SOLUTIONS. new territory. Payroll services give many firms a new way to grow. Read a few key reasons to join them. david Hensley s

Transcription

1 issue Tips, trends, and connections for users of Thomson Reuters software SOLUTIONS new territory Payroll services give many firms a new way to grow. Read a few key reasons to join them. ready, set, go How GoFileRoom Can improve firm efficiency support corner Check out all the ways we can help you succeed david Hensley s good practice Z

2 SOLUTIONS issue FEATURES also inside 8 David Hensley services that serve 4 Newsline Accounting CS Ideas Community and the competitive value of consulting. 7 software in action Speed, efficiency, integration all yours with GoFileRoom. 15 support corner Shayna Chapman describes ARNE s value to a small firm like hers. 6 INSIDE story Questions or feedback? your thoughts to Solutions@ThomsonReuters.com. Join our online users forum, at cs.thomsonreuters.com/community. 12 THE Case FOR PAYROLL Find more on the web, at cs.thomsonreuters.com. CS.ThomsonReuters.com/Facebook cs.thomsonreuters.com/twitter cs.thomsonreuters.com/youtube cs.thomsonreuters.com/linkedin Solutions is published by the Tax & Accounting business of Thomson Reuters, 7322 Newman Boulevard, Dexter, MI 48130; Printed in the United States. Copyright 2012 Thomson Reuters, Issue 2, Cover: REUTERS/Bob Strong; page 4: REUTERS/Cathal McNaughton; page 6 and above: Bryan Hoeft (Debbie Harden); page 7: REUTERS/Bruno Domingos; pages 8-11 and above: Joe Vaughn (Dave Hensley)

3 VIEW POINT Learn to shine in a brighter future. For more information on the benefits of promoting a training and learning culture at your firm, visit the Solutions blog, at cs.thomsonreuters.com/solutions. You ve probably heard the old Jackson Browne song Running on Empty. I think it s a pretty good description of the business environment over the past few years. The economy has been unpredictable for a long time now. Recently, however, things have actually started to look up. You ve probably already noticed. We re hearing encouraging things from our customers, learning about positive trends from consultants in the profession, and seeing new interest and new investments. The picture painted by 2012 thus far is of a brighter future ahead. It s an exciting time. But when the business world has been squeaking by for this long, shifting from a survival culture to a learning and growth culture takes real effort. And that s true of practicing accountants as well. A culture of continuous learning and reinvestment in human capital can help you hang onto your best people as the battle for talent begins to heat up again. It can spark client service innovations that distinguish your practice. And frankly, it makes coming to work every day a whole lot more interesting. So how do you use the backdrop of a more bullish economy to maximum advantage? How do you ensure that your brightest employees and best clients don t go looking for greener pastures? How do you put your firm in the best possible position? While yesterday s challenge was how to do more with less, tomorrow s focus may be on reinvesting in your firm and your people. may not have been very vocal for the past few years, that s likely to change soon. Offering training and development opportunities not only helps you hang onto good people, it makes them more engaged and productive, day in and day out. And of course, happy staff members beget happy clients. Foster a culture of teaching: Every employee has something to teach others. Often, it s just a matter of encouraging them to participate in the firm-wide culture of learning. Encouraging staff members to coordinate and lead learning sessions can make them feel more valued. And that, in turn, can create a more collaborative environment where unique or specialized knowledge is regularly shared. Lead by example: How are you investing in your own professional development? Even if you re at the top of your firm, you can always learn something new. And your employees will follow your example. When you re ready to take action, there are more resources across the profession than ever to help you create a culture of learning. Here at Thomson Reuters, the thought leadership and the blog channels on our website are great places to start, and of course we also offer a wide variety of training and consulting options, from online videos to customized onsite training sessions. No matter what you choose, investing in people and your firm is an important step toward a brighter future. Regards, What are you doing to create a learning culture at your firm? Here are some ideas: Invest in people: The best employees are always looking to learn something new. And while they Jon Baron Managing Director, Professional Segment, Tax & Accounting, Thomson Reuters CS.THOMSONREUTERS.COM [ 3 ]

