there’s an app for that. both cch and thomson reuters headlined their user conferences with new mobile apps. first, thomson reuters released mobile cs, “a first-of-its-kind iphone app for tax and accounting professionals.” as a practice management tool, it extends … continued
cpas brainwash themselves. here’s how to fight back and finish strong. by jason m. blumer thriveal +cpa network i hear it all too often from the old guard retiring: “i’m worn out,” or “we are merging because we don’t have … continued
are portals part of your client service strategy yet? in this series of soundbites from his keynote speech at the annual cch users’ conference, cch wolters kluwer ceo kevin robert starts by challenging accountants to understand their clients’ service needs. … continued
but cch’s prosystem fx and intuit’s lacerte lead in market share. via www.journalofaccountancy.com of the 17 products identified for the survey, drake and thomson reuters’ ultratax cs were in a virtual tie for first place for the highest overall rating. … continued
how to seize bigger opportunities by understanding and addressing a client’s real business issues and life goals.
by rick telberg
in a market filled with accountants competing for clients and for work, how can you stand out?
technical expertise will only take you so far. and sometimes it can even steer you wrong. at least that’s the contention of leslie shiner of mill valley, calif-based the shiner group, a leading small business accounting software consultancy.
with technical expertise, she warns, “if the only thing you have is a hammer, then everything looks like a nail.”