Accounting For Mac Computers
2021年5月2日Download here: http://gg.gg/ugg1l
2020-09-03 17:49:40 • Filed to: Business Tips • Proven solutions
*Accounting For Mac Computers Software
*Desktop Accounting With Payroll For Mac
*Peachtree Accounting For Mac
QuickBooks for Mac accounting software by Intuit makes it easy to manage your small business finances. Sage 50 Accounting (formerly Simply Accounting) is an easy-to-use accounting and business management software that provides you with the tools you need to manage your financial transactions and streamline operations. Sage 50 Accounting allows you to understand your customers, expenses and cash flow so that you can better run and build your small business.
It can be difficult to keep on top of busy accounting tasks if you lose track of your payments. That’s why, in today’s business environment, more and more businesses have embraced digital accounting software to make their lives easier. For businesses looking to manage their finances, there are a wealth of accounting software packages on the market to make this task easy and cost-effective. Given the variety of packages on the market it’s important to do your research to find the right software for your business. Below, we take a look at the best accounting software for Mac (including macOS 10.15 Catalina). for small and medium business.
Home Products Accounting Software. Accounting Software. Completely integrate your billing and financial systems with MACC’s accounting software. Using our experience from more than three decades of serving telecom companies, MACC has developed an accounting solution to meet the needs of our nationwide client base. FreshBooks (60% Off) If you’re looking for an accounting solution that’s unbelievably easy to use on. Best 5 Accounting Software for Mac 1. FreshBooks
For small and medium sized businesses or personal users that are seeking a seamless solution for their payment, invoicing and payroll management needs, FreshBooks is one of the best and simplest solutions. This accounting software package is suitable both for on-premises accounting applications and cloud-based versions of business’s accounting functions. It has many web-based features including electronic payment, remote payroll facilitation, online banking and reconciliation, and mapping features. The versions from 2008 onwards also allow you to import data to Excel spreadsheets so you can generate custom reports more easily.
Pros:
* Includes basic functions
* Low Cost
* Easy to use interface
* Flexible with third party applications
Cons:
* Lack of advanced business-specific features
* Double entries and keying errors
* File size issues Try Freshbooks for Free >>> 2. FreeAgent
FreeAgent is a particularly handy software that enables SME’s to set up recurring invoices and automated reminders to keep on track of accounts ‘hands-free’. The expense tracking feature helps users to track their spending by taking pictures of their receipts and uploading them to FreeAgent so they can be automatically processed. This means that you don’t have to put in the legwork of processing receipts yourself. Likewise, near tax time, sole traders and limited company directors can submit tax returns in a single click. In addition, SMEs will benefit from the overhead view of their accounts and automatic bank feeds, enabling users to import bank transactions directly.
Pros:
* Simple and effective dashboard system
* Automated Receipt Processing
* Fast one click tax returns
* Real time view of cash flow
Cons:
* Core functionality is limited
* Inventory tracking is confusing
* Doesn’t have the capacity to support larger businesses Download FreeAgent>> 3. Xero
Xero is now a well-known name among Mac accounting software, due to its great interface and richness of functionalities. Functional on both PC as well as Mac, what makes it widely preferred is its ease of use. Xero doesn’t compromise on features even on the Mac version. A great thing about it is that there is no binding contract and the user can cancel their subscription at any time.
Pros:
* Real-time account monitoring available on mobile
* Multiple third-party apps included
* Simple layout
Cons:
* No way to add a digital signature
* Can’t create new business documents Download Xero>> 4. ZohoBooks
The user interface makes it easy to send professional invoices to clients from day one, whether you’re on a desktop or iPhone. Automated banking allows you to connect Zoho to your bank account for a real-time update on your transactions. Organizations are able to track inventory in real-time. The Client Portal allows you to share recent transactions, accept bulk payments and process customer feedback. One particularly useful feature is the ability to attach expense receipts. Zoho Books allows you to capture all your receipts in one place (You can also take a picture of your receipts to upload them onto the system).
