SOFTWARE & BOOKS
New at the MOOT
The Tax & Accounting business of Thomson
At the Museum of Obsolete Office Technologies, they’re building a small but important
annex that will include variations on the accordion file, that trusty companion of engagement managers of yore. They’ll be displaying
these cardboard-and-elastic geriatrics opposite digital installations of their successors — software like Thomson Reuters’ new
Workpapers CS, which is available both on-premise and in the cloud, and which lets users process live workpapers and source documents; collaborate by sharing documents,
comments and instructions; and simplify
workpaper organization, assignments and
routing, while offering efficient, flexible trial
balance reporting and financial statement
editing. Accordion files, on the other hand, let
you snap an elastic band while cooling your
heels in the client’s reception area, which is
why they’re now in a fancy museum.
Statement Module) is an add-in to Excel that
turns it into an easy-to-use report generator that integrates accounting data. You can
build customized reports and maintain them
so that they’re automatically updated with
data from the following periods. It’s available
in three editions — Standard; a Hybrid Edition that offers direct access to QuickBooks
data files; and a Professional Edition that also
turns Excel into a trial balance program.
nizations. It’s almost annoying how perfect
he is, and how well — and effectively — he
behaves. He’s even just human enough to not
be annoying — but that just means he’s perfect on yet another level, which makes him
annoying again. That’s why it’s nice that this
book, while giving the full (and truly amazing) story of the expedition, also brings in
plenty of other stories, from both business
and extreme wilderness situations (like the
horror stories of some other polar expeditions), so you’re not overwhelmed by Shackleton’s perfection.
ACL Workpapers for iOS
ACL Services Ltd.
We just made up the Museum of Obsolete Office Technologies, but it’s already in danger of
becoming obsolete itself — ACL Workpapers
for iOS doesn’t replace anything, because
there wasn’t anything that let you manage
audits on the move (unless you count shouting and telephones, but that’s a different
museum). The new audit management app
extends the cloud-based ACL Workpapers
to let auditors with iPhones, iPads and iPod
Touches collaborate, make updates, upload
documents and generally manage the flow of
audits, all while out of the office and in coffee
shops across the country. We can only hope
that someday the app itself will become obsolete, and we’ll be able to display it in the
digital edition of the museum, eMOO T.
When things settle down
Valuing Professional Practices
and Licenses: A Guide for the
Aspen Publishers (Wolters Kluwer); $364
Value Professional Practices and Licenses is
pretty much meant for your divorce lawyer,
to help them help you against your spouse.
But once all that ugliness is behind you, you
might take a look at it as well, as it offers some
interesting insight into what, exactly, your
practice is really worth. That might come in
handy, for instance, if you’re considering
a merger — not that we’re suggesting you
should hook up so soon after your divorce.
But you’re not getting any younger, you know.
And there are plenty of fish in the sea. We’re
just saying, is all.
You gotta give it to GASB: The standard-setter
for governments has been striving to make
itself relevant to the general public, most of
whom have never heard of it. And yet, given
how much government at the state and, particularly, the local level impacts people’s lives,
they should be paying more attention. The
board’s new guide, What You Should Know
About Your School District’s Finances, is a
great example of the sort of useful information it can provide the non-accounting public. It will be invaluable in choosing where
to send a child to school or where to buy a
house, figuring out how to vote, and shutting
up that blowhard down the block who’s always pontificating about the school budget.
You know the guy we’re talking about.
Estate, 3rd ed.
(McGraw Hill); $30
This book used to be
called just Protect Your Estate, but now, in its
third edition, the authors have decided it’s
not enough just to protect your estate. You
need to improve it and make it stronger — so
they’ve introduced new tools and new ap-proaches to do just that, adding them to the
book’s already excellent primer on the purposes and basics of estate planning. Read it,
and then make sure your clients don’t, or else
they may end up feeling like they don’t need
you. You don’t want to end up as a docent at
MOOT, do you?
Leading at the Edge: Leadership Lessons from the Extraordinary Sage of Shackleton’s
Antarctic Expedtion, 2nd ed.
Amacom Books; $15
The Little Black
How It Works,
How to Do It
Review Press; $25
said that genius is
99 percent perspiration and
1 percent inspiration. Between that and
the valuable lessons of The Little Black Book
of Innovation, we started to feel as if nothing
stands between us and Edison-hood but a lot
of very hard work. After some reflection, we
suspect this isn’t entirely true — it may take
only 1 percent inspiration, but Edison was
exactly one percentage point more inspired
than us. (He was also suspiciously handy with
a good soundbite.) That said, the book goes
a long way to demystifying innovation, and
making it clear that at least some level of it
is available to everyone — if they’re willing
to put in those other 99 percentage points.
In clear, engaging and often funny prose,
it offers a pretty straightforward way to get
yourself and your organization moving on the
path toward that field of activity we all think
is reserved for geniuses — and it even offers
a 28-day program to get you going.
Customizing financial reports often means
firing up Excel — and then settling in for lots
of cutting, pasting, data manipulation and
double-checking to make sure you haven’t
missed anything. ExcelFSM (for Financial
More for MOOT
Iron Mountain Electronic Invoice
Iron Mountain Inc.
There’s an entire wing of the museum filling
up with old paper invoices, and information
management services provider Iron Mountain is hoping to pull up one of its ubiquitous
trucks and dump off a whole bunch more of
these endangered office tools: The company
recently introduced a new accounts payable solution that aims
to streamline and digitize the AP
process. It takes in a company’s
invoices electronically, by fax or
by mail, makes sure they’re all
digitized, and then sends them
through a cloud-based and automated workflow so that they’re
appropriately and efficiently
matched, routed and (if absolutely necessary) sent for payment.
What You Should Know About Your
School District’s Finances: A Guide to
Financial Statements, 2nd ed.
It’s tempting, while reading about
Shackleton’s Antarctic expedition,
to imagine that some leadership
consultant somewhere invented
the whole thing to make a series of points.
But no consultant would have dared to invent
a leader as perfect as Ernest Shackleton, the
turn-of-the-century English explorer who
pretty much embodies every single tenet of
modern thinking about leadership in orga-
New and improved!
Colligo Networks has released Colligo Briefcase 2.0, a secure SharePoint iPad app. ...
Apex Analytix has introduced a new cloud-based delivery platform for its FirstStrike pro-cure-to-pay software. ... Active Endpoints
has built a new, free meeting follow-up wizard with Cloud Extend for Salesforce.
Send your new products and books to Daniel Hood at firstname.lastname@example.org.