CPA Technology Advisor Newsletter
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arrow Help Your Small Business Clients with Eight Steps for Tough Economic Times

The slowing economy and the possibility that we’re headed for a recession are worrisome subjects for small business owners, whose biggest concern is how to keep sales up when customers cut back on spending. As one of small businesses’ most trusted advisors, tax and accounting professionals are in the ideal position to offer eight steps that can help entrepreneurs in tough economic times.
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1099-ETC is easy to use and gets straight to the action

arrow IRS Clarifies Stimulus Payments & Eligibility

By Isaac M. O'Bannon, Technology Editor
The Internal Revenue Service announced the timeframe for the issuance of tax rebate checks, with payment dates based upon the last two numbers of taxpayer’s Social Security Numbers.
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40 Under 40 Nominations

arrow AICPA Launches Online Version of Accountant’s Business Manual

Provided by AICPA
The AICPA launched ABMonline, an online version of the Accountant’s Business Manual (ABM). The new resource is intended to provide tax and accounting professionals with quick reference and easy search options for 26 topics covering business, legal, tax and finance. The print version of the manual has been one of the Institute’s more popular publications for many years, providing practitioners with a one-stop reference tool.
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2008 Readers Survey

Document Management Product Selector

dms surveyThe number of document management products aimed specifically at the public accounting profession abounds. And perhaps it's that expansive array of choices that's paralyzed nearly two-thirds of the public accounting firms in America to the point of inaction, leaving them without the one tool absolutely required as the centerpiece of their journey toward the digital future.

The CPA Technology Advisor's document management solution product selector presents a series of comprehensive questions for you to answer. Your responses will trigger a report upon completion of the survey that suggests three appropriate DMS products for your firm. We believe that this tool will help your firm narrow the available products to those that best fit your stated criteria as you begin your journey into the era of digital documents.
2008 Readers Survey

Don't Miss Any of Our Regularly Scheduled Podcasts!

  • Tech2Go provides a fast-paced roundtable discussion with Executive Editor Greg LaFollette and regular columnists Brent Goodfellow, Randy Johnston and Dave McClure. These thought leaders tackle current technology issues that are impacting the tax and accounting profession.
    Sponsored by ADP
    		•  ADP

  • SBC2Go is a regularly scheduled monthly podcast with The CPA Technology Advisor's Executive Editor Greg LaFollette and regular columnist Doug Sleeter. Doug and Greg discuss technology, QuickBooks and other small business accounting software, integration, add-ons, and online software, as it all relates to the professional services and consulting industry. Hear them talk about the latest software and technology that will help you grow your business.

  • AFS2Go features information security expert David Cieslak. He and Greg discuss security issues like portals, anti-virus, anti-spam, digital certificates and more, all from the perspective of small and medium-sized tax and accounting firms.
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  • DMA2Go is our newest monthly podcast series that features Executive Editor Greg LaFollette and the country's foremost document management consultant, John Higgins. John is a CPA and a CITP and has been helping tax and accounting firms move to "the digital world" for over 20 years. He and Greg talk about product and system evaluation factors, scanning, workflow, portals, Adobe Acrobat -- all with a laser focus on the special needs of the practicing accountant.
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    March 2008
    In This Issue...

    Cashflow The Lifeblood of America's Small Businesses

    Online Exclusives

    • Productivity Survey - Free benchmarking tool for you to get your firm's Productivity Score and helpful report
    • Accountants Video Network - The cable channel of the Internet just for accountants in public practice
    • Webcasts - Register for upcoming educational events and receive Free CPE, plus you can view archived programs
    • Podcasts - Check out our monthly podcast programs:
    • TheTechGap.com - Blog from Executive Editor Gregory L. LaFollette, CPA.CITP that covers the random musings of this thought leader
    • Online Buyer's Guide - Relevant search tool for the accounting community where you can search by company name, product name or product category

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    The CPA Technology Advisor

    The CPA Technology Advisor
    110 North Bell, Suite 300
    Shawnee, OK 74801
    Phone: (800) 456-0864
    Fax: (405) 275-3101

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