Pros:
* Competitive price
* Professional invoices are easy to send
* Automated banking allows you to stay on top of your accounts
Cons:
* Can’t complete a payroll
* Receipts can feel disorganized
* Can’t create PDF files Download ZohoBooks>> 5. WaveAccounting
With Wave Accounting, a free accounting software mac, users can create and send professional invoices and receipts. The invoice system is particularly quick, with most client invoices cleared within 2 days. Payroll enables business owners to pay their workforce easily, with direct deposits and online pay stubs to save you leg work. Whether payments are by the hour or by salary, payments can be made every week, every two weeks, or monthly.
Pros:
* This accounting software mac is very cost effective
* Solid invoicing, accounting, and receipt scanning features
* Flexible Payroll features enable you to pay staff as you need
Cons:
* Pay-as-you-go service can be an inconvenience
* Advertisements are distracting
* Limited customer service Accounting For Mac Computers SoftwareDownload WaveAccounting>> Unlock the Full Potential of Accounting Software for Mac
As Mac computers have evolved, they’ve solved many day-to-day business problems, reducing the time and resources needed to achieve business goals. This applies to your accounting problems as well. Accounting software for Mac computers has made business accounting much simpler and more effective. But while this software has resolved many problems it doesn’t come without limitations. Processes like transitioning from hard copy to digital documentation, or making work more flexible and collaborative are not issues that are easily solved.
Offering a complete solution to fill the gaps in accounting processes, PDFelement is a valuable addition to your software inventory. All accounting documentation becomes flexible and open to collaboration with this simple, effective software program. Transform all file types into editable PDFs in minutes and collaborate on documents (commenting, annotating and redacting) all within one interface. Create fillable forms, combine multiple documents, and extract data for analysis. This will reduce the time needed to complete projects in-house and deal with external clients. PDFelement is your toolkit for complete accounting success.
Export data into an analysis-ready format
Manually extracting and exporting data has always been one of the biggest headaches for accountants. Hours and hours of valuable working time are wasted each year copying and analyzing data from paper forms, or manually inputting that data into digital programs. It also leads to mistakes due to human error. Leave this issue in the past with PDFelement which allows you to extract and export data at the click of a button.
To simplify the process following data extraction, all data can be exported as analysis-ready files for Excel so that that data can be further analyzed and worked into financial reporting. With full customization of data forms and batch exporting available, PDFelement massively reduces the resources needed when working with financial data.
Automatic form field recognition on PDFs
Filling out forms, and processing them, is a central part of accounting work. This is always a very time consuming task – manually printing, filling out and sending forms wastes hours of accounting effort. Most accounting programs for Mac haven’t been able to solve this problem, but using PDFelement alongside your accounting program will massively reduce the time spent working with forms in your accounting workflow.
Preserve industry-standard PDF files accurately
High documentation standards are required within the accounting industry. When creating, or converting other documents to PDF, PDFelement will ensure all files adhere to the International Standards Organization (ISO) standards for both PDF and PDF/A documents.
This means that all your documents can be saved, shared and sent across all platforms to any colleague or client with complete peace of mind. PDFelement makes this simple, efficient, and safe by ensuring that the highest standards are always maintained.
Create fillable and editable forms from scratch
PDFelement offers simple drag and drop functionality to create fillable, interactive forms from scratch. This is something that has traditionally taken a lot of time, effort and skill to complete.
The specific ‘form’ section in the program’s editing interface offers all the elements needed to create every type of form including creating form fields, tick boxes, buttons, combination boxes, and digital signature boxes. All the other editing and creation tools work effortlessly alongside the form creation features so you can create robust and user friendly forms for all your accounting requirements.
Secure confidential accounting files with password protection
Security is an ongoing issue with accounting documents that can cause major issues when mistakes are made. Controlling access to your accounting files is essential in the digital age and PDFelement, again, is the best solution for this problem.
Simply add passwords to encrypted files and manage and change multiple passwords all within the ‘Protect’ tab of PDFelement’s software. This offers complete control of your accounting documents and lets you limit who can open and view sensitive data in a manner that traditional accounting software for Mac cannot.
Protect specific, sensitive content with the redaction function
Document protection doesn’t always just mean restrictions over the whole document. Increasingly, different members of staff, or clients, need to view different content within the same file, and be restricted from others. PDFelement can help you solve this problem in minutes!
PDFelement’s ‘Protect’ tab also offers a simple tool to redact specific sections of a document, either with block redaction or redacting specific words throughout the whole document via an intuitive search function.
