Posted in Tech2Go on June 27th, 2008

Tech2Go - Live from AICPA TECH+

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Gregory L. Lafollette 
Gregory L. LaFollette CPA.CITP		 Brent Goodfellow 
Brent Goodfellow CPA.CITP, MCSE, MST, MCT		 Randy Johnston 
Randy Johnston

Tech2Go Show Notes
Episode 18
Recorded: June 10, 2008
Duration: [00:51:45] 47.3 MB

  • Thanks to our Sponsor: ADP ADP - Automatic Data Processing, Inc.

Special Guest: David Strom — www.strominator.com

Virtualization products:

Microsoft Home Server

Next recordings:

  • July 16, 2008; 11:00am EDT
 
Posted in Small Business Consulting 2 Go on June 27th, 2008

SBC2Go Building a Webstore

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Gregory L. Lafollette 
Gregory L. LaFollette CPA.CITP		 Doug Sleeter 
Doug Sleeter

SmallBusinessConsulting2Go Episode 9 Recorded June 24, 2008
00:50:37 46.1 MB Regular Guest: Doug Sleeter, Principal at the Sleeter Group www.Sleeter.comThe CPA Technology Advisor Reader Survey shows that 57% of practitioners have clients selling products on the Internet. For those having clients doing business internationally it’s 34%.

3 million QuickBooks users and 50,000 QB ProAdvisors

Intuit QuickBooks web connector — http://support.quickbooks.intuit.com/support/pages/knowledgebasearticle/1007971
www.eBay.com www.Amazon.com
PDG Software VP Doug Blackburn [www.pdgsoft.com] Product: PDG Commerce 866-433-4734
Partners: http://www.pdgsoft.com/partners.htm
Fishbowl inventory : www.fishbowlinventory.com
Avalara Tax: www.avalara.com
ACCTivate from Alterity : www.acctivate.com
ProStores: www.prostores.com
www.NetworkSolutions.com
www.GoDaddy.com

Episode # 10 will record live on Tuesday, July 22, 2008 at 1:30am EDT at www.TalkShoe.com. Topic will be manufacturing add-ons and will feature MISys SBM

 
Posted in DocumentManagementforAccountants2Go on June 27th, 2008

DMA2Go Workflow

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Gregory L. Lafollette
Gregory L. LaFollette CPA.CITP		 John Higgins
John Higgins CPA.CITP

DMA2Go Workflow Show NotesEpisode 5
Recorded June 24, 2008
Duration: 0:39:44 38.2 MB

Regular Guest: John Higgins, CPA.CITP, Principal at www.CPACrossings.com

Episode # 6 will record live on Tuesday, July 22, 2008 at 11:00am EDT at www.TalkShoe.com.  Topic will be “Portals”.

History of workflow:

  • Ability to print to PDF file
  • Dual monitors
  • PDF annotation tools
    • PDFlyer from CCH
    • Tic, Tie & Calculate from Acct1st
    • Doc-It
  • Firms then eliminated paper files
  • Then the discovered the need for workflow

Concept of workflow

  • in analog world the floor was the inbox & the credenza the outbox, or perhaps vice-versa
  • notes were verbal
  • relied on paper routing sheets

Software needs to evolve further — they are not as mature as many document management systems. Does workflow belong in tax, practice management, document management system, or stand-alone?

Tax status systems work well IF everything is a tax return! But it’s NOT! Is workflow sold by the quart, the pound, or the mile? What about document centric workflow. Some practice management systems have some workflow built in already.

  • Thomson Practice CS
  • Adobe Acrobat used to replicate paper routing forms
  • Microsoft SharePoint
  • XCM is the only stand-alone workflow system available today

Workflow systems like Thomson GoFileRoom attempt to duplicate the concept of a Redrope client file and add automatic routing, review notes, resolution, etc. Some firms want to track time, too — but workflow shouldn’t duplicate the time & billing component of a practice management system. Workflow is not necessarily scheduling programs like www.StaffTrack.com. Small firms might like Office Tools Pro or TimeMatters/Billing Matters from Lexis-Nexis.

 
Posted in Intelligent Business Ideas 2 Go on June 17th, 2008

IBI2Go - Episode 4 Innovation with Sabbatis

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Gregory L. Lafollette


Brought to you by CCH
CCH

 
Posted in Tech2Go on June 2nd, 2008

Tech2Go - Episode 17

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Intersection Live – Tech2Go – Episode # 17

“Workflow, workflow, workflow ….”
Recorded on May 28, 2008

Microsoft announced “mid-range” SBS called “Windows Essential Business Server”

Vendor programs for accountants: 
Microsoft

Here is the info on Action Pack renewal:
Renewing subscribers will need to pass an assessment beginning June 19, 2008 with a score of 70% or higher. A valid assessment is required every two years.After you have completed a training course, you will need to wait up to 48 hours before placing your MAPS order.  Any training assessments can take up to 48 hours to register on the Partner Learning Center (PLC) and verification must be received by the PLC before you can subscribe to MAPS:

