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Document Management - A Changing Landscape

Technology Tools and Strategies for The Progressive Accountant
By Brian Tankersley
Technology should always be used to a competitive advantage and in alignment with your business goals. That will be the theme whenever you see me write, and that’s the idea behind this column on Document Management. Many of you think you are using document management, and at some level we all are. However, if you look around your home or office while reading this, and realize that you have paper everywhere, or worse yet, have disorganized electronic storage, you may have a problem. Read more...

The United States Will Be Just Fine

There is probably something in humans and in every generation that makes us think that the problems we face are uniquely difficult.  Much has been written about the economy and, if you accept certain assumptions from what you read, you might think that we are in the midst of a global depression.  Yet, it is important to put the current economy in perspective.  We might even try reviewing and analyzing some objective data.

Read more...

Intuit Puts $ Where Its Mouth Is, Offers 'Stimulus Grants' for Firms

Intuit is awarding grants of $10,000, plus $10,000 in free products and services, to 10 tax and accounting firms, in hopes to “give them a boost to hire and invest in their businesses and thus get more done.” The campaign is centered around the tag line “get more done.”

The program is fully outlined at, you guessed it, http://accountant.intuit.com/GetMoreDone.

Read more...

Will Your Clients Want to Talk About IRAs Soon?

As I write this post I’m watching cable news and trying to understand the fact that the Dow dropped nearly 800 points today -- and knowing that, as practicing tax and accounting professionals, we’ll be asked about this a LOT, and SOON, and OFTEN. And our clients (the askers) will be scared, and angry.

The IRA has been around since the 1960s and, although it was pretty simple at introduction, it’s anything BUT today. So, with nervous clients and trillions of dollars involved it just might be a good time to make sure we know what we’re talking about.

Read more...

Don't Quit Your Day Job

The guys at Real Time Bookkeeping have produced a video -- and they asked me to share it with you. Well, okay, RTB, but I have some advice -- "Don't quit your day jobs!"

In all fairness I must confess that I actually chuckled a bit (and winced) while watching it. You may enjoy a bit of it. It runs 2:35 (IMHO that's just about 2:05 too long).

For those of you who aren't familiar with Rob Chandler's www.RealTimeBookkeeping.com offering, let me assure you that their service is MUCH, MUCH better than their musical talents!! Read more...

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