4 NEWSLine CS Professional Suite & Enterprise Suite ACCOUNTING & AUDITING accounting CS accounting CS Client Access Engagement CS Workpapers CS document MANAGEMENT FileCabinet CS GoFileRoom MOBILE APPS ARNE Mobile CS mypay Solutions payroll Accounting CS Payroll mypay Solutions Firm & Workflow Management Calling All Accounting CS Users! Practice CS FirmFlow TM TAX UltraTax CS GoSystem Tax RS Fixed Assets CS Planner CS ToolBox CS Cloud Computing SaaS for CS Professional Suite Virtual Office CS Website Design Web Builder CS Client Portals NetClient CS Our Practice CS and NetFirm CS Ideas Communities have been so successful we re now offering a forum for sharing ideas with our Accounting CS development team. To make Accounting CS the best accounting product on the market, we need feedback from the customers who work with the product every day. This feedback will help our development team better understand your needs and help us prioritize upcoming features to be implemented. The Accounting CS Ideas Community provides: a way for users to hear about and comment on suggested product enhancements sharing of customized reports, financial statements, check layouts, and letters the ability to request tax forms and tax agents not currently in the program Categories to suggest security modifications, integration with other software, and training materials To get started, from the program s home page choose Help > On the Web > Submit Suggestion or, from within your Accounting CS program, you can add a new portlet for the community from one or more of your dashboards. For more information, search on Ideas Community in the index of the help browser. We encourage you to make the Ideas Community a new portlet on one of your dashboards, so that we can keep the lines of communication open and active. Please vote for existing suggestions or create a new suggestion and monitor the feedback to see our plans for the future! [ 4 ] solutions [issue 2, 2012]

5 Get the Competitive Advantage With BUSINESS workflow CONSULTING Business Workflow Consulting is designed to help you step back and look at your daily processes objectively to see where you can improve efficiency. Working with an expert consultant, your session will take you through several phases in order to identify areas for improvement. Discovery You ll share information with your consultant to help them: understand your future business vision, client service model, and growth plans gather data through survey tools and a phone interview set the groundwork for the areas we will focus on pull together information about your firm data, hardware in use, goals, strengths, opportunities, and areas of concern in your processes Onsite Analysis You ll allow your consultant to: visit your office and observe your business workflow interview key staff members involved in your firm s workflow to discover strengths, challenges, and how technology is currently used pay attention to how you use your current Thomson Reuters products and identify where additional efficiencies can be gained Subject Matter Expert Our panel of subject matter experts will: review your information and begin their analysis work with your consultant to develop specific recommendations for your firm Report Findings You ll receive your comprehensive report, which includes: specific recommendations that will yield immediate benefits to your firm suggested methods for addressing your goals while increasing ROI You and your consultant will discuss your detailed report in the concluding review session, and you ll walk away with an action plan to meet your goals. Z Why Should You Consider Business workflow Consulting? Many firms find it difficult to objectively review their processes because they re too close to them. Our consultants are experts; they ve worked with numerous firms and have years of experience. Their unique skills allow them to pinpoint, evaluate, and report back on process and communication issues and show you how to overcome them. We also provide insight into how other firms of comparable size are benefitting from Thomson Reuters applications and technology, and the specific areas you need to focus on to stay competitive. Z For More Information To learn more about Business Workflow Consulting, please call us at or cs.sales@thomsonreuters.com. And the Rate the Space Winner Is We re pleased to announce that the winner of last issue s Rate the Space contest is Fox & Company CPA/ Milestones Financial Planning in Mayfield, Kentucky. The firm will receive a $500 American Express gift card. Visitors to Fox & Co. CPA, which occupies the main floor, and its sister company upstairs, Milestones Financial Planning, are greeted by an inviting main entrance complete with giraffe, which, according to the owner of both companies, Johanna Fox Turner, is a favorite of both staff and clients (and we re guessing our voters, too). Thanks to all of the entrants and voters who participated in the Rate the Space contest! The two companies share not only this main entrance, but frequently share office spaces as well. CS.THOMSONREUTERS.COM [ 5 ]

