2008 CPA's Resource Guide

Categories

Accounting and Auditing

CareerBank
6183 Executive Boulevard
Rockville, MD 20852
Phone: (877) 468-9536

IDEA Data Analysis Software
Audimation Services
1250 Wood Branch Park, Suite 480
Houston, TX 77079
Phone: (888) 641-2800
Fax: (281) 749-0205
Contact: Phyllis Eriksen
E-mail: phyllise@audimation.com

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Accounting Research

CCH, a Wolters Kluwer business
Phone: (888) CCH-REPS
Website: CCHGroup.com/ARM
Accounting Research Manager®

Accounting Research Manager® is a comprehensive financial knowledgebase that provides
materials designed to help solve your most pressing issues. Continually updated five times daily, it
is the most timely, complete, interpretive and objective source for your financial reporting needs.

It provides links to FASB, AICPA, SEC, EITF, IASB, PCAOB, GASB, GAO, and OMB
authoritative and proposal-stage literature, plus insightful guidance from financial reporting
experts. Get the latest changes to GAAP, GAAS, and SEC rules. Maximize your research time,
while enhancing your results.

For further information, call 1-888-CCHREPS (1-888-224-7377), or visit us at
CCHGroup.com/ARM.

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Accounting Software

CYMA Systems
2330 W. University Drive, Suite 4
Tempe, AZ 85281
Phone: (800) 292-2962

DiCentral
1199 Nasa Parkway
Houston, TX 77058
Phone: (281) 480-1121

eTEK Accounting Software
5445 DTC Parkway
Penthouse Four
Greenwood Village, CO 80111
Phone: (800) 888-6894

Intuit, Inc.
5601 Headquarters Drive
Plano, TX 75204
Phone: (800) 765-7777
Contact: Sales Representatives
E-mail: ProTax_Sales@Intuit.com

Lacerte® Tax software helps firms maximize productivity and complete critical tasks. Its design
matches the flow of a tax return, making it easy to learn and use. With Lacerte, you can prepare virtually any tax return. The software works with QuickBooks® Premier Accountant Edition, allowing seamless client data exchange. Call 1-800-765-7777 or visit www.lacertesoftware.com/demos to order your FREE Evaluation Kit.

Red Wing Software, Inc.
491 Highway 19
Red Wing, MN 55066
Phone: (800) 732-9464

TIW Technology, Inc.
769 Youngs Hill Road
Easton, PA 18040-6726
Phone: (610) 258-5161

WizSoft Inc.
6800 Jericho Turnpike, Suite 120 W
Syosset, NY 11791
Phone: (516) 393-5841

WizSoft Inc. develops and markets software products for the business sector.

WizCount Reconciliation – bank and account reconciliation reveals all the matching sets
and leaves the open transactions. WizCount-R matches all the one-to-one, one-to-many, many-to-many transactions based on the user’s criteria and selects the best reconciliation option when a match can be performed in several ways.

For a free trail version go to www.wizsoft.com.

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Accounting Software Partners

Queue Associates
42 Broadway, Suite 1814
New York, NY 10004
Phone: (212) 269-1313
Fax: (212) 425-4055
Contact: Gwendolyn Blakemore
E-mail: info@queueassoc.com

Queue Associates, Inc. is a full service technology consulting firm, focused on providing
Microsoft-based solutions to various sized organizations. These solutions include accounting and
finance, project accounting, financial reporting, internet-enabled enterprise resource planning
(ERP), sales force automation, and customer relationship management (CRM) systems. Queue provides a full range of services including installation, implementation and training, customization, and ongoing technical support to clients.

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Accounts Receivables Collections

MiniSoft Worldwide
13450 N. Black Canyon Highway, Suite 280
Phoenix, AZ 85029
Phone: (800) 888-4785
Fax: (602) 870-7932
Contact: Patty Robertson
E-mail: probertson@minisoftworldwide.com
Web Site: www.minisoftworldwide.com

MiniSoft Worldwide your total accounts receivable management organization. With 20 years
of market experience, we provide the right tools for the job of managing your accounts receivable collections while enhancing your client relationship.

Whether it is scalable AR collections software, best practices consulting or accounts receivable
outsourcing we can tailor a solution that fits your organization, now and as your firm grows.

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Appraisal

NEBB Institute
2014 W. 13th
Wichita, KS 67203
Phone: (866) 632-2467
Fax: (866) 992-8669
Contact: Debra Baker
E-mail: marketing@nebboffice.com
Website: www.nebbi.org

The IRS and lenders will no longer accept and will disallow values on your client’s machinery
and equipment if it’s not derived from a Certified Appraiser. To eliminate the risk of liability,
stop guessing or relying on a value that is not substantiated and defensible. Earn the CMEA professional designation or call upon a Certified Machinery & Equipment Appraiser who can deliver a USPAP compliant Certified Appraisal Report.

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Business Intelligence Tools

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site: CCHGroup.com/ProfitDriver
CCH, a Wolters Kluwer business
ProSystem fx Profit Driver

ProSystem fx Profit Driver is a financial diagnostic and analytical solution that transforms client
data into an interactive strategic planning tool, enabling professionals to instantly show their
clients the outcomes of “what-if” scenarios and develop detailed plans for reaching goals. The program provides information that can help firms understand clients and better meet their needs,
allowing them to compare business performance against industry standards with benchmarking data functionality.

