Category: Technology/Trends
The Value of Integrated CRM
Integrated CRM (Customer Relations Management) is the way the profession is moving—offering a convenient information hub for centralizing operations across an organization.
Are You Safeguarding Information When Sharing Files with Others?
As an accounting professional, you’re required to transfer sensitive information every day in tax returns, payroll reports, financial statements, QuickBooks or Peachtree files, and other financial documents. Most of us would just attach these items to an email, but is that really the safest, smartest way to share information?
Expanding Your Business with QuickBooks Integrated Applications
It seems like with all the features that QuickBooks includes, there are still gaps in functionality for some industries and specific businesses. As a QuickBooks Consultant, how do we address these issues? Sometimes it is by using a work around in QuickBooks alone, but what about when that is not enough? That is when an [...]
Connecting the Pieces in the Chunkified World of Business Processes
For those of us who make a living focused on desktop accounting software such QuickBooks, Peachtree, or any of the dozens of Windows-based accounting products, I see huge disruption, but also exciting opportunities on the horizon. As I look around at new innovations, new venture capital investments, and new successes in the market, I’m becoming more and [...]
QuickBooks and Windows 8
Sheesh, I just got used to Windows 7, and now they are coming out with Windows 8? Now we have to worry about QuickBooks being compatible with ANOTHER operating system? I got hold of a “Consumer Preview” copy of Windows 8 and I’m trying it out with QuickBooks – let’s see how it works!
The Ultimate Tool for Business Analytics
The process of laying out the right combination of meaningful numbers or business metrics is part art and part science. It requires an understanding of the business, knowledge of the application(s) which contain the numbers, a mastery of various number crunching and presentation mechanisms, and the acumen for creating something that people will not only [...]
The Dashboard Primer
The 2011 Sleeter Group Accounting Solutions Conference was an incredible showcase of what is to come in our profession. How to use the IPad, cloud accounting implementations with new perspectives on customer interaction, better tools for practitioner – were mixed in with the traditional staples of inventory management and Excel usage. But one theme stood [...]
The Sleeter Group Awesome Add-Ons for 2012
Every year since 2006 The Sleeter Group has announced a list of Awesome Add-Ons, a list of high quality software, service and hardware products that add specific functions to accounting software applications. Here’s the list of products that were selected by The Sleeter Group’s pane of technical and marketing experts for 2012, as announced at [...]
String Theory, Black Holes, and Business Analytics
One of the daily pleasures I maintain, is to take time to read my Wall Street Journal. Yes, I still like the feeling of holding a physical newspaper in front of me, just like I did when I was a kid. Back then it was sports first, then comics; now it is front page then [...]
Business Metrics–Static to Dynamic
The traditional methods of data gathering– especially in the world of compliance reporting – is to provide a report that can be run over and over again, with the same format, and with few options. In this article, I discuss the evolvement of business metrics, and what it will take to make information quickly available [...]