6 INSIDE STORY behind the scenes A Genuine People Person Meet Debbie Harden, team leader of renewals and customer service at Thomson Reuters in Ann Arbor, Mich. She joined the company in 2004 as a customer service representative. About a year ago, she was promoted to her current position. Solutions: What does being team leader available to work through an issue with for renewals and customer service involve? them. Other times, it means giving them Debbie Harden: I oversee letting our self-service options, like renewing online. clients know when it s time to renew and Moving to online renewals is one of the helping them through that process. Our things I ve been very passionate about, to team also created a program that helps help the environment and make it even clients transition when they first buy our easier for customers to renew. software, or transition to a new product like Accounting CS. We work as liaisons with all You describe yourself as a people the other departments involved to make sure person. Does that extend beyond work? customers are ready to use our products as I m very spiritual and believe I ve been called efficiently and profitably as possible. to help others. My husband and I are youth leaders at our church, and we spent a week Can you describe your overall customer in Myrtle Beach this summer helping rebuild service philosophy? homes in hurricane-stricken areas. We also I want every client to have a positive tend a community garden where the produce experience. Sometimes that means being is free for the taking. WHERE HOME and OFFICE INTERSECT Family Ties. Harden joined Thomson Reuters at the urging of her husband, John, who works for the company as a sales and training consultant. Small World. One of Harden s favorite places to visit is Walt Disney World. I m still a kid at heart and I love everything they stand for, she says. What does Harden like most about Walt Disney World? The whole magical experience, and the top-notch customer service. Naturally. HELPING HANDS Debbie Harden and her husband went on their first mission trip in June. They joined 12 other members of their church, Lincoln Community United Methodist Church, on a journey to Myrtle Beach, where they worked on homes devastated by hurricanes. Pictured above with kids from her church youth group, Harden calls the trip a life-changing experience. [ 6 ] solutions [issue 2, 2012]

7 software in action READy, SET, Go! GoFileRoom speeds firm s workflow while providing other winning efficiency enhancements. When you have seven offices to manage and integrate, you want to make your work as efficient and productive as possible. That s exactly why Williams & Company, P.C., implemented GoFileRoom late last year. Headquartered in Sioux City, Iowa, the firm already uses the CS Professional Suite from Thomson Reuters. So adding GoFileRoom was a logical next step. The primary objective is something we ve been wanting to move closer to for a long time, says Michael Miranda, the firm s senior manager. We wanted a vehicle to integrate all our offices, to make it easier for them to work with each other. With Virtual Office CS and GoFileRoom, I think we accomplished that. It s not just the ease of scanning, storing, and sharing documents electronically, although those are among the key benefits of GoFileRoom. Williams & Company has found ways to use GoFileRoom to address some of its specific needs. Checklists. According to Miranda, the tax side of the firm used to struggle with checklists. By integrating checklists into the GoFileRoom workflow, the firm enhanced its return processing and quality control. Trust Administration. The firm has improved its compliance on life insurance trusts for which it functions as administrative trustee. For example, where there s no tax return actually filed we ve put premium statement notices into the workflow system, says Miranda. That will trigger a recurring reminder so we never miss a deadline. Retirement Plan Consulting. Miranda sees the potential for using GoFileRoom as a document management and deliverable tracking system for retirement plan consulting. Online Library. Williams & Company has put all its library materials, webinars, and training session recordings online using GoFileRoom. Employees can access these materials at their convenience or even from their home, says Miranda, and the search capability has come in very handy, too. Z Watch GoFileRoom in action at cs.thomsonreuters.com/gofileroom, where you can view video demonstrations. Miranda adds that he s spoken with other firms who are also using GoFileRoom. Even for firms that have very different systems and processes than we do, says Miranda, I can see the application of this product to multiple uses. GoFileRoom is an ideal fit for Williams & Company. The fact that it s completely web-based means they can better serve their clients by easily sharing work across all their offices, and instantly accessing client documents and engagement information on a real-time basis. These capabilities and others allow Williams & Company to recognize a significant return on investment with GoFileRoom. Art Carruth, product account manager, GoFileRoom CS.THOMSONREUTERS.COM [ 7 ]