Profit Driver allows professionals to analyze financial performance for up to 40 consecutive
periods and highlight key trends. The program’s powerful reporting features include easy-to-understand graphical illustrations, informative analysis screens, and instant diagnostic reporting written in plain language.

Other features add even more value to Profit Driver. The Xpert feature helps to explain the most
complex financial statement ratios and results, and a unique one-page financial scorecard transforms financial statements into one powerful screen with instant calculation of critical results and business drivers. Budget vs. Actual analysis helps firms perform projections as they create budgets, with just the click of a button.

Profit Driver integrates with ProSystem fx Tax Engagement and ProSystem fx Tax, as well as
data in spreadsheet form.

For more information, call 1-800-PFX-9998 or visit us at CCHGroupcom/profitdriver.

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site: CCHGroup.com/WriteUp
ProSystem fx® Write-Up

ProSystem fx® Write-Up helps firms view and mine data to streamline the day-to-day management of their clients’ operations. Powerful reporting capabilities allow firms to accurately
analyze their clients’ financial positions.

The program can also be customized so it works within the existing workflow. Transactions
can be coded by departments, divisions, locations, and other categories. Information can be filtered and sorted for customized reports, and the menus and toolbars can be adjusted and personalized.

Write-Up includes a variety of tools to help firms expand their payroll businesses, including
signature-ready payroll forms, ready-do-print 1099s, payroll and tax liability reports, and convenient payroll processing. Client bank accounts can be reconciled with one-click access to reveal current or past reconciliations.

Tightly integrated with other solutions offered in the ProSystem fx Office Suite, Write-Up lets end
users export data to ProSystem fx Tax for quicker tax return preparation. Customized statements and reports can be exported to ProSystem fx Engagement and Trial Balance, and PDFs of statements and reports can be uploaded into ProSystem fx Document.

For more information, call 1-800-PFX-9998 (1-800-739-9998), or visit us at
CCHGroup.com/WriteUp.

IDEA Data Analysis Software Audimation Services
1250 Wood Branch Park, Suite 480
Houston, TX 77079
Phone: (888) 641-2800
Fax: (281) 749-0205
Contact: Phyllis Eriksen
E-mail: phyllise@audimation.com

PROPHIX Software
350 Burnhamthorpe Road, West, Suite 1000
Mississauga, ON L5B 3J1 Canada
Phone: (905) 279-8711, ext. 245
Web Site: www.Prophix.com/cpa

PROPHIX, a leading provider of financial business intelligence and performance management
solutions specializing in forecasting, corporate budgeting, strategic planning, consolidation, financial analysis and scorecarding, is proud to introduce PROPHIX Express.

PROPHIX Express is a complete financial performance management package with powerful
budgeting and planning capabilities, specifically designed for organizations looking to implement a
robust solution in as little as three business days without sacrificing flexibility.

For additional information call 1-800-387-5915 or visit www.prophix.com/cpa for a FREE
trial.

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Business Valuation

The Institute of Business Appraisers
P.O. Box 17410
Plantation, FL 33318
Phone: (800) 299-4130

Check21 Solution

EFTx North America Corp.
11 Lisa Court
Matawan, NJ 07747
Phone: (718) 304-7430
Fax: (718) 360-2303
Contact: Allan Komitee
E-mail: akomitee@eftxna.com

EFTx is a service-oriented technology provider offering check processing, ecommerce and
electronic payment transactions, including checks over the internet and an automatic recurring payment solution. EFTx offers a comprehensive Check-21 Solution providing quicker funding,
automatic NSF resubmissions and receivable updates directly from the depository function. We
eliminate hours and hours of labor time for your clients in the depository, updating of receivable and collection of NSF functions.

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Cost Segregation

Construction Cost Recovery, Inc.
55 Red Oak Lane
White Plains, NY 10604
Phone: (877) 577-3800

Construction Cost Recovery, Inc. (CCR) is a national consultancy that provides cost
segregation services for real estate owners and their accountants.

CCR’s team includes construction professionals, cost estimators/analysis, tax
specialists and project managers who exclusively perform cost segregation studies. CCR’s team can partner with you to realize the maximum benefits for your clients.

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CPE Education

State University of New York at New Paltz School of Business
1 Hawk Drive
New Paltz, NY 12561
Phone: (845) 257-2930

CPE Products

Bisk CPEasy™
9417 Princess Palm Avenue
Tampa, FL 33619
Phone: (800) 404-7438
Fax: (800) 345-8273
Contact: Valerie Wendt, Product Manager
E-mail: info@cpeasy.com or val@bisk.com

For over 36 years, CPAs have trusted Bisk CPEasy™ for their CPE needs, making us
America’s best-selling CPE programs for CPAs.

From 1 to 40 credit hours for yourself or for your group, get high-quality NASBA- and QASapproved programs on the topics you need at a price you’ll appreciate. Courses are available in a variety of formats, including online, CD-ROM, DVD, audio and text.

CPA2BIZ, Inc.
100 Broadway, 6th Floor
New York, NY 08859
Phone: (646) 233-5033
Fax: (646) 233-5051
Contact: Shilpa Salibindla
E-mail: shilpa.salibindla@cpa2biz.com

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Credit Card Processing

InterceptEFT
1700 42nd Street South, Suite 2000
Fargo, ND 58103
Phone: (800) 378-3328
Fax: (701) 241-9930
Contact: Jim Haug
E-mail: jim@intercepteft.com

Data Extraction & Analysis Software

IDEA Data Analysis Software Audimation Services
1250 Wood Branch Park, Suite 480
Houston, TX 77079
Phone: (888) 641-2800
Fax: (281) 749-0205
Contact: Phyllis Eriksen
E-mail: phyllise@audimation.com

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Document Management

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site CCHGroup.com/Document
ProSystem fx® Document

ProSystem fx® Document provides an electronic repository for documents, enabling streamlined workflows, enhanced customer service, automated document retention policies and lower costs for storing paper documents.