Several different redacted files can be created within minutes.
Use OCR to create quality, editable, digital files from paper documents
Paperless working is a goal of most modern businesses, and accounting is no different. A paperless office can have a huge positive impact on the day to day success of an accounting department.
When wondering how to effectively convert thousands of paper documents into a digital format, many businesses have often found this a difficult issue to solve. Advanced Optical Character Recognition (OCR) is a feature within PDFelement, detecting exact characters and letters on scanned documents and converting them to make the scanned files editable and searchable once they are saved to your systems. Thousands of hours can be saved when converting documents and managing all files will become easier with PDFelement.
If you are a Windows user, you can check out Top 5 Accounting Software for Windows. For those who are searching for online or cloud solution, please check out Online Accounting Software here.
Free Download or Buy PDFelement right now!
Free Download or Buy PDFelement right now!
Buy PDFelement right now!
Buy PDFelement right now! 0 Comment(s)
A Productivity in Practice FeatureA Productivity in Practice Feature
From the December 2010 Issue
From iPhones and iPods to iPads and MacBooks, Apple’s lines of computers and other electronic devices continue to grow in popularity. While consumer technology publications have noted the increased adoption of Macintosh systems for personal use, the pages of this magazine have also occasionally delved into the Mac side of things, most recently during point-counterpoint columns between our executive editor (pro-Mac) and myself (pro-PC), and similar companion columns about the iPad.
For industries such as graphic design, music production and publishing, the Mac has always been the preference. But in general business environments, the PC has remained the status quo, regardless of user preference. This is especially true for tax and accounting professionals because of the relative lack of Mac-capable professional applications for practitioners. But with the continued movement to the SaaS model where users access programs through their web browser, the platform of the computer is becoming less of an issue. However, there are still some areas that accounting and tax pros aren’t fully ready to jump to the cloud.
Bill Miranda, a Dallas-area CPA, has found a way to satisfy both his preference of all things Mac and the continuing evolutions in accounting technologies. Since he founded his practice, William Miranda CPA (www.billmirandacpa.com), in 2005, the five-person firm has used only Mac computers, a feat made possible by programs such as Boot Camp, a utility in modern versions of Apple’s Leopard and Snow Leopard (OS 10.5 and 10.6) that allows users to install the Microsoft Windows operating system, which then makes it possible to run Windows-based programs, including all professional tax and accounting systems.
Bill Miranda, CPA
Principal
William Miranda, CPA
www.billmirandacpa.com
Richardson, Texas
Productivity Score: 352Social Media:
Twitter: www.twitter.com/TaxMan45
Blog: taxmantheblog@blogspot.com
Bill has also taken the technology in his practice a step further, with remote access tools like GoToMyPC and VPN connections to his firm’s computers for his five-person staff, allowing most of them to work from home offices on a permanent basis, but with all data remaining on the computers in his firm. Yes, Bill Miranda is a technology and Mac geek, and there’s a good reason for it, he says.
“We’re in a growth mode, and we want to be as efficient and profitable as possible,” he said. “That means an extra focus on technologies that help us keep lean while growing, by being better at leveraging time and productivity.” These technologies also allow him to manage clients across the country, as well as local businesses.
As for Macs in particular, while working for several years in taxation at Peat Marwick Mitchell and Arthur Anderson, and as a tax partner with KPMG, Bill had given his daughter a Mac as a consolation bribe of sorts when they moved to Calgary, Canada, where he led the cross-border tax practice for KPMG. He soon found the Mac much more intuitive than his work-based PCs, so he got one for himself, as well, but at first just for personal use.
By 2005, when he decided to leave the Big 4 accounting world and start his own practice, he had a failing PC laptop but knew the technology was there to allow him to turn to Macs for his client service work. He is also a user and advocate of cloud computing for himself and his clients. His practice scored a 352 on the Productivity Survey, a free technology and work-flow assessment tool for tax and accounting firms (www.CPATechAdivsor.com/productivity).
Initially, Bill was a sole practitioner, and his early clients were directly in the primary specialties he’d developed over his career, managing corporate taxation, including FAS 109 and FIN 48 accounting for a few large companies, one a $500 million publicly traded medical services enterprise. He soon branched out into offering tax and accounting services to smaller, owner-managed businesses, partnerships and individual taxation.