8 Services That Serve You Well How to succeed in business by doing the right thing. Starting your own firm means opportunity for independence and success. But this practice knows the value of finding the right support and giving back. When he established his own firm in 2005, David Hensley, CPA, EA, had a game plan. But he didn t expect to be an overnight success. That s pretty much what happened, though. And Hensley has never taken it for granted. On the contrary, David J. Hensley CPA, Inc., of Springfield, Ill., is a firm that makes a habit of giving back. For two years in a row, Hensley has won the Illinois CPA Society s Time and Talent Public Service Volunteerism Award, which recognizes charitable activities of its members. In Hensley s case, his pro bono service has centered on helping members of the military prepare their tax returns. A personal connection partly inspired his volunteerism. Hensley has family members who have served in the military and he lost friends who fought in the Vietnam War. Of all the things you can sacrifice, there s nothing more than that, he explains. And it s not like members of the military make very much money, or get much support outside of what the military provides. When someone contacts the firm for help, the person is immediately referred to Hensley himself even if he s in the middle of something else. I want to make sure these people know they re going to get the assistance they need. [ 8 ] solutions [issue 2, 2012]

9 Firm Facts Z BASICS: David J. Hensley CPA, Inc., was established in It has a staff of six and adds two more during tax season. The firm provides services including tax, accounting, bookkeeping, compliance, and consulting, for businesses and individuals. Z WEBSITE: davidjhensleycpa.com Z SOFTWARE: The firm uses a range of products from the Thomson Reuters CS Professional Suite, including FileCabinet CS, Practice CS, Write-Up CS, and UltraTax CS. They re considering adding Accounting CS. CS.THOMSONREUTERS.COM [ 9 ]

10 We may be a small firm, but we ve been able to grow and meet the needs of our clients. This is directly attributable to both the software and the skill of the people we have on board. David Hensley Doing Right This mindset isn t all that different from the way the firm treats its paying clients. The staff, which includes Hensley s wife, Pat, has a reputation for being personable and responsive. I ve made it clear that every client is to be valued, says Hensley. The firm demonstrates this same level of care and respect to its employees. The practice makes sure its employees can participate in the company s growth. For example, when one bookkeeper expressed interest in doing taxes, Hensley explained that although he couldn t offer a big raise he could pay her a percentage of the taxes she prepared. BEST PRACTICE: Two-time winner of the CPA Society s Time and Talent Public Service Volunteerism Award, David Hensley helps military personnel prepare their tax returns. Good Growth David J. Hensley CPA, Inc., has grown substantially since its inception, even buying a second firm to integrate into its business in In addition to hard work and talent, Hensley credits two major factors for much of his success: Thomson Reuters and New Clients, Inc. (NCI), a Thomson Reuters marketing partner. When he launched his firm, Hensley admits he didn t know much about starting his own accounting practice, despite his years of experience in the field. NCI recognizes that most accountants don t know how to get their foot in the door to talk to people, which is the hard part, says Hensley. They offer a referring revenue guarantee, but within the first six months we were growing at such a fast rate that I released them from the guarantee. I was too busy to keep up with my reports to them. [ 10 ] solutions [issue 2, 2012]

