JA Jimenez & Associates, Inc.
 JA Jimenez & Associates, Inc. 

List of Accounting resources and tools.

Accounting Software


Xero - Xero is the QuickBooks alternative and is used to manage invoicing, bank reconciliation, bookkeeping & more.


Quickbooks - Very popular accounting software that focuses on helping small businesses simplify and do their books.


Kashoo - Mobile and online accounting software for small business that provides a cloud based system for invoicing, expense tracking & bookkeeping.


Sage - Accounting software, or bookkeeping software, automates, organizes, and integrates typical financial transactions, helping a business run more smoothly every day


SAP - An integrated enterprise resource planning (ERP) software suite which primarily serves small to medium-sized businesses with up to one hundred employees and less than $75 million in annual revenue.


Intacct - Supports applications for core accounting, time and expenses, revenue management, project accounting, order and billing, purchasing, global consolidations, multi-currency management and financial reporting.


Freshbooks - Invoicing software for small business. Easily send invoices, track time, manage expenses, and get paid online.


WaveHQ - Small business accounting software, invoicing and more. Wave makes it easy to be your own boss.


Zipbooks - A beautiful, free accounting software for small businesses.


Audit & Tax Software


AuditFile -  A secure, cloud-based audit solution that that help CPA firms perform dramatically more efficient and profitable engagements.


TrackWise audit software - Allows manufacturers to take a best practices approach to compliance and risk management. TrackWise audit management software also supports all internal auditing programs with a unique enterprise audit management approach


TaxPro Intuit - Tax preparation professionals enjoy the freedom to work anywhere on any device with cutting edge web-based professional tax software dedicated to innovating, re-imagining and streamlining tax preparation.


UltraTax CS tax software - Filled with timesaving tools to ease the tax preparation process, offering a full line of federal, state and local tax.


Workflow & Productivity Apps


Jetpack Workflow - Need an accounting practice & workflow management software? Our practice management software was built for accountants, CPA Firms, & Bookkeepers.


Right Signature - Contracts, NDAs, forms, you name it — all signed online in minutes.


Big Time - Provides user-friendly practice management tools for tracking time and managing expenses.


Docusign.com - Simple signature management for all the PDF's you come across.


Evernote - A cross-platform, freemium app designed for note taking, organizing, and archiving.


Accountants World - Cloud Solutions that offer more effective ways for you to manage your practice, perform your client engagements, and offer new services.


Genius Scanner - Never find yourself scrambling for a scanner again! With Genius Scanner app on your phone, you can snap a picture, export by email and send signed documents without leaving the house.


Vesper - Note-taking app where you can easily tag each entry so you can search for a specific thought by keyword later, and all your notes will be synced to your Vesper account, free of charge.


1Password - Lets you keep all of your log-ins in one place, so you'll never have to worry about forgetting passwords again.


ScheduleOnce - A powerful meeting and appointment scheduler that works in tandem with your personal calendar and makes it easy to schedule customer appointments, group meetings and one on one meeting.


Calendly - Say goodbye to phone and email tag for finding the perfect meeting time with Calendly. It's 100% free, super easy to use and you'll love our customer service.


TapeAPhone - Software Lets you record your iPhone's incoming and outgoing phonecalls so you never forget what you said.


Technical Accounting Resources


AICPA - The world's largest member association representing the accounting profession sets ethical standards, auditing standards and develops the CPA Exam.


SEC - Entire range of Securities and Exchange Commission resources, including free access to public EDGAR filings, proposed and final regulations, staff guidance and more.


PCAOB - a private-sector, nonprofit corporation created by the Sarbanes–Oxley Act of 2002 to oversee the audits of public companies and other issuers in order to protect the interests of investors and further the public interest in the preparation of informative, accurate and independent audit reports.


AICPA For Small Businesses - The AICPA has created numerous resources to help small businesses understand the new Financial Reporting Framework for Small- and Medium-Sized Entities


AccountingCoach.com  - Discover accounting with the world's largest free online accounting course. Learn accounting principles, debits and credits, financial statements, and plenty more accounting terms you need to brush up on.


Accounting for Management - created to make accounting topics simple and easy to understand for anyone who wants to get information about any topic of financial or managerial accounting.


FASAB for Cost Accountants - Due to increased interest in FASAB cost accounting guidance, staff has assembled selected managerial cost accounting resources on this web page.


Team/Client Dynamics & Communication


Skype For Business - Provides cost effective and collaborative tools for businesses of any size.


Slack - Brings all your communication together in one place. It's real-time messaging, archiving and search for modern teams.


Free Conference Call - The leading conference call service provider offering free conference calling with a full suite of collaboration tools.


Dropbox for Business - Store, sync, and share files securely with Dropbox Business, a cloud storage solution loved by employees and trusted by IT teams.