Document is a complete document management solution built specifically for today’s CPA
firm. With the continuing integration between Document and The ProSystem fx® Office suite,
Microsoft® Office, and other applications, it provides an electronic repository for all documents
generated within the firm. This enables streamlined workflows, lower costs for storing documents, and the opportunity to create more time for staff to generate revenue from new clients or provide additional services to your existing clients.

For more information, call 1-800-PFX-9998 (1-800-739-9998) or visit us at CCHGroup.com/Document.

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site: CCHGroup.com/Engagement
ProSystem fx® Engagement

This paperless engagement tool leverages an integrated electronic workpaper and trial balance system built from the ground up on Microsoft® Word and Excel. Designed to increase the efficiency of trial balance and tax engagements, ProSystem fx® Engagement allows the user to
seamlessly manage all engagement-related tasks and experience the benefits of a paperless office.

For further information, call 1-800-PFX- 9998 (1-800-739-9998), or visit us at CCHGroup.com/Engagement.

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site: CCHGroup.com/Scan
ProSystem fx® Scan

ProSystem fx Scan combines a powerful database engine with a proprietary data dictionary to automatically read and recognize client documents (for example, W-2s, K-1s, interest statements,
etc.) needed for preparing 1040 income tax returns and other forms for accounting purposes.

The software then sorts, bookmarks and outputs these documents to a single, easy-to-navigate PDF file, allowing the tax professional to use the many powerful annotation tools provided by Adobe Acrobat to save time and money.

For more information, call 1-800-PFX-9998 (1-800-739-9998) or visit us at CCHGroup.com/Scan.

Money Tree Software
1600 SW Western Boulevard, Suite 110
Corvallis, OR 97333
Phone: (877) 421-9815

WORLDOX
World Software Corporation
124 Prospect Street
Ridgewood, NJ 07450
Phone: (201) 444-3228 or (800) 962-6360

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Document Management (Paperless)

Computhink
860 Parkview Boulevard
Lombard, IL 60148
Phone: (800) 98-THINK
Fax: (630) 705-9065
Contact: Sales
E-mail: sales@computhink.com
Web Site: www.computhink.com/solutions/accounting/

Doc.It Inc.
723 S. Casino Center Boulevard, 2nd Floor
Las Vegas, NV 89101-6716
Phone: (888) 693-6248 (888 MY Doc It)

Doc.It® Suite is a turnkey digital document management and workflow solution software,
implementation, support and training. Doc.It®

Suite includes:

  • Archive - Organize all published documents into a secure and searchable PDF library
  • Binder - Increase efficiency while organizing work in process.
  • Workflow Manager - Track your engagements and keep staff organized.
  • Web Portal - Securely share documents with clients through a firm’s website.”

Fujitsu Computer Products of America
1255 E. Arques Avenue
Sunnyvale, CA 94085
Phone: (408) 746-7000
Fax: (408) 746-6906
Contact: Fujitsu Computer Products of America Inside Sales
E-mail: fcpa_inside_sales@fcpa.fujitsu.com

Interwoven, Inc.

160 East Tasman Drive
San Jose, CA 95134
Phone: (888) 468-3796
Fax: (408) 774-2002
Contact: Mark Jackson
E-mail: info@interwoven.com
Web Site: accounting.interwoven.com

Interwoven WorkSite is the leading Document Management solution for professional services
firms, and is used by accounting firms of all sizes to manage documents, e-mails, scanned paper, and QuickBooks and CaseWare files.

Content is securely managed at all times, and can be accessed from within the office, over the
Internet, from a mobile device such as a BlackBerry, and even offline from a laptop.

SourceLink, Personable Inc.
17600 Newhope Street
Fountain Valley, CA 92708
Phone: (714) 430-1194
Fax: (714) 979-1822
Contact: Michelle Dulog
E-mail: info@personable.com

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Electronic Funds Transfer

Intercept EFT
1700 42nd Street SW, Suite 2000
Fargo, ND 58103
Phone: (800) 378-3328
Fax: (701) 241-9930

Contact: Jim Haug
E-mail: jim@intercepteft.com

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Entity Formation & Management

Ungerlaw, PC
1801 Century Park East, Suite 1250
Los Angeles, CA 90067
Phone: (877) UNGERLAW
Fax: (310) 772-7701
E-mail: jeff@eminutes.com
Web Sites: www.ungerlaw.com
www.eminutes.com

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Estate Planning

Capital Creation Group
6800 Jericho Turnpike, Suite 103W
Syasset, NY 11791
Phone: (516) 937-7777
Fax: (516) 937-7778
Contact: Courtney Altschuler
E-mail: ca@ccgllc.net

The core focus of CCG is the time tested philosophy of creating a win, win for all that interact
with our firm. The potential opportunities for all concerned create an attractive, easy to understand platform for the delivery of our capital creation and preservation programs. Our clients are exposed to intelligently engineered programs that will produce tax efficient strategies, revenues, and legacies for both now and the future.

