Company Announcements: Week of September 3, 2012

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Small business owners no longer have to be the jack of all trades. They can be the jack of their own trade. New additions to QuickBooks Online and its suite of connected applications deliver a complete financial management solution to any small business. Instead of making due with a patchwork of many separate back-office solutions, small business owners can personalize an all-in-one financial management experience that runs the back office so they can be more productive and focus on running their businesses.

For more than 360,000 paying small business subscribers, the online financial management program from Intuit Inc., makers of the best-selling QuickBooks software, does more than accounting. As an open system, it adds value through seamless integration with Intuit apps and third-party apps, and mobile access to data.

The latest updates to the QuickBooks Online suite make it more powerful, more flexible and easier to use than ever: 

  • Unlock data to save time on critical tasks. The new Downloaded Transactions feature borrows the ease of use in to help small businesses save significant time banking in QuickBooks Online. Eliminating manual entry and minimizing errors, Downloaded Transactions automatically imports and smartly categorizes new transactions from a user's bank or credit card accounts. After users categorize a transaction once, QuickBooks Online learns and applies the rule. Users always control what transactions save to their books and have the latest transactions at their fingertips without having to log into bank or credit card accounts.
  • Small businesses can get paid faster with Money Bar, another new feature. It centralizes income forms, including estimates, invoices and sales receipts, summarizes totals for due or past due transaction items, and then guides the user to take immediate action. A patent-pending status bar shows progress as the user banks income, tracking a transaction's status from estimate to paid.
  • Complete more key tasks on the go. Feature additions to QuickBooks Mobile, such as the ability to record payments, provide total access to invoices and customer balances in QuickBooks Online. QuickBooks Mobile is a free companion app and is the most comprehensive of its kind. It is available on Apple and Android mobile devices.
  • Customize QuickBooks Online with third-party applications. New add-ons fully integrate with QuickBooks Online data to create tailored solutions that serve the distinct needs of every small business, including project management and inventory management. Businesses can try and buy apps at the Intuit App Center, including premier solutions, such as, Mavenlink, Salesforce for QuickBooks and SOS Inventory.

These updates to QuickBooks Online not only help small businesses spend less time on accounting, they also improve client-accountant collaboration. Learn more and sign up for QuickBooks Online.


Lattimore Black Morgan & Cain, PC (LBMC) has named John A. Litchfield, its Chief Operating Officer (COO).  

Litchfield, a CPA and previously the leader of the firm's Audit practice, has now assumed the new role of COO where he will be responsible for and oversee LBMC's internal accounting, technology, human resources, training, and all administrative functions of the firm's operations. In his new role, he will also maintain some of his client relationships. 

Managing Partner David Morgan had this to say about Litchfield's new role",John will be excellent at managing the day-to-day operations of these key areas in our firm. Having been a partner since 1996, he fully understands the organization and how these core service areas work as the foundation of our operations." 

Litchfield is a cum laude graduate of Murray State University with a Bachelor of Science in Business with an area of concentration in accounting.

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LBMC is proud to announce that Andrew Bissonnette, CPA and LBMC Healthcare Partner in the Accounting and Assurance Practice, has been named to the Nashville Health Care Council 2012-2013 Board of Directors. 

"We are very proud of Andrew's recent appointment as this is perhaps the most influential health care-related board of directors in the Southeast", said LBMC founder and comanaging partner Mike Cain. "It's just another measure of LBMC's leadership in the health care industry." 

Bissonnette has been practicing public accounting for eighteen years and has spent the last thirteen years serving the health care industry. He serves as the client service partner or technical consulting partner on a number of health care engagements, including for profit and not-for-profit hospitals, behavioral hospitals, surgery and imaging centers, continuing care retirement communities, rehabilitation, physician practice management, pharmacy, and home health care companies. 

The Nashville Health Care Council, founded in 1995 as an initiative of the Nashville Area Chamber of Commerce, is an association of health care industry leaders working together to further establish Nashville's position as the nation's health care industry capital. The health care industry is Nashville's largest and fastest growing employer, generating more than $70 billion in revenue and over 400,000 jobs globally. 

Bissonnette is a graduate of Mississippi State University with a Bachelor of Professional Accountancy and Master of Professional Accountancy with a tax emphasis.

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LBMC has added Kyle Hendrickson and Seth Neller to its Brentwood (Nashville) office. 

Hendrickson has joined the accounting firm as a senior consultant within the health care consulting division. He previously worked as an associate with the health care team at Avondale Partners. He brings a solid foundation of knowledge of the ever-changing health care environment as well as experience in various valuation and financial analyses of health care companies. Hendrickson continues to be an active member of Leadership Healthcare as well as a volunteer at the Monroe Carell Jr. Children's Hospital at Vanderbilt.

