Friday, April 24, 2009

OneNote Obsession

I have a confession to make. I am an obsessive note taker. I love notes. Give me a legal pad, a freshly sharpened pencil and I can go to town on notes. Sticky pads, got five of them right here on my desk, wait make that seven; two are buried under my legal pad. I am a slight obsessive/compulsive, so not only do I have notes, I have all my notes from ten years ago. Need an email that was sent from a client three years ago, no fear, let me check my archive. What’s that you say, we discussed something over the phone nine months ago, one second while I pull out my categorized weekly, daily, monthly notepad and look it up!

Come on, stand up and shout it. I know there are some amongst you that are the same way. See, you, young lady right there with the thirty sticky notes surrounding your monitor, stand up and be proud, for today I have a cure, and the cure is Microsoft One Note!

Microsoft One Note is the answer to my obsessive note taking prayers. Get rid of reams of legal pads, take down the wall of fluorescent yellow, pink and green reminder notes, because I guarantee once you use OneNote, you are never going back!

Within OneNote I can create an ocean of Notebooks, and within each Notebook I can have as many New Pages as I want. And within each page I can… take notes! But wait, before you change blogs, you can do so much more. I can doodle, that’s right, doodle while you are talking to me. But not making really bad representations of dogs and cats, I can create flow charts and line drawings of your accounting processes while you speak. I can go to your website, and copy and paste sections into the notes, guess what OneNote automatically does, it notates it! That is right, at the bottom it shows the date and time I copied the information, but also creates a direct link to the website, right down to the page the text was pulled from. Then I can turn around and send you the page via email, or even PDF the page.

I can take notes and drag them over the task icon, and suddenly I have a task to do in Outlook. I can tag notes, color code them, index them; categorize them in any way I want. I can do this with the whole page or within sections of the page. Plus I can do screen captures by simply pressing the windows key with the letter S on my keyboard, and OneNote becomes a screen capture tool as well. Need a voice reminder? I can attach voice notes and video notes to any section of any page. I can format, bullet point, copy, paste and print. Unlimited power. This is only a small taste of what OneNote can do for you.

So, my little sticky note friends, I bid you a fond farewell. Although you have served me well for the last 20 years I must now leave you in the Office Depot aisle never more to become stuck to my shoe as I leave the office.

Friday, April 17, 2009

Welcome to the NEW TAD

Hello TAD subscribers. Today we move from our bi-weekly newsletter to a weekly Blog entry. We were finding fewer and fewer of you had time to open the newsletter and read the information inside. I know I receive a lot of newsletters each week, and most of them end up in my, “I will read you one day,” folder in Outlook, never to be seen again. Our Blog will still provide you with valuable information with fresh ideas and informative discussions, which will sometimes ramble into humor. Hey. Accountants are not all dry!

First, a couple of big stories coming out of TAD. On November 2008, TADAccounting was purchased by Accountacus, LLC, a firm based in South Carolina. At the same time, the firm purchased Outsourced Financial, a South Carolina based outsourced accounting firm. This really is a match made in heaven. TADAccounting,s years of outsourced accounting experience blended with Outfi’s tax specialties, create one firm allowing a broadening of financial services. Through this partnership, we can now provide professional tax, CFO and financial conversion services to our clients. We also gain a strong CFO, through the acquisition, Scott Powell, CPA. His background and experience in the public and private field provides a strong foundation for TAD’s growth. Expect a lot of great changes over the coming years which will strengthen our services and our relationships with clients.

You might also have noticed our entire image has changed. From our logo to our business cards, TAD is growing up. Our website has been updated, providing more relevant information to potential clients. Through our merger, we can now feel comfortable in opening our services to not only small to medium sized companies, but corporations as well. We feel the website is easier to navigate for the browser, and allows the user to find information quicker, as all links are located at the bottom of each page. One click access.

We are also extremely proud to announce TAD will begin offering accounting services to Spanish speaking business owners beginning May 1, 2009. These services will be provided through our partnership with Chicas Vilchez & Ruiz. They have been in business for over 24 years, so we feel confident in their work and client relationships.

TAD has also worked with CPA firms to provide a new service that we call CPA Solutions. CPA Solutions allow CPA and accountants who focus mostly on taxes to begin offering outsourced accounting to their business clients. Through a client based portal, a CPA’s clients can send TAD accounting work as if it was going through their CPA. We do the work, provide the CPA the financials, and then the CPA presents the information to the client. TAD pays the CPA or accountant a monthly retainer, so the CPA not only collects revenue at tax time, but monthly from the client as well.

TAD will also announce on June 1, 2009 a new platform for clients to access their fiancial reports and daily accounting tasks directly through the desktop. So, there is a lot going on at TAD!

I greatly appreciate your time, and look forward to sharing more with you over the coming weeks, months and years.

Scott West / COO