CCH, a Wolters Kluwer business
Phone: (888) CCH-REPS
Web Site: CCHGroup.com/Viewplanadvanced
CCH ViewPlan® Advanced

CCH ViewPlan® Advanced™, is powerful, yet easy-to-navigate toolkit, that enables practitioners to graphically compare multiple estate planning scenarios. It generates customizable flowcharts, graphs, and reports that summarize planning scenarios for presentations. Modules cover mutual funds, stocks, variable annuities, closed-end funds, and separate accounts.

Its comprehensive estate planning speeds data entry and provides a quick view of charitable giftgiving and other scenarios, supported with vivid graphs and text reports. Graphs, flowcharts,
spreadsheet-like calculation reports, and easy-tounderstand explanatory text can be arranged in
customizable presentations, adaptable to virtually all planning options. A “calculations log” creates
an audit trail to help avoid costly errors by presenting how the calculator arrived at given results and quickly identify possible input errors.

ViewPlan Advanced features integration with HotDocs, LexisNexis’ document management system.

Information such as contact name and title can now be shared between these two programs,
saving you time. The ability to export data and reports to both Word (RTF) documents and PDF
files enables you to attach and email documents to clients, making communications easier and more efficient. A new customizable disclaimer allows you to create up to four lines of text that can be printed on each output page. In addition, law and rate updates provide the latest state and federal law information.

The power of this application lies in its ability to present virtually an unlimited number of plans,
and compare up to three plans at a time to facilitate the presentation of optimal planning techniques to clients. It’s a straightforward yet powerful wealth management tool.

For more information, call 1-888-CCHREPS (1-888-224-7377), or visit us at CCHGroup.com/Viewplanadvanced.

Leimberg & LeClair, Inc.
144 West Eagle Road, Front
Havertown, PA 19083
Phone: (610) 924-0515
Fax: (610) 924-0514
Contact: Kathy Maphis
E-mail: leimberg@leimberg.com

Helping Professionals Help Others! with NumberCruncher, the leading estate and financial
planning software. NumberCruncher is a powerful easy-to-learn and use, estate and financial planning software. This software is used by the IRS and will automatically compute:

  • QPRTs,
  • GRATs,
  • Charitable Remainder & Lead Trusts,
  • Private Annuities,
  • Capital Punishment by Confiscation
  • and much much more!

For more information visit our web site at http://www.leimberg.com or call us at (610) 924-0515.

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Estate and Financial Planning Software

Brentmark Software, Inc.
3505 Lake Lynda Drive, Suite 212
Orlando, FL 32817
Phone: (800) 879-6665

Executive Search Firms

The Eppolito Group, Inc.
521 5th Avenue, Suite 1700
New York, NY 10175
Phone: (212) 292-4577

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Financial Planning

National Network of Accountants
80 Crossways Park West
Woodbury, NY 11797
Phone: (800) 234-PLAN(7526)

NNA brings a unique platform to CPA firms, that helps them enhance their relevance to clients,
and significantly improve firm profitablity, viability, value and growth. Clients, come to view NNA
member firms as value-added providers of the tax and other financial services most relevant to their lives, rather than just providers of commodity accounting and tax services. Our unique systems integrate wealth management services, customized for CPA firms’ unique culture, regulatory environment and business practices.

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Financial Services

Accion New York and New Jersey
115 East 23rd Street, 7th Floor
New York, NY 10010
Phone: (212) 387-0494
Fax: (212) 387-0145
Contact: Loan Intake Center
E-mail: loans@accionnewyork.org

If you work with NY and NJ business owners that need loans but don’t qualify at the bank, refer
them to ACCION! We are a nonprofit that provides loans up to $50,000, free business consulting, and access to our network of resource providers. Call us when your clients need a flexible business loan, we help them succeed. Learn more about referring to ACCION at www.accionnewyork.org.

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Integrated Accounting Systems

Deacom, Inc.
950 W. Valley Road, Suite 3000
Wayne, PA 19087
Phone: (610) 971-2278

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Internet/Web

JobsintheMoney.com
4104 NW Urbandale Drive
Urbandale, IA 50322
Phone: (800) 979-3423
Web Site: www.jobsinthemoney.com

JobsintheMoney.com is a leading career website for accounting professionals in the United
States. We provide these professionals with career opportunities, news and advice specific to their profession and tools to market themselves and manage a new job search. Founded in 1998,
JobsintheMoney attracts the most qualified accounting professionals and enables our customers,
both employers and recruiters, to source and hire from this talent pool.

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Mortgage Financing

Equity Now
1370 Avenue of the Americas
New York, NY 10019-4602
Phone: (212) 664-8900

Evolution Business Strategies
175 Main Street, Suite 515
White Plains, NY 10601
Phone: (914) 328-4774ext366
Fax: (914) 992-6809
Contact: John L. Chiapetta, CPA

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Nonprofit Software & Services

Araize
130 Iowa Lane, #102
Cary, NC 27511
Phone: (800) 745-4037
Fax: (919) 460-3990
Contact: Joseph Scarano
E-mail: joe@araize.com

FastFund Nonprofit Software, designed by CPAs, is an integrated suite of accounting, payroll, fund raising and data management applications, to meet the requirements of nonprofits. True fund accounting with FASB complaint reporting. Cost effective, comprehensive, easy to use. Features include: self-balancing funds, indirect cost allocations, bank reconciliations, budgeting,
payroll allocations, donor management, in-kind contributions and pledge tracking. Receive one year of free support with purchase.

