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K2 Tech Update

Your Accounting and Finance Technology Update 

June 2014
In This Issue
Online Accounting - The Time Might Be Right
Communication Domination
Office Tools Professional Offers Free Tools to Lacerte Users
Open Systems Announces Fully-Integrated Credit Card Processing
Thomson Reuters Launches Blog Series To Help User Firms Generate Revenue
K2 Enterprises Webinars
K2 Connections
CPE
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K2 Tips
 
  
 
  
Course Spotlights
  
  
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In this month's K2 Tech Update, our feature articles discuss Online Accounting - The Time Might Be Right and Communication Domination.
  
Our News section reports on Office Tools Professional Offers Free Tools to Lacerte Users, Open Systems Announces Fully-Integrated Credit Card Processing, and Thomson Reuters Launches Blog Series To Help User Firms Generate Revenue. Also, be sure to review the K2 June 30th and July Webinar Schedule.
  
Learn some great Technology Tips by reading the articles or watching our YouTube channel that cover: Building Better Charts With Excel Add-Ins and Using Excel's Little-Known GEOMEAN Function. 
  
Finally, this month's Course Highlights include Advanced Excel; Small Business Internal Controls, Security, and Fraud Prevention and Detection; Excel Budgeting and Forecasting Techniques; and Tech Update. 
  
Online Accounting - The Time Might Be Right

While certainly not a new concept, over the past few years a number of innovative online accounting services have appeared in North American markets. Coupled with the maturation of some of the early entrants in this market, you now have a robust set of options from which to choose if you opt to move your accounting and financial functions to the Cloud. Are any of these options right for you or your clients? Read on to determine why the time might be right to move to online accounting.

 

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Communication Domination

New buzzwords and phrases that technology experts use to convey the latest trends in business computing continually spring to life. Currently, tech-savvy pundits sprinkle terms such as cloud computing, big data, and the next big thing, into their diction when discussing technology. One term that is not new but is an almost constant fixture in the list of important technology buzzwords is communication. Enhanced communication between coworkers, business organizations, computers, and smart devices is one of the continual goals for those charged with the responsibility to develop new technology. Why? Because when people communicate well, whether in a business environment or another type of endeavor, generally they are more effective and achieve better results.

 

Click Here To Read

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Office Tools Professional Offers Free Tools To Lacerte Users

With Intuit discontinuing its support and distribution of the Lacerte and ProSeries DMS applications, Office Tools Professional is now extending a special offer to all Lacerte users to provide free DMS, Backup, Lacerte Integration, and Client Portal services for one year. This offer - an $830 value - is available to new Practice Management Workspace purchasers who are current Lacerte DMS license holders. Additionally, the backup component of the offer is for backing up the Practice Management Workspace database and documents only and is limited to 20GB of data.

 

To take advantage of this offer, or for more information, visit the Office Tools Professional website at www.officetoolspro.com.

  

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Open Systems Announces Fully-Integrated Credit Card Processing
Open Systems, Inc. has announced the addition of fully-integrated credit card processing to their TRAVERSE accounting and business software suite. "This turnkey solution provides simple, built-in access to credit card processing, right from the software screen. Our customers have been requesting this functionality, and we're pleased to provide it. There are also a variety of advantages for those considering solution integration versus the current traditional terminal base processing. The costs are often lower, and with the free review to discover the difference, it makes a lot of sense for business owners to check it out," said Paul Lundquist, Open Systems Vice President of Sales. 

 

Thomson Reuters Launches Blog Series To Help User Firms Generate Revenue
Thomson Reuters has launched a new blog series that shows UltraTax CS users how to enhance client relationships and generate additional revenue by using data mining capabilities within the software. Authored by Thomson Reuters product manager Jordan Kleinsmith, the bi-weekly series provides practitioners with step-by-step tips for building targeted searches to find clients who may be interested in retirement planning, tax strategy, and more.
K2 Enterprises Webinars

We are excited about our web-based Continuing Professional Education (CPE) topics coming up. We have Collaborating in the Cloud on June 30th and quite a line up in July. With K2 controlling content development, scheduling, and delivery, you will have access to an even greater amount of award-winning CPE. 

 

The June/July schedule includes:      

Collaborating in the Cloud

06/30/14

10:00 AM EDT

12:00 PM EDT

Excel 2013 - Best New Features for Accountants

07/07/14

10:00 AM EDT

12:00 PM EDT

Office 2013: What's In It For Me?

07/07/14

1:00 PM EDT

3:00 PM EDT

Accounting in the Cloud - Compelling Alternatives to QuickBooks

07/08/14

10:00 AM EDT

12:00 PM EDT

Microsoft Access Fundamentals - Tables and Queries

07/08/14

1:00 PM EDT

5:00 PM EDT

Power View - Data Visualization Comes to Excel 07/09/14 10:00 AM EDT 12:00 PM EDT 
Power Up PowerPoint 07/09/141:00 PM EDT 3:00 PM EDT 
Excel Tips, Tricks and Advanced Techniques for Accountants 07/10/149:30 AM EDT5:30 PM EDT
Tech Update07/11/141:00 PM EDT5:00 PM EDT 
Word, Outlook & PowerPoint - Tips and Tricks for Enhancing Productivity
07/14/14
1:00 PM EDT
5:00 PM EDT
Information Security - A Practical Approach
07/15/14
10:00 AM EDT
12:00 PM EDT
07/16/14
10:00 AM EDT
12:00 PM EDT
Working Effectively with 3D Workbooks in Excel
07/16/14
1:00 PM EDT
3:00 PM EDT
Get Started with PivotTables
07/17/14
10:00 AM EDT
12:00 PM EDT
PivotTable Data How-To
07/17/14
1:00 PM EDT
3:00 PM EDT
07/21/14
10:00 AM EDT
12:00 PM EDT
Excel Macros - Easier Than You Think07/21/14
1:00 PM EDT
5:00 PM EDT
Excel Best Practices
07/23/14
9:30 PM EDT
5:30 PM EDT
Advanced Excel Functions and Formulas
07/24/14
10:00 AM EDT
12:00 PM EDT
Microsoft Office 365 - Your Office, Your Way
07/24/14
1:00 PM EDT
5:00 PM EDT
Tech Cookbook - Plain Tech Talk for Your Office
07/25/14
10:00 AM EDT
12:00 PM EDT
Cloud vs. On-Premise - Risks vs. Rewards
07/25/14
1:00 PM EDT
3:00 PM EDT
07/28/14
1:00 PM EDT
5:00 PM EDT
07/29/14
1:00 PM EDT
5:00 PM EDT
07/31/14
10:00 AM EDT
12:00 PM EDT
07/31/14
1:00 PM EDT
5:00 PM EDT
 

Hope to see you on the Web!

  
                                                           
We hope you find this issue timely, relevant and useful. If you have topics you would like for us to cover here in the coming months, please let us know.
 
Sincerely,
 
The K2 Team 
K2 Connections 
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Continuing Professional Education for Accountants and Financial Professionals
K2 Enterprises offers Seminars and Conference Sessions to Accountants and Finance Professionals throughout the United States.