11 Thomson Reuters software is another key element in the firm s achievements especially during periods of rapid growth. According to Hensley, it s essential to have an infrastructure that s more than sufficient to handle expansion and serve every client s needs. There s nothing worse than spending time, effort and money to acquire a client just to lose them because you didn t get things right, he explains. That s usually the result of not having the right people on staff or not having adequate software systems. Hensley has always had confidence in his staff, and it didn t take long for him to feel comfortable with the products and services offered by Thomson Reuters. He appreciates how closely Thomson Reuters worked with his firm while they set up their integrated systems. As everyone became familiar with the software, calls to Thomson Reuters decreased dramatically. That s because we d gotten our hands on everything and understood what we were doing, which goes back to the support we got at the very beginning, says Hensley. It was the best money we ever spent. Working With What Works Hensley is a big fan of Practice CS, which helps the firm better track its time and client billing. In one instance, Hensley discovered he d undercharged a client by about 15 hours. In another case, he learned the firm had been overcharging a client. I didn t hesitate to drop their fee, says Hensley. I wanted to be fair about it. Tools like FileCabinet CS also help the firm provide better service to its clients, by improving accuracy and efficiency. Because everything s scanned directly into the system, anyone on staff can access whatever they need from FileCabinet CS within minutes, instead of having to search through piles of paper. Even with his many years of experience and the success of his firm, Hensley continues to learn. Just a couple of years ago, he did the coursework and testing required to become an enrolled agent. We may be a small firm, but we ve been able to grow and meet the needs of our clients, he says. This is directly attributable to both the software and the skill of the people we have on board. Not All Work and No Play When they re not at the office, David Hensley and his wife, Pat, make some time for play, literally. We always have the bargain seats to the theatre on Sundays, he says. I guess that sounds cheap, but we re simple people. Hensley also likes to swim and has taken up golf. I m very bad at it, he admits, but I enjoy it. Bringing in the Business New Clients, Inc. (NCI) helps accounting firms build their business so they can focus on what they do best: taking care of clients tax and accounting needs. This national marketing and consulting firm has been working with CPAs, accountants, and enrolled agents for 27 years, providing marketing and practice management programs. According to Bruce Clark, founder and CEO, NCI works with established firms as well as start-ups. David Hensley contacted us when he d just opened his doors, says Clark. Through our client acquisition program, we hired two people to help him set up appointments and close the deals with new clients. NCI offers a variety of programs and services. Learn more at NewClientsInc.com. CS.THOMSONREUTERS.COM [ 11 ]

12 The Case for Payroll Does your firm offer payroll services to clients? If not, here are some key reasons to reconsider. [ 12 ] solutions [issue 2, 2012]

13 Some might say that payroll processing goes with tax and accounting services like peanut butter goes with jelly. In fact, payroll is one of the stickiest services you can offer, says Jason Tooker, associate manager for mypay Solutions at Thomson Reuters. Payroll not only encourages clients to stick with you, it can attract new ones and is often the starting point for getting them to use more of your services, he explains. It really rounds out a full firm image if you re looking at a one-stop shop. But don t just take it from Tooker. Rick Black, a CPA from Farmington, Mo., believes payroll is essential to any firm s business. Here s how and why he s made it work. Black is a big believer that payroll gives firms a tool to keep clients coming back that stickiness factor. It s about value services, because you want to offer as many services as possible to your clients, Black says. If you re offering auditing, accounting, tax, write-up and payroll, it s going to be hard for a client to leave when they have access to that many services. According to Black, payroll is also an important profit center for any firm. It didn t take long to figure out that handling payroll in-house wasn t the right fit for Black and his team. It s high task and high dollars you re putting into your staff, he says. We looked at what would be the best option, and for us that turned out to be mypay Solutions. The firm still has the flexibility to prepare payroll themselves or give their clients the option of handling it. They can even download items into their clients QuickBooks. We have about 10 clients that use mypay Solutions, and we do about 750 payroll checks a month, says Black. Another plus? Black s firm doesn t have any liability exposure, which instead lies with mypay Solutions. The ease of getting up and running with mypay Solutions and how it integrates with other Thomson Reuters products is another check in Black s pro column for offering payroll. It builds value in our product, and because it s all integrated together we can do as much as we want with it, he says. I recommend mypay Solutions because they re there to build a partnership with your firm. We haven t had a single one of the kinds of problems we had with other payroll providers. Z The three payroll options below can be combined to meet the specific needs of any firm. To learn more, visit cs.thomsonreuters.com/payroll- Solutions. know your Payroll Options Thomson Reuters 1. Accounting CS Payroll 2. Accounting CS Client Access 3. mypay Solutions offers three options Firms can process payroll Clients can process their The service that offers all the to help firms provide themselves with this fully own payroll, yet remain benefits of being involved in payroll services to automated option that s tightly connected to the firm clients payroll without the their clients. These designed for cross-client that provides the services. liability of having to process options can be processing. It gives firms Accounting CS Client Access it, mypay Solutions can combined to meet options for streamlining automates payroll functions handle any size payroll and the specific needs their workload and even including payroll processing, much more. of any firm. handling their own payroll check writing, and more efficiently. direct deposit. CS.THOMSONREUTERS.COM [ 13 ]