Executive Data Systems Software, Inc.
Building 27 Suite 100
1640 Powers Ferry Road
Marietta, GA 30067
Phone: (800) 272-3374

NYSSCPA Insurance Administrators

Pearl Insurance
1200 E. Glen Avenue
Peoria Heights, IL 61616
Phone: (800) 342-6501
Fax: (309) 688-5444
Contact: Kate Williams
E-mail: kate.williams@pearlinsurance.com

Pearl Insurance, marketer and administrator of the NYSSCPA Member Insurance Program, offers you and your family high quality insurance products at affordable group rates! This includes Term Life, 10 and 20-Year Level Term Life, Senior Term Life, Accidental Death & Dismemberment, Disability, Hospital Indemnity, Catastrophe Major Medical, and Dental Insurance.

Call us today at 800.342.6501 or visit www.nysscpainsurance.com to learn more about these valuable and affordable plans.

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Outsourcing Services

SurePrep, LLC
450 Newport Center Drive, Suite 330
Newport Beach, CA 92660
Phone: (800) 805-8583
Fax: (949) 719-2614
Contact: Bret Wier
E-mail: sales@sureprep.com
Web Site: www.sureprep.com

SurePrep, the leading provider of Tax Preparation Outsourcing Services, uses advanced
technology to give our clients ultimate control over the preparation process. SurePrep uses full- time year round employees to ensure development of high level experts and experienced staff. SurePrep also assigns dedicated staff members to work directly with you to assure the preparation is performed to your satisfaction.

USA Corporate Services Inc.
19 W. 34th Street. Suite 1018
New York, NY 10001
Phone: (212) 239-5050 or (800) 841-3958
Fax: (212) 239-5317
Contact: Barry Laub
Web Site: www.usa-corporate.com

Your job has gotten easier! We can save you time and money by helping you fulfill the business
needs of your clients. Your client needs a lot more than just incorporation services and they are looking to you for the answers. We turn business dreams into realty by helping startups get off the
ground with license & permits, and mandatory insurance services, as well as being a resource
center for most of their business needs.

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Payroll Services

ADP Small Business Services
71 Hanover Road
Florham Park, NJ 07932
Phone: (866) 427-5237
Fax: (973) 712-3361
Contact: Linda Strauss
E-mail: linda_strauss@adp.com

The accountant community continues to be a valued partner for ADP. ADP is committed to providing accountants with tools and resources they need to further their professional development.

For accountants who partner with ADP, the keyword is choice. Accountants can choose to
process payroll and use ADP’s specialized tools for assistance or choose to outsource payroll and other time-consuming activities. ADP can work with accountants regardless of their payroll
processing needs.

CompuPay
1250 Broadway, 18th Floor
New York, NY 10001
Phone: (212) 631-9600
Fax: (212) 947-4588
Contact: Patrice Alvino
E-mail: patricealvino@compupay.com

E-chx Payroll
200 Canal View Boulevard, Suite 200
Rochester, NY 14623
Phone: (866) 875-3513

PayCycle
210 Portage Avenue
Palo Alto, CA 94306
Phone: (866) 729-2925
Fax: (650) 852-9680
Contact: Sales
E-mail: sales@paycycle.com

Paychex, Inc.
1250 Broadway, Suite 2900
New York, NY 10001
Phon: (877) 550-2333
Fax: (212) 239-9494
Web Site: www.paychex.com

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Payroll Software

ADP Small Business Services
71 Hanover Road
Florham Park, NJ 07932
Phone: (866) 427-5237
Fax: (973) 712-3361
Contact: Linda Strauss
E-mail: linda_strauss@adp.com

The accountant community continues to be a valued partner for ADP. ADP is committed to providing accountants with tools and resources they need to further their professional development.

For accountants who partner with ADP, the keyword is choice. Accountants can choose to
process payroll and use ADP’s specialized tools for assistance or choose to outsource payroll and other time-consuming activities. ADP can work with accountants regardless of their payroll
processing needs.

Advanced Micro Solutions, Inc.
1709 S. State Street
Edmond, OK 73013
Phone: (800) 536-1099
Fax: (800) 519-1174
Contact: Sales
E-mail: info@1099-etc.com

1099-Etc works as a Forms Filer/Payroll program. Supports multiple clients.

Forms Filer: All 1099, W-2 and other forms. Supports dot-matrix, HP compatible laser printers.

Optional: laser generated forms and electronic filing.

Payroll: Prints all state wage forms (optionally laser generates). Supports deposits, tax deferred
plans, check printing, tax calculations, extensive import capability, quarterly state magnetic filing.

Visit www.1099-etc.com for a free demo!

NP Systems, Inc.
6318 Amboy Road
Staten Island, NY 10309
Phone: (718) 966-1708
Fax: (718) 966-8427
Contact: Howard Prussack
E-mail: www.1099-etc.com

PenSoft
11790 Jefferson Avenue, Suite 100
Newport News, VA 23606
Phone: (757) 873-2976

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Peer Review Services

R.A. Mercer & Co., D.C.
63 Main Street
Cattaraugus, NY 14719
Phone: (716) 257-9511

Portable Ergonomics

Matias
#20-129 Rowntree Dairy Road
Vaughan, ON L4L 6E1 Canada
Phone: (905) 265-8844

Practice Management

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site: CCHGroup.com
ProSystem fx® Practice Management

More than just time and billing, this fullfeatured product offers all of the tools firms need
to efficiently manage their businesses, including project management, marketing, data mining, and
integration. ProSystem fx® Practice Management utilizes the latest .Net technology to bring a powerful solution that offers accountants better remote connectivity and richer reporting for improved decision making, no matter the size of your firm.