His practice grew quickly, no doubt a result of his extensive large company taxation expertise with the large firms and his co-writing of a book with Bill Russell, which was published annually by KPMG/Prentice Hall/RIA from 1994 until 2000. He continues in an educational role by giving annual tax updates at the North American Petroleum Accounting Conference and through CPE classes for the Professional Development Institute.
Having this kind of experience in a small practice was valuable. “I have the perspective of working for a large international accounting firm with big companies, but I enjoy working for a small firm that provides lots of personal attention to my clients. My tag line is ‘Big firm experience, small firm attention.’”
Bill knew, however, that building a successful accounting firm required more than retaining a couple of large clients who might restructure or bring outsourced functions back in-house. It’s the eggs in one basket principle. But having essentially only worked for global firms since his graduation from Baylor 20 years earlier, the other areas of practice were more challenging.
“Coming from a big firm background, I didn’t really know how a small firm operated in terms of day-to-day client service, technology, management and other issues. So I built the firm the way I thought it should be and turned to a network of peers in other specialty areas that help each other by sharing practical experience.” This network holds monthly roundtables, drawing up to 70 professionals, who discuss various taxation areas, technology and practice management guidance. The CPE-eligible events are organized by Lonnie Morris, a CPA from nearby Plano.
His belief in networking also extends to his online life, which led him to be an early adopter of social networking tools and blogging. “Twitter is finally becoming more mainstream among accountants, which is really helpful to small practices because it gives them the ability to expand their expertise,” he said. His Twitter name is @TaxMan45; his blog is at taxmantheblog@blogspot.com.
“When I was at the large firms, we had resources throughout the organization that we could turn to for advice on virtually any accounting or taxation matter. But small firms traditionally haven’t had that kind of instant accessibility, until Twitter and other social networking sites grew to allow rapid collaboration between users with different specialties who are not in direct competition with each other. So now if a potential client calls up and needs an NFP audit, something I don’t necessarily have expertise in, I can reach out to my local and online peers for guidance.”
Bill is also a technology and gadget lover, in general, having long followed jkontherun.com, whic
https://diarynote.indered.space
2020-09-03 17:49:40 • Filed to: Business Tips • Proven solutions
*Accounting For Mac Computers Software
*Desktop Accounting With Payroll For Mac
*Peachtree Accounting For Mac
QuickBooks for Mac accounting software by Intuit makes it easy to manage your small business finances. Sage 50 Accounting (formerly Simply Accounting) is an easy-to-use accounting and business management software that provides you with the tools you need to manage your financial transactions and streamline operations. Sage 50 Accounting allows you to understand your customers, expenses and cash flow so that you can better run and build your small business.
It can be difficult to keep on top of busy accounting tasks if you lose track of your payments. That’s why, in today’s business environment, more and more businesses have embraced digital accounting software to make their lives easier. For businesses looking to manage their finances, there are a wealth of accounting software packages on the market to make this task easy and cost-effective. Given the variety of packages on the market it’s important to do your research to find the right software for your business. Below, we take a look at the best accounting software for Mac (including macOS 10.15 Catalina). for small and medium business.
Home Products Accounting Software. Accounting Software. Completely integrate your billing and financial systems with MACC’s accounting software. Using our experience from more than three decades of serving telecom companies, MACC has developed an accounting solution to meet the needs of our nationwide client base. FreshBooks (60% Off) If you’re looking for an accounting solution that’s unbelievably easy to use on. Best 5 Accounting Software for Mac 1. FreshBooks
For small and medium sized businesses or personal users that are seeking a seamless solution for their payment, invoicing and payroll management needs, FreshBooks is one of the best and simplest solutions. This accounting software package is suitable both for on-premises accounting applications and cloud-based versions of business’s accounting functions. It has many web-based features including electronic payment, remote payroll facilitation, online banking and reconciliation, and mapping features. The versions from 2008 onwards also allow you to import data to Excel spreadsheets so you can generate custom reports more easily.