  • Valid courses are located at https://partner.microsoft.com/mapstraining.  Courses that meet the assessment requirement for MAPS expire after two years. For more information on the training requirement and how to navigate within the Partner Learning Center, see “Assessment Requirement and the Partner Learning Center” within this Guide.
  • Please note it can take up to 48 hours before your course data will appear in the Partner Membership Center.

http://www.microsoft.com/presspass/presskits/ServerSolutions/businessserver.mspx
Sage Software
Intuit

Workflow:
 XCM
Thomson Reuters – FirmFlow
AICPA TECH+ Conference
UMPCs
Fujitsu Whitebook
Sony Vaio UX Micro PC
ASUS eee
Acer
Samsung Q1 Ultra
Windows Server 2008 Tip: SMB 2.0 Self-healing NTFS is an automatic, background, replacement for CHKDSK.
Next recording – LIVE (no TalkShoe for this session!!) Episode # 18 at AICPA TECH+ in Las Vegas. Tuesday, June 10th – 2:00pm

Additional Notes & Resources Regarding MPAN & MAPS (Action Pack)
(Courtesy of Brian Tankersley, CPA.CITP [blog at: http://blog.bftcpa.com])
Thanks to our Sponsor: ADP ADP - Automatic Data Processing, Inc.

 
Posted in Intelligent Business Ideas 2 Go on May 22nd, 2008

IBI2Go - Episode 3

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Gregory L. Lafollette


Brought to you by CCH
CCH

 
Posted in Small Business Consulting 2 Go on May 15th, 2008

SBC2Go - Episode 8

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Small Business Consulting 2 Go

Episode # 8 – “Point of Sale”

Recorded live at www.TalkShoe.com — running time 45:13

Featuring Doug Sleeter of The Sleeter Group (www.Sleeter.com)

Guest: Leslie Capachietti of Automated Financial Solutions, Inc. (www.afsbooks.com)

www.attitudepositive.com works with QuickBooks and Peachtree

Next episode will be recorded on June 24th at 11:00am CDT

Voice mail at 800-456-0864 ext 2106

 
Posted in DocumentManagementforAccountants2Go on May 15th, 2008

DMA2Go - Episode 4

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Document Management for Accountants 2 Go

Episode # 4 – “Scanners”

Recorded live at www.TalkShoe.com — running time 50:28

Featuring John Higgins of CPA Crossings, LLC (www.cpacrossings.com)

          a. Scanning devices
                 i. Types of scanners - Flatbed / Sheet-fed scanners / Hand-held / 
                    Portable / MFP
                ii. Evaluation criteria
               iii. Popular models
          b. Scanning software
          c. Scanning best practices

www.CDW.com or www.NewEgg.com
Resolution / Speed / Duty Cycle / included software
www.Canon.com | www.Fujitsu.com | www.Ricoh.com

VRS from www.Kofax.com
FineReader from www.Abbyy.com
AcrobatPro from www.Adobe.com
OmniPage from www.Nuance.com

There are benefits in buying 2 “mid-range” scanners rather than 1 “high-end” scanner — redundancy / lower cost.

Next episode will be recorded on June 19, 2008 05:00 PM EDT

Voice mail at 800-456-0864 ext 2106

 
Posted in Columnist Corner on May 5th, 2008

Surface Computing — Imagine the Possibilities

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By Brent Goodfellow, CPA.CITP, MCSE, MST, MCT
Imagine an iPhone the size of a coffee table and with a 30-inch display. Okay, while “surface computing” is obviously not a device for your pocket, the new technology features similar tactile, touch-screen computing functions that may revolutionize restaurants, hotels, retail stores and entertainment venues. Brent recently got some hands-on time with Microsoft’s version, called Microsoft Surface, which works by using cameras to sense objects, hand gestures and touch. He explores the new technology and how it can benefit consumers, as well as the potential benefit it will have to the practice of public accounting.
 
Posted in Columnist Corner on May 5th, 2008

Tax Season e-Security Update

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By John Anderson, CPA.CITP, CIA, MSA
Tax season is coming, but while even security-conscious professionals turn toward tax compliance, the hackers and other bad guys are still trying to get to your data. John explains the latest security standards that can help a practice start on safer ground, and then offers additional advice for keeping your networks and client information secure.
 
Posted in Columnist Corner on May 5th, 2008

Security Through Virtualization

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By John Anderson, CPA.CITP, CIA, MSA
With the continuing threat of viruses, Trojan horses, adware, malware and other potential online pitfalls, John explores the emerging trend of virtualization and how it could lead to a new and ultimately safer Internet experience.
 
Posted in Columnist Corner on May 5th, 2008

Web Ads: A New Virus Delivery Method — Part II

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By John Anderson, CPA.CITP, CIA, MSA
As soon as you have the security perimeter established, the bad guys find a new way to sneak in. In this second of a two-part column, John describes the perils of web ads as a virus delivery method and why this is important to accountants. He also explains how click-through advertising works and how your PC gets infected.
 
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