Created by the same developers who produced the #1 rated Visual Practice Management, ProSystem fx Practice Management is designed to empower employees to manage their own time, encourage billers to bill on-screen and on-demand, and inspire partners to better analyze the firm.

Used by a large percentage of the Public Accounting Report’s Top 100 firms in the U.S.,
this product is the next generation in practice management solutions that will increase productivity
and allow firms to focus on client tasks.

For further information, call 1-800 PFX- 9998 (1-800-739-9998) or visit. CCHGroup.com/practicemanagement.

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Productivity Suites

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site: CCHGroup.com
The ProSystem fx® Office

The ProSystem fx® Office offers the most advanced, tightly integrated group of tax, accounting
and workflow tools available. It’s used by a majority of the nation’s top accounting firms, and
offers leading edge technology that allows firms of all sizes to:

  • Move towards a paperless office
  • Gain access to authoritative tax information
  • Streamline daily activities which save time and money
  • Uncover new services to offer to their clients.

The ProSystem fx Office Suite features a wide range of products covering everything for the modern CPA firm – from document management to fixed assets to tax preparation to paperless engagements.

For more information, call 1-800-PFX-9998 (1-800-739-9998) or visit us at CCHGroup.com.

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Professional Employer Organization

Accord Human Resources
220 Salina Meadows Parkway, Suite 170
North Syracuse, NY 13212
Phone: (315) 461-9000
Fax: (405) 232-9899
Contact: John Gifford
E-mail: jgifford@accordhr.com

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Professional Liability Insurance

Camico Mutual Insurance Company
1235 Radio Road
Redwood City, CA 94065
Phone: (650) 802-2500 or (800) 652-1772
Fax: (800) 496-9910
E-mail: inquiry@camico.com

Herbert H. Landy Insurance Agency
75 Second Avenue, Suite 410
Needham, MA 02494
Phone: (800) 336-5422
Fax: (800) 344-5422
Contact: John Torvi
E-mail: johnt@landy.com

Offering professional Liability insurance for Accountants since 1962, we have two Accountants
Professional Liability Programs available. The CPA Advantage Program includes coverage for
audit services, financial planning and investment advice. The Accountants Basic Coverage Program is an economical alternative for accounting professionals not offering audit or investment
advice. Part-timer/moonlighting coverage available at reduced pricing.

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Revenue Enhancements

MiniSoft Worldwide
13450 N. Black Canyon Highway, Suite 280
Phoenix, AZ 85029
Phone: (800) 888-4785
Fax: (602) 870-7932
Contact: Patty Robertson
E-mail: probertson@minisoftworldwide.com
Web Site: www.minisoftworldwide.com

MiniSoft Worldwide your total accounts receivable management organization. With 20 years
of market experience, we provide the right tools for the job of managing your accounts receivable collections while enhancing your client relationship.

Whether it is scalable AR collections software, best practices consulting or accounts receivable outsourcing we can tailor a solution that fits your organization, now and as your firm grows.

Microsoft Dynamics SL, Dynamics GP and Dynamics AX
42 Broadway, Suite 1814,
New York, New York 10004
212-269-1313- phone
212-425-4055- fax

33 Wood Avenue South, 5th floor,
Iselin, New Jersey 08830
732-205-1660-phone
732-205-1665-fax
5, St. John’s Lane
London England EC1M 4BH
Main Line: 020 7549 1606
www.queueassoc.comsales@queueassoc.com

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Revenue Management Software

PROPHIX Software
350 Burnhamthorpe Road, West, Suite 1000
Mississauga, ON L5B 3J1 Canada
Phone: (905) 279-8711 ext. 245
Web Site: www.Prophix.com/cpa

PROPHIX, a leading provider of financial business intelligence and performance management
solutions specializing in forecasting, corporate budgeting, strategic planning, consolidation,
financial analysis and scorecarding, is proud to introduce PROPHIX Express.

PROPHIX Express is a complete financial performance management package with powerful
budgeting and planning capabilities, specifically designed for organizations looking to implement a
robust solution in as little as three business days without sacrificing flexibility.

For additional information call 1-800-387-5915 or visit www.prophix.com/cpa for a
FREE trial.

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Sales and Use Tax Compliance Products

Avalara, Inc.
435 Eriksen Avenue NE
Bainbridge Island, WA 98110
Phone: (877) 780-4848
Web Site: www.avalara.com

CCH, a Wolters Kluwer business
Phone: (866) 513-CORP
Web Site: SalesTax.com

CCH, a Wolters Kluwer business, offers the CorpSystem™ suite of solutions to help make
sales and use tax compliance — from front-end billing to back-office returns — a single, integrated task with complete and accurate results. Products include:

Sales Tax Returns Online

This web-based solution offers outsourcing convenience with the ease of online accessibility
for companies seeking sales and use tax efficiency.

With Sales Tax Returns Online, CCH stores their tax information in its secure servers and completes the forms. The system also lets them review, edit, print and audit tax returns from their desktop computers.

Eliminated are the hassles of maintaining complex software or taking staff time for taxes
while preserving timeliness and accuracy requirements.

