Information for Accounting Professionals

Information for Accounting Professionals: Advice from Experts

Browse these articles from accounting and business consulting experts for practical advice and tips on how to get the most from your technology, and how your technology can bring out the best in your people.

Articles from Boomer Consulting, Inc.

•7 steps to managing your CRM initiative

A successful CRM implementation requires a solid plan. Here's how you can develop one.

•7 steps to selecting the best CRM system for your company

See steps that can help you find and deploy not just a new CRM system, but a system that is easy to implement and learn, and can be customized to fit your company's unique needs.

•The evolution of firm-wide learning

Today, more and more firms are recognizing that ongoing education for their managers and staff is not just an individual responsibility but a strategic improvement plan within the firm.

•"How do we do that around here?" A question of policies and procedures

You're a newly-hired staff accountant in a firm. Will it be clear to you how the functions of various job roles throughout the firm are carried out?

•10 management strategies for success in accounting business

Review a list of high-priority strategies that firms should focus on if they want to succeed during a period of transformation.

•Strategies for communicating with your clients

Have you put some serious thought into how you are going to keep those clients you worked so hard to get? See some tangible strategies can help.

•Tips for holding a successful accounting firm summit

Get tips to help you improve the results of your summit and make it an enjoyable experience for the participants.

•A positive spin on selling

Many of us have negative views about selling, but we must embrace it: Firms grow and prosper only by selling services and building a revenue stream. So what do we do?

•Wanted: A managing partner who meets all of your expectations

Where do you start when selecting a lead partner? Get tips on creating a plan and a process that will help ensure positive results.

•Building a training and learning culture

See why firms should commit to training all their people, including their administrative support staff and other non-accounting staff.

Columns from J. Carlton Collins

J. Carlton Collins, CPA, is president of ASA Research, LLC. He is also an independent author, lecturer, and analyst in the accounting systems industry.

•Practical Advice for Companies That Have Outgrown QuickBooks

Get practical tips for squeezing the most out of QuickBooks, as well as suggestions for ultimately replacing it.

•Microsoft Excel Tips: Using PivotTables for Accounting and Data Analysis

In this article, Collins walks through both the basic and complex issues involved with using PivotTables.

•How to Choose the Right Accounting System Reseller

In this article, Collins reveals the specific advice he gives his clients to help them select an accounting system reseller, including 12 actions to take.

•Sarbanes-Oxley Compliance

How can technology help companies abide by tough new government requirements? In this article, Collins offers an accountants’ view of Sarbanes-Oxley and shows how, for example, Microsoft Dynamics NAV can help you create a comprehensive audit trail.

Articles from industry analysts

•The ABCs of ERP: An Executive Primer

What exactly is an enterprise resource management system? What kinds of businesses need one? Get insight from Dr. Katherine Jones, a business analyst with Aberdeen Group.