Pros:
* Includes basic functions
* Low Cost
* Easy to use interface
* Flexible with third party applications
Cons:
* Lack of advanced business-specific features
* Double entries and keying errors
* File size issues Try Freshbooks for Free >>> 2. FreeAgent
FreeAgent is a particularly handy software that enables SME’s to set up recurring invoices and automated reminders to keep on track of accounts ‘hands-free’. The expense tracking feature helps users to track their spending by taking pictures of their receipts and uploading them to FreeAgent so they can be automatically processed. This means that you don’t have to put in the legwork of processing receipts yourself. Likewise, near tax time, sole traders and limited company directors can submit tax returns in a single click. In addition, SMEs will benefit from the overhead view of their accounts and automatic bank feeds, enabling users to import bank transactions directly.
Pros:
* Simple and effective dashboard system
* Automated Receipt Processing
* Fast one click tax returns
* Real time view of cash flow
Cons:
* Core functionality is limited
* Inventory tracking is confusing
* Doesn’t have the capacity to support larger businesses Download FreeAgent>> 3. Xero
Xero is now a well-known name among Mac accounting software, due to its great interface and richness of functionalities. Functional on both PC as well as Mac, what makes it widely preferred is its ease of use. Xero doesn’t compromise on features even on the Mac version. A great thing about it is that there is no binding contract and the user can cancel their subscription at any time.
Pros:
* Real-time account monitoring available on mobile
* Multiple third-party apps included
* Simple layout
Cons:
* No way to add a digital signature
* Can’t create new business documents Download Xero>> 4. ZohoBooks
The user interface makes it easy to send professional invoices to clients from day one, whether you’re on a desktop or iPhone. Automated banking allows you to connect Zoho to your bank account for a real-time update on your transactions. Organizations are able to track inventory in real-time. The Client Portal allows you to share recent transactions, accept bulk payments and process customer feedback. One particularly useful feature is the ability to attach expense receipts. Zoho Books allows you to capture all your receipts in one place (You can also take a picture of your receipts to upload them onto the system).
Pros:
* Competitive price
* Professional invoices are easy to send
* Automated banking allows you to stay on top of your accounts
Cons:
* Can’t complete a payroll
* Receipts can feel disorganized
* Can’t create PDF files Download ZohoBooks>> 5. WaveAccounting
With Wave Accounting, a free accounting software mac, users can create and send professional invoices and receipts. The invoice system is particularly quick, with most client invoices cleared within 2 days. Payroll enables business owners to pay their workforce easily, with direct deposits and online pay stubs to save you leg work. Whether payments are by the hour or by salary, payments can be made every week, every two weeks, or monthly.
Pros:
* This accounting software mac is very cost effective
* Solid invoicing, accounting, and receipt scanning features
* Flexible Payroll features enable you to pay staff as you need
Cons:
* Pay-as-you-go service can be an inconvenience
* Advertisements are distracting
* Limited customer service Accounting For Mac Computers SoftwareDownload WaveAccounting>> Unlock the Full Potential of Accounting Software for Mac
As Mac computers have evolved, they’ve solved many day-to-day business problems, reducing the time and resources needed to achieve business goals. This applies to your accounting problems as well. Accounting software for Mac computers has made business accounting much simpler and more effective. But while this software has resolved many problems it doesn’t come without limitations. Processes like transitioning from hard copy to digital documentation, or making work more flexible and collaborative are not issues that are easily solved.
Offering a complete solution to fill the gaps in accounting processes, PDFelement is a valuable addition to your software inventory. All accounting documentation becomes flexible and open to collaboration with this simple, effective software program. Transform all file types into editable PDFs in minutes and collaborate on documents (commenting, annotating and redacting) all within one interface. Create fillable forms, combine multiple documents, and extract data for analysis. This will reduce the time needed to complete projects in-house and deal with external clients. PDFelement is your toolkit for complete accounting success.
Export data into an analysis-ready format
Manually extracting and exporting data has always been one of the biggest headaches for accountants. Hours and hours of valuable working time are wasted each year copying and analyzing data from paper forms, or manually inputting that data into digital programs. It also leads to mistakes due to human error. Leave this issue in the past with PDFelement which allows you to extract and export data at the click of a button.
To simplify the process following data extraction, all data can be exported as analysis-ready files for Excel so that that data can be further analyzed and worked into financial reporting. With full customization of data forms and batch exporting available, PDFelement massively reduces the resources needed when working with financial data.