Sales Tax Online

For retailers with multi-state business or eCommerce activity, Sales Tax Online is a suite of
software products that enables them to calculate sales taxes for different locations. With Sales Tax Online, retailers can access the CertiCALC, CertiSHIP, and CertiFile databases online. The
suite features the most up-to-date tax tables and sales tax laws. There is no software to maintain or updates to track, which saves merchants’ time and headaches.

For further information, call 1-866-513-CORP (1-866-513-2677) or visit SalesTax.com.

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Sarbanes-Oxley

IDEA Data Analysis Software
Audimation Services
1250 Wood Branch Park, Suite 480
Houston, TX 77079
Phone: (888) 641-2800
Fax: (281) 749-0205
Contact: Phyllis Eriksen
E-mail: phyllise@audimation.com

Paisley
400 Cokato Street East
Cokato, MN 55321
Phone: (888) 288-0283

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Selling Your Accounting Tax Practice

Accounting Transition Advisors
Rockefeller Center
1230 Avenue of the Americas
7th Floor, Suite 744
New York, NY 10020
Phone: (866) 279-8550

Fax: (631) 956-9255
Contact: Joel Sinkin
E-mail: jsinkin@transitionadvisors.com

SUCCESSION PLANNING for your accounting practices. ACCOUNTING TRANSITION
ADVISORS
. We have the experience of 850+ successful closings to help you know the
options. Valuations, Transaction Assistance, Deal Structure, Transition Strategies, Documentation, Consulting, Introductions. Obtain a FREE REPORT on strategies that makes your succession plan stronger at www.transitionadvisors.com.

Confidentiality maintained. References available. Contact Joel Sinkin: 1-866-279-8550, E-mail:
jsinkin@transitionadvisors.com. Ask about our FREE to the seller program!

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Software Retailers

Accountnet Inc.
1333 Broadway, Suite 1008
New York, NY 10018
Phone: (212) DYNAMICS

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Strategic Alliances

CPA Partners
366 N. Broadway, Suite 402
Jericho, NY 11753
Phone: (516) 719-0150
Fax: (516) 719-0153
Contact: Pat Lanotte, CFP
E-mail: planotte@financiallifegoals.com

CPA Partners specializes in consulting with CPA Firms on the integration of financial services
into their practice, either formally or informally.

We are unique in our ability to offer a complete program that helps our CPA partner firms in every aspect of entering the financial services industry.

Complimenting your advice, this alliance can help strengthen existing relationships by providing
additional value added services your clients are asking for and need.

Tax Compliance/Preparations

CCH, a Wolters Kluwer business
Phone: (800) PFX-9998
Web Site: CCHGroup.com/Tax
ProSystem fx® Tax

CCH’s ProSystem fx® Tax provides full capabilities for all types of federal and state
returns, including individual, partnership, corporation, fiduciary, estate and gift, deferred compensation, and exempt organization. It is the cornerstone of the ProSystem fx Office suite of software. Tax’s leading technologies help professionals save time and work smarter.

Modules can be purchased individually or bundled to meet specific needs. ProSystem fx Tax
performs automatic calculations, overrides and optimizations for every federal and state return.

The industry’s most comprehensive diagnostic system tests for omissions and inconsistencies,
allowing users to jump back to related input with a single click.

Intuitive navigation panels, pop-up menus and “forms-stepping” features allow quick navigation
through a return, and a comprehensive on-screen review system features color-coded tick marks,
field and global notes, lists, overrides, and estimates.

The e-filing module enables individual, business, and specialty electronic filing. And a full
array of value-added options help firms manage their practices, simplify return preparation, and
provide revenue-generating services, like the Tax Notebook and Tax Library.

ProSystem fx Tax is tightly integrated with other ProSystem fx Office software, such as Write-
Up, Fixed Assets, Profit Driver, and Engagement. It is also highly integrated with popular office
software, like Microsoft® Excel® and Word®.

For more information, call 1-800-PFX-9998 (1- 800-739-9998), or visit us at CHGroup.com/Tax.

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Tax News

L&M Production Design Group, Inc.
5510 Cherokee Avenue, Suite 200
Alexandria, VA 22312
Phone: (703) 642-6505
Fax: (703) 642-6005
Contact: Paul Lamonia
E-mail: lamonia@lmpdg.com
Web Site: www.taxtalktoday.tv

Tax Talk Today Sponsored by the IRS and produced by L&M Production Design Group,
based in Alexandria, VA, Tax Talk Today is a free, live interactive Webcast aimed at educating tax professionals on the most contemporary and complex tax issues. The award - winning series airs monthly at www.TaxTalkToday.tv and programs are archived on the site for one year. The live Webcast enables viewers to ask questions via email to the panelists and receive on-air answers.

For additional information, contact Paul Lamonia at (703) 642-6505 or Lamonia@LMpdg.com
or visit wwwTaxTalkToday.tv.

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Tax Research

CCH, a Wolters Kluwer Business
Phone: (888) CCH-REPS
Web Site: CCHGroup.com/TRN

CCH® Tax Research NetWork™ This Web-based platform allows users to access more than 100 research sources, covering federal, state, international and estate taxes; sales tax items; financial planning; business entity planning; and pension/payroll issues. TRN includes email
news notification, customized desktop, express log-in, browser toolbar, client letter toolkit,
unclaimed property look-up, IRS actuarial factors, and many other practice aids, tools, calculators, forms and the CCH@Hand functionality.
.
For more information, call 1-888-CCHREPS (1-888-224-7377), or visit us at CCHGroup.com/TRN.