HipChat - Hosted group chat and video chat built for teams. Supercharge real-time collaboration with persistent chat rooms, file sharing, and screen sharing.


Yesware - With the ability to see who opens, reads and clicks in your email, you can start making better decisions about who you are connecting with and what you are saying. With Yesware, you can track email open and reply rates, link clicks, attachment opens and presentation pageviews.


Boomerang - adds scheduled sending and the easiest, most integrated email reminders to Gmail, helping you reach Inbox Zero.


Grammarly - Honestly, every single person typing an email needs this app. With a simple integration, through extensions like Google Chrome, you can now have a widget that picks up spelling and grammatical errors.


UberConference - Conference calls on the go can be hit and miss, but not with UberConference. This app lets you to see participants’ LinkedIn profiles and record your meetings so you don’t lose an important point.


Document Management Systems:


ShareFile - Citrix ShareFile is the secure file sharing and transfer service that's built for business. Share files with clients and colleagues professionally


Cabinet SAFE CLOUD - Robust, full-featured document management software, accessible from any device.


CCH Axcess & ProSystem fx Document - a feature-rich document management solution that electronically organizes and stores all types of client documents and firm resources.


ConArc iChannel - Web- and client-enabled collaboration product suite integrating electronic document management, contact management and e-mail management.


Doc.It Suite - Software is a powerful, scalable full suite of document management products for accounting firms of all sizes.


eFileCabinet - Markets their proprietary software to manage and store documents and records, either on-site or in the cloud.


Thomson Reuters GoFileRoom - Not only lets you easily store and manage documents electronically, it also helps you automate scanning processes and workflow for your accounting firm.


World Cloud Cabinet - Delivers two systems in one: a document management system for your firm, as well as unlimited free client portals where you can securely share documents with your clients.


Drake Document Manager - an electronic storage solution for client source documents and returns. It greatly cuts paper handling down to nothing.


The Box - Offers secure content management and collaboration for individuals, teams and businesses, enabling secure file sharing and access to your files online.


SmartVault - Online document storage and secure file sharing that's built for business. Embedded workflow inside of your favorite accounting and business apps.


Thomson Reuters FileCabinet CS - Designed for accountants, FileCabinet CS allows you to access, view, and email documents in an instant—all in a secure environment.


Sales & Client Payment Resources


SalesLoft - Sales Development Platform for Increasing Qualified Demos & Appointments By 300%.


Hubspot - An inbound marketing and sales platform that helps companies attract visitors, convert leads, and close customers


PipeDrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.


AndrewArgue.com - CPA Sales Coach and trainer built to help grow your firm's revenue.


Venmo - If you need to send or receive payments quickly and securely, this is your app. With no forms to fill out and no fees for payment, Venmo is a great alternative to solutions such as Paypal.


Square - Complete register service is a full point of sale with tools for every part of running a business, from accepting credit cards and tracking sales and inventory to small-business financing.


Paypal - PayPal provides online payment solutions to its users. It enables its users to transact money through their account balances, bank accounts, credit cards, or promotional financing without sharing financial information.


Facebook- Use Facebook to friend clients and keep an option communication with them out of office hours.


Accounting News


CPA Practice Advisor - The definitive resource for information to tax and accounting professionals in public practice.


Accounting Today - The latest accounting news and information for CPAs, accountants, tax preparers.


Journal of Accountancy - the ultimate resource for today's CPA, providing daily professional and regulatory updates, breaking news and videos.


AICPA Insights - the official blog for the AICPA. AICPA Insights features posts from AICPA staff on a variety of topics affecting the accounting profession.


FEI Daily - provides the most current news concerning the field on accounting, industry leadership, and compliance with regulations. Public policy and technology are other topics explored in the FEI Daily.


Accounting Blogs


CPA Trendlines - Firm management blog the dives into actionable intelligence for the tax, accounting and finance community


GoingConcern.com - Accounting news that will either make you laugh or cry.


Sleeter Group - Quickbooks and Beyond - Intuit continues to release monthly updates to QuickBooks Online, so let's take a look into the changes and thirst for statistics, and—beyond that—want predictive software that can.


Accounting Onion - Peeling away financial reporting issues one layer at a time.


Intuit Accountants News - Professional financial accounting & tax accounting solutions from Intuit help you save time and money and serve your accounting, bookkeeping & tax clients.


Dear Drebit - allows site visitors to submit questions regarding accounting as it applies to a business valuation, health care reform, and a number of other financial topics.


The Blunt Bean Counter - blog that offers advice on income taxes, finance and the role of money in our lives.


Evergreen Small Business - blog that offers a broad spectrum of advice for the small business owner. There is a section dedicated to frequently asked questions regarding tax accounting, financial planning and management for small business.


AccountingWeb.com - Accounting software news, accounting career information, and accounting firm management resources. An everyday resource for CPAs and accountants.