Automatic form field recognition on PDFs
Filling out forms, and processing them, is a central part of accounting work. This is always a very time consuming task – manually printing, filling out and sending forms wastes hours of accounting effort. Most accounting programs for Mac haven’t been able to solve this problem, but using PDFelement alongside your accounting program will massively reduce the time spent working with forms in your accounting workflow.
Preserve industry-standard PDF files accurately
High documentation standards are required within the accounting industry. When creating, or converting other documents to PDF, PDFelement will ensure all files adhere to the International Standards Organization (ISO) standards for both PDF and PDF/A documents.
This means that all your documents can be saved, shared and sent across all platforms to any colleague or client with complete peace of mind. PDFelement makes this simple, efficient, and safe by ensuring that the highest standards are always maintained.
Create fillable and editable forms from scratch
PDFelement offers simple drag and drop functionality to create fillable, interactive forms from scratch. This is something that has traditionally taken a lot of time, effort and skill to complete.
The specific ‘form’ section in the program’s editing interface offers all the elements needed to create every type of form including creating form fields, tick boxes, buttons, combination boxes, and digital signature boxes. All the other editing and creation tools work effortlessly alongside the form creation features so you can create robust and user friendly forms for all your accounting requirements.
Secure confidential accounting files with password protection
Security is an ongoing issue with accounting documents that can cause major issues when mistakes are made. Controlling access to your accounting files is essential in the digital age and PDFelement, again, is the best solution for this problem.
Simply add passwords to encrypted files and manage and change multiple passwords all within the ‘Protect’ tab of PDFelement’s software. This offers complete control of your accounting documents and lets you limit who can open and view sensitive data in a manner that traditional accounting software for Mac cannot.
Protect specific, sensitive content with the redaction function
Document protection doesn’t always just mean restrictions over the whole document. Increasingly, different members of staff, or clients, need to view different content within the same file, and be restricted from others. PDFelement can help you solve this problem in minutes!
PDFelement’s ‘Protect’ tab also offers a simple tool to redact specific sections of a document, either with block redaction or redacting specific words throughout the whole document via an intuitive search function.
Several different redacted files can be created within minutes.
Use OCR to create quality, editable, digital files from paper documents
Paperless working is a goal of most modern businesses, and accounting is no different. A paperless office can have a huge positive impact on the day to day success of an accounting department.
When wondering how to effectively convert thousands of paper documents into a digital format, many businesses have often found this a difficult issue to solve. Advanced Optical Character Recognition (OCR) is a feature within PDFelement, detecting exact characters and letters on scanned documents and converting them to make the scanned files editable and searchable once they are saved to your systems. Thousands of hours can be saved when converting documents and managing all files will become easier with PDFelement.
If you are a Windows user, you can check out Top 5 Accounting Software for Windows. For those who are searching for online or cloud solution, please check out Online Accounting Software here.
Free Download or Buy PDFelement right now!
Free Download or Buy PDFelement right now!
Buy PDFelement right now!
Buy PDFelement right now! 0 Comment(s)
A Productivity in Practice FeatureA Productivity in Practice Feature
From the December 2010 Issue
From iPhones and iPods to iPads and MacBooks, Apple’s lines of computers and other electronic devices continue to grow in popularity. While consumer technology publications have noted the increased adoption of Macintosh systems for personal use, the pages of this magazine have also occasionally delved into the Mac side of things, most recently during point-counterpoint columns between our executive editor (pro-Mac) and myself (pro-PC), and similar companion columns about the iPad.
For industries such as graphic design, music production and publishing, the Mac has always been the preference. But in general business environments, the PC has remained the status quo, regardless of user preference. This is especially true for tax and accounting professionals because of the relative lack of Mac-capable professional applications for practitioners. But with the continued movement to the SaaS model where users access programs through their web browser, the platform of the computer is becoming less of an issue. However, there are still some areas that accounting and tax pros aren’t fully ready to jump to the cloud.
Bill Miranda, a Dallas-area CPA, has found a way to satisfy both his preference of all things Mac and the continuing evolutions in accounting technologies. Since he founded his practice, William Miranda CPA (www.billmirandacpa.com), in 2005, the five-person firm has used only Mac computers, a feat made possible by programs such as Boot Camp, a utility in modern versions of Apple’s Leopard and Snow Leopard (OS 10.5 and 10.6) that allows users to install the Microsoft Windows operating system, which then makes it possible to run Windows-based programs, including all professional tax and accounting systems.
