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• The Future of the Paperless Office

  November 3, 2009

  Consider for a moment the amount of time you and your employees spend every day handling paper documents: printing, filing, organizing, highlighting, shredding, exchanging, and researching.
  
  Everyone’s talking about going Paperless. You know your firm can benefit from the improved efficiencies it brings, but what is the first step towards making the move?
  
  Join us as we discuss the Five “Must-Haves” for a successful paperless firm, learn to avoid the common paperless pitfalls, maximize your technology, and more!
  
  Speaker:Mark Ryburn, Product Manager - Workflow Solutions, CCH, a Wolters Kluwer business
  
  SourceMedia Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417 or by visiting the web site: www.nasba.org

• Still at the core: Trial balance and engagement workpaper apps

  November 2, 2009

  Trial balance and engagement workpaper software solutions are two completely different kinds of applications that must be treated differently. Yet they are increasingly brought together, either as a matched pair of critical applications or within the same software suite, so it only makes sense to consider them together.

• Grappling with SOX

  October 19, 2009

  Software solutions tackle Sarbanes-Oxley from many different directions

• Entry-level staying power

  July 8, 2009

  There are fewer, but tougher, low-cost accounting packages.

• SOFTWARE REVIEW: Time and billing: When the going gets tough, the tough get smarter

  June 1, 2009

  Keeping tabs on your practice's receivables, making sure that clients are billed quickly and accurately, and do not fall too far behind in their payments, not only helps your practice - it prevents your clients from getting in over their heads in their payables to you, which often results in lost clients and large receivables write-offs.

• Products with Staying Power

  May 20, 2009

  There are fewer, but tougher, low-cost accounting software packages.

• Software Review: Nonprofit accounting software - no universal approach

  May 4, 2009

  The general consensus in the industry is that accounting software is accounting software. That generalization comes to a screeching halt when the entity is a nonprofit.

• Software review: Recession relief: Using online payroll can save you money

  April 19, 2009

  The economic meltdown has many companies evaluating methods for preparing payroll

• A Toolkit for the Financial Planner

  April 5, 2009

  Given the current economic situation, conducting a financial planning practice isn't getting easier. With the financial uncertainty of the past several years, investors have become uncomfortable with the 'business as usual' planning approach.

• Online Payroll Can Save You Money

  March 31, 2009

  Letting someone else wade through the process can benefit clients.

• Software review: Making documents go with the flow

  March 15, 2009

  A year ago, the emphasis in document management systems remained on the core areas of scanning, storing and retrieving documents. But the emphasis has changed in the past year, making it clear that document management alone will give way to integrated workflow in which document management is only one part.

• Software review: Shaky economy dictates need for business planning software

  February 23, 2009

  Economic recessions are no time to be plowing into software development unless the company either needs the cash flow from a new version to keep going, or the product is so outdated that an update is mandatory. Otherwise, the money is better spent in beefing up product support and planning for marketing when the economy recovers.

• Planning to Ease the Pain

  February 7, 2009

  The need for financial planning tools that can help is greater than ever. Products reviewed: Cheshire WealthManager, eMoney, GainsKeeper, MasterPlan, NaviPlan, Morningstar Principia, Profiles Professional, PFP Notebook, PFP Relief, ViewPlan

• Mid-range software provides a more robust solution

  January 5, 2009

  There are a number of ways that your clients can outgrow their entry-level accounting software.

• Asset allocation software: More critical in hard times

  December 15, 2008

  Let's face it - the economy is in bad shape. Investment houses are going out of business, banks are failing, and many investments have lost an incredible amount of value.

• Nonprofit Accounting Software

  December 1, 2008

  Products reviewed: Accufund, Cougar Mountain Fund Suite, The Financial Edge, MIP Fund Accounting, QuickBooks for Nonprofits.

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• Still at the core: Trial balance and engagement workpaper apps

• Products with Staying Power

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