14 tips & tactics Good to Know We answer your most pressing how to s and can you s. Accounting CS Q: Is there an easy way to find transactions with missing account numbers? A: There are a few different ways to find a missing account number in Accounting CS: The General Ledger report now includes a section at the bottom that lists any transactions with unassigned accounts. In the Enter Transactions screen, you can search for Unassigned from the search box. Run the Transaction List report for the period in which the transaction occurs and scan the account column for the missing account number. Practice CS Q: Can I set up Practice CS projects to be extended automatically when the tax return is extended in UltraTax CS? A: Yes. To extend the project automatically, choose Setup > Templates > Projects. Select the tax return template. On the Main tab under the Solution section, select 2011 UltraTax CS and then use the Extension event field to select the UltraTax CS status event you ve set up in UltraTax CS. You can there s more Read more tips and tactics at CS.ThomsonReuters.com/Tips. To access the Knowledgebase, visit CS.ThomsonReuters.com/Support. also select this status event for projects that are already assigned to clients. For step-by-step directions on the setup process, see Knowledgebase case #K UltraTax CS UltraTax/1040 Q: I recently submitted an electronic return to the IRS that was rejected due to error code 515, Primary used more than once. What does that mean? A: Error code 515 occurs when you ve already used the taxpayer s Social Security number (SSN) on another return. Verify that you correctly entered the SSN on Screen 1040 (located in the General folder). If the number is correct, you must file the return on paper. For additional assistance, contact the IRS e-help Desk at GoSystem Tax RS GoSystem Tax/990 Q: Can I electronically file 990-T returns? A: No. The IRS does not currently support electronic filing of 990-T returns; you can electronically file only the extension for the 990-T return per IRS Publication GoSystem Tax/706 Q: Will GoSystem Tax RS automatically generate next year s tax forms when applicable? A: GoSystem Tax RS generates the forms for the appropriate tax year based on the date of death you enter in the Organizer > General Information > Basic Information > Decedent s Information screen. For example, if you enter a 2011 date of death in a 2010 locator, the application generates the 2011 forms. Fixed Assets CS Q: I ve received a client from another preparer. I want to check his depreciation numbers and compare them to how your system calculates it. If I enter prior-year assets, can the program calculate prior depreciation for each asset? A: To calculate prior depreciation for multiple assets, follow the instructions below: 1. From the Asset List window, choose Setup > Treatments. 2. Highlight the treatment for which you want to calculate prior depreciation. 3. Click the Build button. 4. Click the Calculate prior depreciation for all assets option, then click OK. 5. To calculate prior depreciation for additional treatments (e.g. Tax, Book, etc.), repeat steps 2 to 4 for each treatment. Mobile cs Q: When I send time from Mobile CS, where does that time show up in Practice CS? A: The time that you send from Mobile CS first goes to the Integrated Entries tab in the Time & Expense Entry screen to be accepted or rejected. In Practice CS, choose Actions > Time & Expense Entry > Integrated Entries tab. In this tab, you ll see all the time that was sent from Mobile CS. Mark the checkboxes for the items that you want to bring into Practice CS and click the Accept Selected button at the bottom right. After you accept the items, they re part of your Practice CS database and are available to be approved, posted, and billed. [ 14 ] solutions [issue 1, 2012]