Neller has joined the accounting firm in a senior position in the accounting and assurance services department. He brings a broad range of experiences, including having worked for a local CPA firm in Plano, Texas, focusing on providing accounting and assurance service to clients in the technology, manufacturing, distribution, and not-for-profit industries as well as working on employee benefit plan audits. Neller earned a bachelor's degree in accounting and economics from Harding University.

In addition, LBMC has added Chris B. Stalans, CPA, in its Chattanooga office.

Stalans has joined the accounting firm in a manager position in the accounting and assurance services department. He brings a broad range of experiences, including having worked with clients in the manufacturing and distribution industry as well as working on benefit plan audits. He previously worked as a manager for assurance services at Ernst & Young, LLP. Stalans is a graduate of Carson Newman College with a bachelor's degree in accounting.


Atlanta-based accounting firm, Moore Colson, recently announced the promotions of five firm professionals: 

Jonathan Levens, CPA - Senior Manager, Tax Services: As a senior tax manager in the firm, Levens's primary focus is on tax compliance and planning services for closely held businesses and their owners. His responsibilities include the coordination of tax services for clients, planning and organizing engagements, managing the progress of work, suggesting and implementing tax planning ideas, and supervising staff. He is a graduate of the University of Georgia in Athens, Georgia, with a BBA in accounting, and he has a Master of Taxation from Georgia State University.

Katy Ensminger, EA - Manager, Tax Services: Ensminger's primary focus is on tax compliance and planning for closely held businesses and their owners. Her business background includes serving clients in the staffing, health care, construction, professional services, and manufacturing industries. In 2012, she received an EA designation. Ensminger earned BS in accounting and economics in 2007 from Berry College, and was the recipient of the Dr. Sam Spector Business Scholarship and the O. Wayne Rollins Work Award based on superior work performance. 

Kelly Bird, CPA - Manager, Business Assurance: Bird joined Moore Colson's Business Assurance practice as a Senior Associate in 2010. Prior to joining Moore Colson, she worked with UHY Advisors as a senior accountant-audit. She performed year-end audits of 10Ks, quarterly reviews and reviews of other filings for public companies in the health care solutions, medical technology, mortgage lending, and energy industries. Bird is a graduate of the University of Georgia, Athens, Georgia, with a Master of Accountancy in Audit and a Bachelor of Business Administration in Accounting. 

Sydney Trew - Senior Associate, Tax Services: Trew joined Moore Colson in 2010 as a tax associate after serving an internship with the firm in 2009. He is a graduate of Samford University, Birmingham, Alabama, with a master's in accounting and a bachelor's in accounting with a concentration in international business. Trew is currently pursuing her CPA license. 

Marissa Nash, CPA - Senior Associate, Tax Services: Formerly a tax associate with the firm, Nash served as an intern with Moore Colson during the summer of 2008. She is a graduate of Georgia State University, Atlanta, Georgia, with a Master of Taxation. She is also a graduate of the University of Georgia, Athens, Georgia, with a BBA in accounting. 

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Moore Colson also recently announced the admission of Elizabeth S. Miller, CPA, as a partner in the firm's Corporate Accounting Practice. Her new role with the firm will be to lead and grow the Corporate Accounting Practice, providing firm clients with bookkeeping, compilations, and payroll tax preparation services.

With over twenty years' experience in public accounting, Miller specializes in providing accounting consulting to growing businesses in the construction, manufacturing, distribution, healthcare, and information technology industries through design, implementation, and maintenance of internal accounting systems. Also an IT consultant on various accounting software packages, she serves as a contract CFO for businesses in various industries where she manages accounting departments, directs final preparation of financial statements, works directly with lenders and surety agents, and assists management with job costing estimates.

She attended Woodward Academy and The Baylor School in Chattanooga, Tennessee. Miller received a Master of Business Administration from Kennesaw State University and a BA in accounting from Western State College in Colorado. 


In response to the explosive growth of mobile devices by businesses to increase productivity, SmartVault, a leading provider of SaaS document storage and sharing solutions, announced the availability of its new application for the Apple iPad. With SmartVault for iPad, users can browse, search, view, and share documents from the convenience of their tablet.

"Building out a robust set of applications for mobile devices is core to our strategy and vision", said Eric Pulaski, founder and CEO of SmartVault. "The ability to work from any location and from any device is essential if businesses want to increase productivity. Our goal is always to help improve workflow efficiency and make our customers' work life easier. Offering all the features people love about SmartVault, optimized for mobile access, supports this goal."

SmartVault for iPad offers users a "command center" where they can receive and send links to files, e-mail files as attachments, upload photos and images to SmartVault, work in other iPad apps that support the "Open in..." feature, and access an enhanced PDF viewer in full-screen mode.

SmartVault for iPad is available now as a free download for SmartVault users. 



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