Bloomberg - Bloomberg’s mission is to deliver business and financial information, news, and insight to the world.  With such an ambitious mission, Bloomberg Current has multiple purposes: connecting influential decision makers to a dynamic network of information, people, and ideas.


Bond Beebe - It’s Taxing is the blog of Bond Beebe, Accounts & Advisors, one of the top DC Accounting Firms, with over 80 professionals who provide high-quality audit, tax, and advisory services.  It’s Taxing is a user-friendly blog designed to offer information and education geared toward topics related to tax, estates, accounting, and finance.


Less Accounting - LessAccounting is billed as “really amazingly simple accounting software for small business, micro-businesses” by LessEverything.


Appletree - Small business accounting topics that helps you with profitability, decreasing your taxes, dealing with IRS problems, and planning your business financial confidence strategy.


Blumer CPAs - Seek to “equip creative people to become mature business owners.”


The Accounting Department -Small and medium-sized businesses that want to outsource their accounting and bookkeeping needs to a forward-thinking, savvy group utilizing the latest accounting technology turn to The Accounting Department blog to learn how.


The Fraud Files Blog - Covers all kinds of fraud-related topics, with information on common divorce issues that arise, victories for the firm, industry news and opinions on public fraud and scam cases currently in the spotlight.


Verasage - From customer experience and innovation to knowledge workers, project management and timekeeping, VeraSage covers a number of topics broadly impacting the world of accounting.


White Collar Fraud - A convicted felon, former CPA and former criminal CFO of Crazy Eddie, Sam Antar offers a unique perspective on the world of white collar fraud. He now offers advice and consulting services on white collar crime, turning his experience into a valuable service aiding federal and state law enforcement agencies in identifying and catching white-collar criminals.


Recruiting For Accountants


FlexCPAs - Dives into the discussion on work/life flexibility, how it can be implemented within your CPA firm and how to find accountants who are looking for flexible work options.


AccountingFly - Find great accounting jobs and internships. Accounting employers use Accountingfly to post jobs and recruit accountants at every step in their career.


LinkedIn Premium - Opens up their search capabilities to help you reach out too and find your next accountant.


Robert Half - Premier among staffing agencies, Robert Half is dedicated to providing you professional staffing services in a variety of industries, including accounting.


Marketing Resources For Firm Owners


Skoda Minotti Blog - marketing services blog for CPAs, business and financial advisors.


Buffer - Save time on your social media marketing efforts by managing all of your social profiles in a single app with Buffer. It’s an easy way to take the pain out of maintaining and updating multiple accounts.


The Profitable Firm - Content marketing services for accountants and CPA firm owners.


Zapier - Sometimes you use a variety of tools that don’t natively talk to each other. Fortunately, with Zapier, integration becomes simple. Set up as many zaps as your account allows, and watch your tools react to each other easily.


Tax Pro Marketer - Full-service marketing agency that is run by a CPA.


Active Campaign - Need a way to stay in touch with your current client and prospect list without having to send personalized emails, one by one? Active Campaign is an email marketing & marketing automation solution for small businesses that will do just that


Feedly - Feedly is a great RSS Feed alternative for curating content and staying up to date with the most current news, announcements, and mainstream trends applicable for your business.


Recommended Business Books For Accountants 


The Radical CPA by Jody Padar - This book dives into how to create a customer-centric "New" firm for today's world: Including in-depth Practice Managment ideas and solutions around Cloud, Social, Value and Experience.


Linchpin: Are You Indispensable? by Seth Godin - This book dives into how to showcase your brilliance at work and become indispensable.


Crucial Conversations: Tools for Talking When Stakes are High by Kerry Patterson, Joseph Grenny, Ron McMillan and Al Switzler - This book dives into having difficult and important conversations at work and what to do when the chats have stakes that are high, opinions vary, or emotions are running strong.


Drive: The Surprising Truth about What Motivates Us by Daniel Pink - This books defines why work is not necessarily all about how much money you will make. Instead, digs into how we are motivated and what drives us towards greatness.


Listening: The Forgotten Skill, A Self-Teaching Guide by Madelyn Burley-Allen - This book helps readers acquire active and productive listening skills to use professionally, socially, and personally


The Intentional Accountant by Darren Root - Practical, end-to-end roadmap of the strategic process and organizational methods that have changed the lives and personal fortunes of thousands of practitioners and shareholders in accounting firms nationwide.


The Five Dysfunctions of a Team by Patrick Lencioni - This is a 38-item paper handout that is an excellent team development tool.


Work Less, Make More: Stop Working So Hard and Create the Life Your Really Want by Jennifer White - This book is an easy-to-follow 10-step program for overcoming your fears, unblocking your passions, channeling your energies, and managing your time more efficiently


Implementing Value Pricing by Ron Baker - This book dives into how to switch from the old Billable hour model into the new age, value pricing that will bring value to your clients.




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