Bill Miranda, CPA
Principal
William Miranda, CPA
www.billmirandacpa.com
Richardson, Texas
Productivity Score: 352Social Media:
Twitter: www.twitter.com/TaxMan45
Blog: taxmantheblog@blogspot.com
Bill has also taken the technology in his practice a step further, with remote access tools like GoToMyPC and VPN connections to his firm’s computers for his five-person staff, allowing most of them to work from home offices on a permanent basis, but with all data remaining on the computers in his firm. Yes, Bill Miranda is a technology and Mac geek, and there’s a good reason for it, he says.
“We’re in a growth mode, and we want to be as efficient and profitable as possible,” he said. “That means an extra focus on technologies that help us keep lean while growing, by being better at leveraging time and productivity.” These technologies also allow him to manage clients across the country, as well as local businesses.
As for Macs in particular, while working for several years in taxation at Peat Marwick Mitchell and Arthur Anderson, and as a tax partner with KPMG, Bill had given his daughter a Mac as a consolation bribe of sorts when they moved to Calgary, Canada, where he led the cross-border tax practice for KPMG. He soon found the Mac much more intuitive than his work-based PCs, so he got one for himself, as well, but at first just for personal use.
By 2005, when he decided to leave the Big 4 accounting world and start his own practice, he had a failing PC laptop but knew the technology was there to allow him to turn to Macs for his client service work. He is also a user and advocate of cloud computing for himself and his clients. His practice scored a 352 on the Productivity Survey, a free technology and work-flow assessment tool for tax and accounting firms (www.CPATechAdivsor.com/productivity).
Initially, Bill was a sole practitioner, and his early clients were directly in the primary specialties he’d developed over his career, managing corporate taxation, including FAS 109 and FIN 48 accounting for a few large companies, one a $500 million publicly traded medical services enterprise. He soon branched out into offering tax and accounting services to smaller, owner-managed businesses, partnerships and individual taxation.
His practice grew quickly, no doubt a result of his extensive large company taxation expertise with the large firms and his co-writing of a book with Bill Russell, which was published annually by KPMG/Prentice Hall/RIA from 1994 until 2000. He continues in an educational role by giving annual tax updates at the North American Petroleum Accounting Conference and through CPE classes for the Professional Development Institute.
Having this kind of experience in a small practice was valuable. “I have the perspective of working for a large international accounting firm with big companies, but I enjoy working for a small firm that provides lots of personal attention to my clients. My tag line is ‘Big firm experience, small firm attention.’”
Bill knew, however, that building a successful accounting firm required more than retaining a couple of large clients who might restructure or bring outsourced functions back in-house. It’s the eggs in one basket principle. But having essentially only worked for global firms since his graduation from Baylor 20 years earlier, the other areas of practice were more challenging.
“Coming from a big firm background, I didn’t really know how a small firm operated in terms of day-to-day client service, technology, management and other issues. So I built the firm the way I thought it should be and turned to a network of peers in other specialty areas that help each other by sharing practical experience.” This network holds monthly roundtables, drawing up to 70 professionals, who discuss various taxation areas, technology and practice management guidance. The CPE-eligible events are organized by Lonnie Morris, a CPA from nearby Plano.
His belief in networking also extends to his online life, which led him to be an early adopter of social networking tools and blogging. “Twitter is finally becoming more mainstream among accountants, which is really helpful to small practices because it gives them the ability to expand their expertise,” he said. His Twitter name is @TaxMan45; his blog is at taxmantheblog@blogspot.com.
“When I was at the large firms, we had resources throughout the organization that we could turn to for advice on virtually any accounting or taxation matter. But small firms traditionally haven’t had that kind of instant accessibility, until Twitter and other social networking sites grew to allow rapid collaboration between users with different specialties who are not in direct competition with each other. So now if a potential client calls up and needs an NFP audit, something I don’t necessarily have expertise in, I can reach out to my local and online peers for guidance.”
Bill is also a technology and gadget lover, in general, having long followed jkontherun.com, whic
https://diarynote.indered.space
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