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Technology

LinkedIn Tips Part 3: Your Status

In Part 3 of his LinkedIn series for start-ups, Mark Lee explains how to use status updates – what works and what doesn't.
Technology

Converting Your Client from QuickBooks Desktop to QuickBooks Online

So you have a client that wants to make the jump from QuickBooks Pro, Premier, Mac, or Enterprise? This is indeed exciting news, and I shall happily guide you through this process. Come with me, and let's go down this path together. I promise you're in good hands; I've been doing this for a very long time.
Technology

How to Disable Worksheet Animation in Excel 2013

Excel 2013 has arrived, and for the most part, it's much like Excel 2007 and 2010, but with some spiffy new features, such as Recommended Charts and Pivot Tables, Flash Fill, Quick Analysis, Power View, and more.
Technology

CSA Endorses AICPA Reporting Framework for Evaluating Controls over Cloud Providers

The AICPA framework for evaluating technology-related controls and other safeguards used by Cloud service providers has been endorsed by CSA, a not-for-profit organization that promotes best practices on security assurance within Cloud computing.
Technology

LinkedIn Tips Part 2: Getting Connected

In Part 2 of his LinkedIn series for start-ups, Mark Lee explains how to use the networking element of LinkedIn to connect with peers and potential prospects.
Technology

Stand Out and Stay Ahead of the Competition

When you know who your competitors are and what services they provide, you can better plan your marketing efforts and messaging to stand out among your peers. A quick review of competitors' websites will reveal a lot.
Technology

Encryption Seen as Best Security Measure to Safeguard Laptops

Laptop computers are top targets for thieves, and, as many victims have found, the true cost of their loss is measured not by the price of the hardware and software, but by the proprietary information on board.
Technology

Restoring Classic Print Preview in Excel 2010/2013

Excel 2010 introduced a new "Backstage View" where print preview became embedded into the File menu. Excel 2013 continues this tradition, but you can get your "old-school" print preview functionality back with a few quick steps.
Technology

KPMG Survey Finds Shift to Cloud Presents Unexpected Challenges, Costs

The shift of IT systems to Cloud computing from an in-house infrastructure is proving more expensive and more complicated than first anticipated, according to KPMG International's "The Cloud Takes Shape" survey.
Technology

Using the Web for Marketing

Using the Web for marketing is popular for good reason. There are many low-cost tactics that require little to no cash outlay, such as e-mail and social media. All marketing initiatives take time, and these options are no exception.
Technology

LinkedIn Tips Part 1: Getting Your Profile Right

I've long held the belief that LinkedIn is a serious online business networking tool, and it can be an effective tool for start-up practices. This is the first article in a three-part series where I'll explain how LinkedIn can help the solo practitioner.
Technology

Identifying Duplicate Values in an Excel List

Excel expert David Ringstrom, CPA, explains how to identify duplicate values in worksheets using any version of Excel.
Technology

CPAs Adding Social Media to Connect with Clients and Find New Ones

CPA firms' use of social media is evolving, from the simple use of e-mail, a web page, or the telephone, to messaging via Twitter or through postings on Facebook and LinkedIn.
Tax

IRS Adds Tumblr to Its Growing Lineup of Social Media Platforms

The IRS is reaching out to taxpayers with a growing array of social media platforms in order to deliver more timely information to filers and preparers. Its latest is Tumblr, which lets web browsers, smartphones, tablets, or desktops, access and share text, photos, videos, and podcasts.
Technology

BlackBerry 10 Platform Launches on Two New Smartphones

On January 30, BlackBerry® launched BlackBerry 10, the redesigned, reengineered, and reinvented BlackBerry platform that creates a new and unique mobile computing experience.
Tax

Free Spreadsheet-Based Form 1040 Available for 2012 Tax Year

It's not just the IRS that's been madly updating forms for the 2012 filing season. Right on schedule, Glenn Reeves of Kansas has released his sixteenth spreadsheet-based version of the US Individual Tax Return, commonly known as Form 1040.
Technology

Microsoft Office 2013 Officially Released

The latest incarnation, or rather incarnations, of Microsoft's flagship productivity suite were released on January 29, 2013. The plural reference is a nod toward both the web-based Office 365 version as well as the new Office 2013 desktop versions.
Technology

Align Marketing and Technology to Improve Your Firm

Marketing and internal technology have, in the past, been two departments that were adversarial in many companies. The gap was easy to define. But it's increasingly necessary that the two areas work closely together.
Technology

How Accountants Use Social Media for Business

Many accountants use social media for their business as a way to be present online where the like-minded linger. Social media can start and nurture conversations between you and clients, prospects, and other business partners.
Technology

Collaborating with Your Clients in the Cloud

While the days of driving to your clients' offices may not be numbered, many accountants are taking advantage of technological advances to more efficiently collaborate with their clients from afar.

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