VOLUME 21, NUMBER 4
ANNUAL DIRECT ACC20111UNTANT’S
S TE 19
TECHNOLOGY & SERV
GU D
COVER STORY 6
FEATURES
49 The Insecurities of Email: What you need to know about maintaining the privacy and security of your clients’ data By Eric Pulaski
52 Productivity In Practice: The Human Touch: Using Technology to Maintain Real Client Relationships By Isaac M. O’Bannon, Technology Editor
PRODUCT REVIEWS
9 Practice Management 13 Engagement & Trial Balance 37 Point-of-Sale 44 Sales & Use Tax
ON THE WEB
Take our Productivity Survey www.CPAPracticeAdvisor.com/productivity-survey
Register for Upcoming Webinars www.CPAPracticeAdvisor.com/webcasts
Check out our Online Buyer’s Guide www.CPAPracticeAdvisor.com/buyersguide
Share Your Thoughts on our Blog www.CPATechViews.com
4 August 2011 • www.CPAPracticeAdvisor.com
Why Firms Must Advance Women By Monika P. Miles, CPA, ASWA National President www.CPAPracticeAdvisor.com/10296443
MarketingWorks: How to Supersize a Happy Meal Firm Bio By Scott H. Cytron, ABC www.CPAPracticeAdvisor.com/10296483
The Bleeding Edge: The Technology Audit By Dave McClure www.CPAPracticeAdvisor.com/10296488
GUIDI E RVICES GY
In of fo or
CONTENTS CONTENTS COLUMNS
Going, Going, Gone … Mobile One fantastically forward-thinking fi rm’s mobile rollout — websites, QR codes, and a healthy dose of methodical planning By Kristy Short, Ed.D
3 My Perspective: 5 Tips for Building a Professional Web Presence ... and Why You Should Do it Now By M. Darren Root, CPA.CITP, Executive Editor
8
From The Trenches: Improve Your Practice With SaaS By Randy Johnston
17 Business In Practice: Rule #1: Cash is King By Rene Lacerte
18
Tips & Tricks: 5 Reasons Not to Block Social Media at Work By Isaac M. O’Bannon, Technology Editor
36 Sage Peachtree Perspective: The Key to E-Mail Marketing for Small Organizations By Brian Tankersley, CPA.CITP, Technical Editor
54 Marketing In Practice: Staying on the Good Side of Growth By Kristy Short, Ed.D
3
SCAN A TAG Hold your smartphone’s camera over a tag and – voila! – you’ll be on your way!
ANNUAL DIRECTORY 20OUNTANT
In Search of Technology for Your Firm
17
or Your Clients? & S
The 2011 Accountant’s Technology & Services Guide Can Help By M
52 By Melody Steelman, Associate Publisher/Managing Editor
EASY AS
1 - 2 - 3!! 1
ON YOUR MARK Download a free QR Code Reader app (such as i-nigma QR Code or Qrafter).
2
GET SET Open the QR Code Reader and look for the tags in this issue (pages 2, 39, 47 & 56). Here’s a sample that will let you connect with us on Facebook.