LexisNexis
9443 Springboro Pike
Miamisburg, OH 45342
Phone: (800) 227-8379
Fax: (937) 865-1546
Contact: Martin Gravel
E-mail: martin.gravel@lexisnexis.com
Website: www.lexisnexis.com/taxcenter

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Tax Software

2nd Story Software
5925 Dry Creek Lane, NE
Cedar Rapids, IA 52402
Phone: (800) 573-4287
Fax: (319) 447-4674
Contact: Customer Service
E-mail: customerservice@taxact.com

Powerful AND Affordable Tax Software!

TaxACT Preparer’s software streamlines the tax preparation process while improving the bottom line for your business.

  • Preparer’s 1040 – $99 Prepare unlimited 1040 returns.
  • Preparer’s 1040 Enterprise – $159 Powerful networking & more!
  • Preparer’s 1040 Bundle – $500 Save money! Preparer’s 1040, 1040 All-States, & Unlimited E-filing.

Try TaxACT FREE! Visit www.taxact.com/cpajournal or call 1-800-573-4287 for your Free Evaluation Package.

CFS Tax Software
1445 Los Angeles Avenue, Suite 214
Simi Valley, CA 93065
Phone: (800) 343-1157
Fax: (805) 522-0187
E-mail: custservz@taxtools.com

Intuit, Inc.
5601 Headquarters Drive
Plano, TX 75204
Phone: (800) 765-7777
Contact: Sales Representatives
E-mail: ProTax_Sales@Intuit.com

Lacerte® Tax software helps firms maximize productivity and complete critical tasks. Its design
matches the flow of a tax return, making it easy to learn and use. With Lacerte, you can prepare virtually any tax return. The software works with QuickBooks® Premier Accountant Edition, allowing seamless client data exchange. Call 1-800-765-7777 or visit www.lacertesoftware.com/demos to order your FREE Evaluation Kit.

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1040 Software

2nd Story Software
5925 Dry Creek Lane, NE
Cedar Rapids, IA 52402
Phone: (800) 573-4287
Fax: (319) 447-4674
Contact: Customer Service
E-mail: customerservice@taxact.com

Powerful AND Affordable Tax Software!

TaxACT Preparer’s software streamlines the tax preparation process while improving the bottom line for your business.

  • Preparer’s 1040 – $99 Prepare unlimited 1040 returns.
  • Preparer’s 1040 Enterprise – $159 Powerful networking & more!
  • Preparer’s 1040 Bundle – $500 Save money! Preparer’s 1040, 1040 All-States, & Unlimited E-filing.

Try TaxACT FREE! Visit www.taxact.com/cpajournal or call 1-800-573-4287 for your Free Evaluation Package.

SurePrep, LLC
450 Newport Center Drive, Suite 330
Newport Beach, CA 92660
Phone: (800) 805-8583
Fax: (949) 719-2614
Contact: Bret Wier
E-mail: sales@sureprep.com
Web Site: www.1040scan.com

CPA Technology Innovation Award winning 1040SCAN™ uses OCR (Optical Character
Recognition) technology to automatically input data from source documents directly into your tax
software. 1040SCAN™ recognizes two dozen government forms (W-2s, 1099s, 1098s, K-1s),
four dozen brokerage statements, and all federal organizer pages to significantly reduce time spent
preparing 1040 returns and also organizes/bookmarks source documents into a PDF for
quick access and paperless storage.

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Time & Attendance Systems

ADP Small Business Services
71 Hanover Road
Florham Park, NJ 07932
Phone: (866) 427-5237
Fax: (973) 712-3361
Contact: Linda Strauss
E-mail: linda_strauss@adp.com

The accountant community continues to be a valued partner for ADP. ADP is committed to providing accountants with tools and resources they need to further their professional development.

For accountants who partner with ADP, the keyword is choice. Accountants can choose to
process payroll and use ADP’s specialized tools for assistance or choose to outsource payroll and other time-consuming activities. ADP can work with accountants regardless of their payroll processing needs.

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Time & Billing

Office Tools Pro
1051 West Avenue M, Suite 201
Lancaster, CA 93534
Phone: (661) 951-9200
Fax: (661) 951-3875
Contact: Michael Giardina
E-mail: mike@officetoolspro.com

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W2/1099 Software

Advanced Micro Solutions, Inc.
1709 S. State Street
Edmond, OK 73013
Phone: (800) 536-1099
Fax: (800) 519-1174
Contact: Sales
E-mail: info@1099-etc.com

1099-Etc works as Forms Filer/A-T-F Payroll program. Supports multiple clients.

Forms Filer: All 1099, W-2 forms, many others. Supports dot-matrix, HP compatible laser printers. Optional: laser generated forms and electronic filing.

Payroll: Prints all state wage forms (optionally laser generates). Supports deposits, tax
deferred plans, check printing, tax calculations, extensive import capability, quarterly state magnetic filing.

Visit www.1099-etc.com for a free demo!

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Wealth Management & Financial Planning

Selective Benefits Group
1 Penn Plaza, Suite 2035
New York, NY 10119
Phone: (646) 473-4150
Fax: (646) 473-4111
Contact: Andrew Bluestone
E-mail: ABluestone@Finsvcs.com

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The CPA Journal is broadly recognized as an outstanding, technical-refereed publication aimed at public practitioners, management, educators, and other accounting professionals. It is edited by CPAs for CPAs. Our goal is to provide CPAs and other accounting professionals with the information and news to enable them to be successful accountants, managers, and executives in today's practice environments.

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