veryone knows the universal presence of QuickBooks in the small to medium business sector. This presence is not marketing hype. QuickBooks boasts over 4.5 million users and QuickBooks enjoys over 90% market share for the small business sector and an ever increasing market share among emerging businesses with 1 to 5 million dollars in annual [...]

Microsoft Exchange has long dominated the email game but Google came along and changed it. Our hosts, Kim and Brian discuss the benefits of moving to Google. Video Transcript Welcome to My Office Today, I’m Brian and I’m Kim, today we’ll be discussing email and Google Apps. Since the early 1990′s, email has been a [...]

Hosts Brian and Kim discuss better business integration software. Many companies have spent years and countless dollars (for hardware, software, development, and consulting services) developing solutions that solve individual business problems. It’s not uncommon to find many different applications running within a small office. Video Transcript Welcome to My Office Today, I’m Brian and I’m Kim. [...]

Workflow has been an integral part of our firms for years and our hosts Kim and Brian discuss how to better move work throughout the office. There has been old traditional ways to move work which included folders, notes, call messages; all were too easy to lose. A new form of workflow has emerged through software, [...]

have consulted with hundreds of firms over the last fifteen years about setting up billing software and practice management software. While each firm has its unique needs, one thing is clear: owners want to earn a good living for what they do. There are entrepreneurs, leaving the comfort of a secure job and paycheck to brave [...]

There is more to backing up your information than you might think, and I’ll show you how to properly do it. Some might be asking, “Why should I back up?” The answer to that is simple, disaster recovery. Some might be thinking that a disaster is highly unlikely, well, what about accidental deletion or user [...]

When backing up your files there are a few different procedures to understand. High capacity removable storage media such as backup tapes present a data security risk if they are lost or stolen. Encrypting the data on these media formats can reduce this problem, but presents new complications. First, encryption is a CPU intensive process [...]

Spring has arrived and you know what that means. Clean out the shed, trim the bushes and repair the sprinklers. Yes, I woke up to the beautiful sound of birds chirping and the site of blue skies and oh yeah, the “honey do list.” If you are a home owner you know all too well [...]

Recently my wife and I became “empty nesters” and I have been reflecting on some of the neat things my kids brought into our home besides the high volume and constant activity. A couple of things that our youth forced into our homes were MP3′s, iTunes, the social media craze, and phone texting. With some [...]

I just got another privacy notice from one more vendor in the mail. When I think of how easy it would be to steal my mail and my confidential data spreading everywhere it makes me nervous, and yet another notice arrives in my mail and this one has my entire credit card number on it. [...]

Why change the way I track tax work through the office? Isn’t the manual system better? If it ain’t broken don’t fix it! I have heard these and many other sayings over the years and it never surprises me, because Accountants, like many of us, don’t like change. If you are using a manual system [...]

Many owners have considered removing such luxuries as the “coffee break” to help curb lost productivity. There is a guilty culprit to lost productivity, and it’s not the coffee break. The following will describe a workplace environment we know all too well. In a firm that has multiple staff members, delegation and management for the [...]

There are many ways to communicate to those in our department, office, our clients, and vendors but it has become increasingly difficult to manage the most effective ways to communicate. Here are some of the most common problems and best practices to have more efficient communication. Let’s take a look at the many elements to [...]

What the Right Practice Management Suite Can Do for You? Practice Management Suites come in many flavors but how do you find the right one for you? My Office Today interviewed Toni Springer, owner of Toni B. Springer, CPA, with an office of six employees. Toni looks to Office Tools Professional to help her run [...]