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In the Zone: Tax Zone
June 1, 2010    
Cougar Mountain
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Do You Know At-A-Glance Where Your Business Stands – Financially?
Take Checkpoint for a Test Drive Today
Technology Solutions for Your Practice
Editor's Note
Gail Perry, CPA, Managing Editor It would be great if we could just snap our fingers and go from piles of papers and rooms full of files to having everything online and sporting a spotless desk. When I look around my office, the job of going paperless seems insurmountable. But people and companies do it every day, and there's no reason why you (or even I) can't be one of them. The good news is that the companies that make document management software are also in the business of helping you get from paper-full to paperless. Today's articles offer some tools and advice for making the leap.

Best wishes,
Gail Perry, CPA
Managing Editor
Do You Know At-A-Glance Where Your Business Stands – Financially?
Cougar MountainMost accounting software offer reports that you can wade through to find out how your business is performing – your balance and income statements, your cash flow, and a financial analysis report. With Cougar Dtails, A Financial Dashboard, you can see quickly, in graphical form, your profit and loss, cash flow and key financial indicators, all on one screen. Watch a FREE video of our financial dashboard today.
Tips for choosing the right document management supplier
Many organizations are turning to electronic document management systems to gain a competitive advantage. Document management enables organizations to electronically store, retrieve, manage, deliver, and authorize business documents.
The Virtual CFO: Using payments/banking technology to increase value
Business owners need more help than ever to manage cash flow and budget expenses – and 68 percent say they are looking to their accounting and financial partners to provide this help, according to a SunTrust survey.
Take Checkpoint for a Test Drive Today
Checkpoint   There’s only one way to find out which tax & accounting research service performs best for you: by getting into the driver’s seat yourself. So go ahead, take Checkpoint® for a spin. We’re confident you’ll quickly see why Checkpoint is the tax & accounting research service preferred by so many of your peers.
   Take Checkpoint for a test drive today. Call 800.950.1216 or visit http://ria.thomsonreuters.com/trycheckpoint to start your complimentary 30-day trial today.
The risks and rewards of going paperless
There is a plethora of benefits to be received by an accounting firm when it converts to a paperless document management system. But user beware: there are risks, dangers, and pitfalls of going paperless.
Blog: Lighten your working paper load — no more client documents!
How do you decide which client documents to retain in your hardcopy or electronic audit working paper files?
Technology Solutions for Your Practice
Amy VetterSpeaker Amy Vetter focuses on why it is important to incorporate technology into your practice. The July 19 session will focus on how to use technology to improve communication within your firm and with your clients. On Aug 2, Amy will show you how to optimize your workflow. And finally, on Aug 30, Amy will help you get started offering online consulting engagements. Register for all three Technology Solutions webcasts and save!
Blog: Are you tweaking your paperless process?
Is your firm paperless? Or, should I ask...Is your firm in a "less paper" environment? Whether this is your first season to seriously try it or you have been paperless for several years, it is important to continually refine, tweak, and improve the process.
Survey: Highest performing CPA firms know how to leverage technology
Creating a long-term sustainable business advantage is the key to success for accounting firms, in both good and challenging times, yet some firms do it better than others. What’s their secret?
Kaplan Weekly Quiz
KaplanAre you prepared for the CPA exam? Test your knowledge and keep your skills sharp by taking the weekly CPA Exam Quiz, brought to you by Kaplan Schweser CPA Review and AccountingWEB Education & Careers Zone. New questions will be posted for each section weekly. Take this week's quiz.
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