note).(tax planning)(Editorial)
October 1, 2002... "The main reason why planners get sued is because they do not know how to manage their clients' expectations," says Jeffrey Rattiner, author of the recently published book, "Rattiner's Financial Planner's Bible" (Wiley).
This is apropos to...
Wide usage range. (Tech Tools).(Silver Financial Planner 3.7)(Brief Article)
October 1, 2002... Silver Financial Planner 3.7 stores data for multiple clients and enables the professional to call files up for a review of a client's situation. The program's help screens include advice about investments, budgeting, taxes, and building a...
Affecting planning scenarios. (Tech Tools).(CCH Enteract)(Brief Article)
October 1, 2002... CCH Enteract allows planners to see how changes in client data affect planning scenarios through its Monte Carlo simulation capabilities. Enteract's financial scenarios are based on client data and produces charts and graphs. It supports...
Social Security comparisons. (Tech Tools).(Fplan Social Security Calculator)(Brief Article)
October 1, 2002... The Fplan Social Security Calculator compares the difference between Social Security benefits available at early retirement versus those obtained at full retirement age. The software computes the age at which it is most advantageous to begin...
More portable files. (Tech Tools).(Unger Software Methusaleh MVP)(Brief Article)
October 1, 2002... Unger Software, a New York-based marketer of financial planning software, has released Methusaleh MVP, which utilizes the XML format to make client files more portable. The company says the latest edition sports a new user interface and...
Beneficiaries benefit. (Tech Tools).(Pension Distributions Planner 6.02)(Brief Article)
October 1, 2002... Pension Distributions Planner 6.02 includes features found in the Pensions Distributions Calculator, such as exhaustive treatment of required minimum distributions and pre-59.5 distributions. Multiple beneficiaries are also handled. The program...
Valuation databases. (Tech Tools).(Express Business Evaluation)(Brief Article)
October 1, 2002... Designed for Microsoft Office, Express Business Evaluation provides CPAs with a comprehensive analysis, optional valuation databases, on-line video tutorials, and free telephone training. Express Business Valuation can download nine valuation...
Self-clearing independent B/D. (Asset Builders).(Linsco/Private Ledger Financial Services)(Brief Article)
October 1, 2002... Linsco/Private Ledger (LPL Financial Services headquartered in Boston and in now has over $40 billion invested and managed annually. It says it is dedicated to providing independent representatives with access to fee-based asset management and...
Discounted cash flows best method. (Asset Builders).(Tiburon Strategic Advisors report)(Brief Article)
October 1, 2002... Tiburon Strategic Advisors (Tiburon, Calif.), a research-based strategic consulting firm serving the brokerage and investment management industry, has released an updated version of its research report on trends in succession planning, firm...
Fiduciary initiative. (Asset Builders).(Nationwide Financial Services )(Brief Article)
October 1, 2002... Nationwide Financial Services (Columbus, Ohio) has announced a new fiduciary education initiative, including a guide, Web site, and fiduciary tools, to help investment professionals understand and manage fiduciary issues. These issues include...
Identifying estate planning opportunities. (Asset Builders).(PPC LifeRecords Engagement Planner)(Brief Article)
October 1, 2002... PPC's (Fort Worth, Tex.) LifeRecords Engagement Planner is the companion to the LifeRecords organizer. The planner provides multiple engagements that can be performed using the information container in the organizer. It helps verify that a...
What motivates Investors. (Asset Builders).(Brief Article)
October 1, 2002... Understanding Investor Behavior is a new ClientConnect module from Oppenheimer Funds (New York, N.Y.) that is designed to afford a basic understanding of the main concepts of behavior finance and demonstrate how these concepts can be applied in...
Strategic solutions. (Asset Builders).(Time Matters)(Brief Article)
October 1, 2002... Time Matters (Gary, N.C.) has a wide range of strategic solutions in practice management that includes calendars, time and task management, information management, communications management, billing and expense management, among other...
Online employment verification. (Asset Builders).(from Ceridian and Choice-Point)(Brief Article)
October 1, 2002... Ceridian (Minneapolis) and Choice-Point have agreed to provide ScreenNow to Ceridian customers--a service, available over the Internet, designed to help small and mid-sized companies meet pre-employment screening needs, including instant...
Financial services seminars. (Practice Growth).(1st Global seminars)(Brief Article)
October 1, 2002... Practicing CPAs describe how they are succeeding with financial services in four-hour free seminars provided by 1st Global (Dallas). A panel of successful practicing CPA financial advisors discuss what it takes to thrive in financial services....
Perspective on trends. (Practice Growth).(BNA's Wage Trend Indicator)(Brief Article)
October 1, 2002... BNA's (Washington, D.C.) Wage Trend Indicator offers a new perspective on trends in wage and salary growth. The WTI is designed to predict and interpret trends in U.S. private industry wages, as well as to provide timely information for...
Great Financial Planners. (Practice Growth).( Certified Financial Planner Board of Standards )(Brief Article)
October 1, 2002... The Certified Financial Planner Board of Standards (Denver) announced that 90 of the nation's 100 Great Financial Planners hold the Certified Financial Planner certification, according to the latest issue of the magazine Mutual Funds. The...
10 years of giving. (Practice Growth).(Fidelity Charitable Gift Fund )(Brief Article)
October 1, 2002... The Fidelity Charitable Gift Fund (Boston) is celebrating its 10th anniversary. It has more than 30,000 donors who have granted more than $3 billion to 66,000+ charities nationwide since its founding. The Gift Fund is the nation's second...
The "Bible" is here. (Practice Growth).(Jeffrey Rattiner's Financial Planner's Bible)(Brief Article)
October 1, 2002... Jeffrey "Rattiner's Financial Planner's Bible" has been published by Wiley. It emphasizes an ethical, practical approach to financial advising, placing paramount importance on "doing what's best for the client." Drawing on extensive interviews...
Custom messaging. (Practice Growth).(H.D. Vest)(Brief Article)
October 1, 2002... Advisors of H.D. Vest (Irving, Tex.) now have the ability to create their own custom message (letter or e-mail) within the CMS system. When advisors create their own custom message on CMS, Vest will route it for compliance approval and send the...
Back Room Technician. (Practice Growth).(Kettley Publishing financial industry software)(Brief Article)
October 1, 2002... Kettley Publishing Newport Beach, Calif.) produces software to assist financial professionals market their products and services more effectively. The success of its flagship product, Back Room Technician, has driven the growth of Kettley. With...