Video Broadcast

Video Broadcast (44)

Easy Checklist Provides Small Firms with Workflow and Client Management Solutions

Bob Scott, executive editor of the Progressive Accountant, sits down with Michael Havey of Easy Checklist ABC to discuss the company’s new task management tool designed to assist accountants, bookkeepers and CPAs with workflow and client management. Havey explains that the product, which was developed with direct feedback from accountants, is particularly beneficial to firms with 10 or fewer employees.


Global Force International Helps Accountants Merge, Acquire or Sell Businesses

Bob Scott, executive editor of The Progressive Accountant speaks with Max Krotman, executive vice president of Global Force International. With a focus on business integration, Global Force International matches firms that synchronize on various levels ranging from economics, to work personalities and billing rights. Krotman also explains how Global Force International guides accountants through all aspects of a firm’s lifespan, from mergers and acquisitions to selling their businesses.


KBKG Identifies Specialized Tax Credits and Incentives for Clients.

Bob Scott, executive editor of The Progressive Accountant, speaks with Gian Pazzia, principal of KBKG about the way the company collaborates with CPA firms to deliver the most effective tax strategies to clients. Pazzia cites the company’s strong vertical industry knowledge and ongoing commitment to keeping abreast of tax codes updates and new regulations as key factors to ensure that clients can take advantage of benefits such as green energy tax incentives, R & D tax credits and cost segregation.


APS Pension and Financial Services Helps Companies Navigate the Growing Complexities of 401K Plans

Stephen Abramson, president of APS Pension and Financial Service sits down with Bob Scott, executive editor of The Progressive Accountant to discuss how the company is helping small to midsize businesses and CPAs better manage the complexities of the 401(k) plans. In addition to acting as a third- party administration firm to qualified plans, APS Pension and Financial Service is also an ERISA 3(21) Fiduciary, providing all the fiduciary functions required for a 401(k) on the company’s 401(k) platform.


Office Tools Simplifies Administration Through Integration and Automation

Bob Scott, executive editor of The Progressive Accountant sits down with Michael Giardina, CEO of Office Tools , formerly Office Tools Professional, to discuss how the company’s software streamlines a firm’s entire administration process, eliminating the need for separate applications. Giardina explains how Office Tools’ Workspace and Workspace Online practice management software enables companies to integrate functions such as billing, document management and even call tracking and present them via a single interface. Giardina also describes how Office Tools automates the tax office by simplifying the collection of client information.

Office Tools


QVinci Helps Accounting Firms Consolidate and Analyze Records

Bob Scott, Executive Editor, The Progressive Accountant and Suzanne Corbo, QVinci Software discuss the company’s financial reporting platform. The platform which takes in and consolidates files from multiple versions of QuickBooks, including QuickBooks Online, allows large franchises and multiple client accounting firms to view records side by side, conduct vertical analysis and where multiple groups are present, benchmark, all in a single application. Corbo also shares insight on the company’s cloud based reporting capabilities and the File Heath Check, a program searches for common accounting errors.


Intuit’s Accounting and Advisory Group Assists Accounting Practices with Growth and Efficiency

David Bergstein of Intuit’s Accounting and Advisory group, speaks with Bob Scott, executive editor, of The Progressive Accountant, about the group’s goal to assist accountants with firm growth and help clients become more profitable and efficient. Bergstein discusses cloud technology as a means for increasing practice efficiency and cites third party “add-on” applications, such as Finigraph, Spotlight Reporting and Qvinci, as key components in helping accounting practices reach their overall business objectives when used with Intuit’s products.


Intuit Tax Online Combines Digital Client Collaboration with Single Platform Connected Practice

Jorge Olavarrieta, group product manager for Intuit Tax Online, speaks with Bob Scott, executive editor of The Progressive Accountant about how the fast growing, web-based tax product is serving the professional market. With a focus on eliminating data entry, Olavarrieta shares how Intuit Link, which focuses on eliminating data entry, enables accountants to collaborate digitally with taxpayers and connect their entire practices via a single platform.


AccountingSuite Combines Cloud Accounting and Inventory to Enable Small Business Growth

Kurt Kunselman, AccountingSuite sits down with Bob Scott, executive editor, The Progressive Accountant to discuss the company’s cloud accounting and inventory product. The new product offers start-ups and growing businesses multiple inventory options that range from handling consignment to simple and sub assembly to waste and residuals. Kunselman also explains how the “all in one” offering eliminates the need for costly add-ons, allowing companies to grow to $20 million.


Exec Pay Flat at Paychex

Martin Mucci, PaychexDeclines in option and stock awards held down executive compensation at Paychex for the year ended May 31. The totals at the payroll provider rose slightly for two of the executives while those for two others fell by single digits with CEO Martin Mucci seeing his compensation to $5.9 million, a decline of 1.6 percent from slightly more than $6 million for fiscal 2014.


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