Personal Financial Planning-Technology - A TECH TOOLS SAMPLER FOR PFP - CPA planners can use these tools to provide reliable, cost-effective services to clients. Readers will learn what software leading practitioners favor, how to choose products and which Web sites are handy for answering casual client questions or getting quick data for personal finances.
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|Authors:||Phelan, Sarah E.|
Journal of accountancy : publication of the American Institute of Certified Public Accountants. - Jersey City, NJ : Inst., ISSN 0021-8448, ZDB-ID 2193590. - Vol. 197.2004, 4, p. 45-52
Practice Management Case Study - A PAPERLESS SUCCESS STORY - To remedy tax-season inefficiencies, Habif, Arogeti & Wynne LLP, a 25-partner Atlanta accounting firm, took a plunge into the deep end of the information technology (IT) pool. This article describes how the practice embraced IT to organize common CPA office procedures and in doing so developed a digital, virtually paper-free business.
Phelan, Sarah E., (2003)
Practice Development - PAYROLL: A TIE THAT BINDS - To pay its staff, every business gathers and enters payroll data, calculates wage amounts, prepares checks and pays taxes. Here's information to help you decide whether becoming a payroll outsource provider could add business to your firm. For sole practitioners and managing partners of small to midsize firms.
Phelan, Sarah E., (2005)
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