15 SUPPORT CORNER ARNE Superstar You ve chatted with them and learned from them in the ARNE community. Now get to know these ARNE veterans a little better. SHAYNA B. Chapman, cpa.citp, CGMA Managing Member Chapman & Burris CPAs LLC Gallipolis, OH Q: What do you see as the value of a community like ARNE? ARNE is priceless, especially to a small firm like mine. I came from a larger firm where each person had a TFA, or Technical Focus Area, like sales tax or depreciation. In a small firm I have a TFA in everything. As much as I d like to say I know it all I don t, so whether I have a tax/audit or a hardware/software question, ARNE allows me to ask other professionals. We chat about internal practice management, external client situations, IRS issues really, about everything. I ve learned so much from them. Often I read a post and the responses, then say, I have to do that! Next thing you know, my employees are being educated at a staff meeting or learning procedural changes. I have to admit, ARNE was one of the major reasons I switched my practice management program to a Thomson Reuters program. I knew Meet Your Support Rep STEVEN SCHEICH, Senior Support Representative and Newfie Dad if I had any issues, I could easily ask my fellow ARNE-ites for help. They didn t fail me. I just keep investing in Thomson Reuters, because I know between their awesome support and ARNE, I have not only the programs but the right people to help my firm succeed. One more thing about ARNE: outside the technical talk, these people are my friends. The fact that everyone asks questions and offers advice lets me know it s okay to not know everything. No one does. In the Rec Room forum, you ll find out that these people have lives, they have kids, they work hard. It s nice to know there s a whole community of people like me. Q: Tell us one thing we d be surprised to know about you. I attended Temple University Japan in Tokyo. I lived with a wonderful Japanese family in Yokohama who taught me culture, language, family life, and how to sleep through earthquakes. The experience gave me the ability to step outside my comfort zone, make new friends, see things from others perspectives, and not be afraid to try to conquer new things. These are lessons I carry with me every day. Steve just celebrated his five-year anniversary with Thomson Reuters. He s a support lead/subject matter expert for Accounting CS Report Designer, FileCabinet CS, and Csa SUTA Payroll. He also works with the QuickBooks integration team. Paging Uncle Hoogie: Steve, a guitar-playing classic rock, blues, and metal fan, and his fiancée Amanda plan to marry in a destination wedding in Jamaica. One family member they ll have to leave at home: their 150-lb. Newfoundland, Hoogie. Of course, Steve s 2-year-old niece would probably offer to babysit (well, if she was older); she loves the dog so much she thinks Steve s name is Uncle Hoogie. Support Resources These useful resources can save you a call to the Support Department: Knowledgebase Get information and answers to common questions in this online repository. ARNE Community Interact with your peers in an online community for accountants. Tutorial Videos See how to use software features and improve your workflow. Transition Services Take the stress out of transitioning to CS Professional Suite programs. e-file Resources Be ready to e-file your clients 1040 returns with these helpful resources. This list only scratches the surface of the resources available on our Support page. Visit cs.thomsonreuters.com/support for more information. CS.THOMSONREUTERS.COM [ 15 ]

16 7322 Newman Boulevard Dexter, MI cs.thomsonreuters.com PRSRT STD U.S. Postage PAID Bolingbrook IL Permit No MYPAY SOLUTIONS We make payroll easy. What could your firm do with instant access to all the benefits of payroll but not all the work? mypay Solutions, the personalized payroll service from Thomson Reuters, allows you to enjoy the client loyalty and steady, year-round revenue stream that payroll provides without the complexity and liability of actually processing it. With mypay Solutions, you ll be assured of: Top-quality, comprehensive payroll services Journal entries that seamlessly flow into Accounting CS, Write-Up CS, and client payroll reports Respect for your client relationships we understand that the client is your client An ongoing revenue share of every payroll processed It s a unique alternative for firms that want to increase revenue and client retention without increasing workload or staffing. So go ahead start planning how you ll make use of that extra revenue. And visit CS.ThomsonReuters.com/ mypaysolutions, call , or us at Sales@myPaySolutions.com to learn more.