### Contents - [**Articles**](#resources-articles) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # Accounting Practice Management Software Resources ##### Articles, Discussions, and Reports to expand your knowledge on Accounting Practice Management Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Articles**](#resources-articles) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## Accounting Practice Management Software Articles [![How to Calculate Cost of Goods Sold (COGS): A Complete Guide](https://learn.g2.com/hubfs/G2CM_BI048_Backlog_Images-%5BCalculate_gross_profit%5D_V1b.png "How to Calculate Cost of Goods Sold (COGS): A Complete Guide")](https://www.g2.com/articles/how-to-calculate-cost-of-goods) [ ### How to Calculate Cost of Goods Sold (COGS): A Complete Guide ](https://www.g2.com/articles/how-to-calculate-cost-of-goods) Understanding your costs is essential for sustaining profitability in manufacturing. [ ![Devin Pickell](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Devin Pickell") DP ](https://learn.g2.com/author/devin-pickell) by Devin Pickell [![History of Accounting: How It's Evolved Over the Years](https://learn.g2.com/hubfs/G2CM_FI733_Learn_Article_Images-%5BHistory_Accounting%5D_V1a%20%281%29.png "History of Accounting: How It's Evolved Over the Years")](https://www.g2.com/articles/history-of-accounting) [ ### History of Accounting: How It's Evolved Over the Years ](https://www.g2.com/articles/history-of-accounting) There’s a good chance you’ve never covered this in your accounting classes. [ ![Rob Browne](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rob Browne") RB ](https://learn.g2.com/author/rob-browne) by Rob Browne [![Key Components of Accounting Automation](https://sell.g2.com/hubfs/long-angle-view-of-high-rise-glass-buildings-1055297.jpg "Key Components of Accounting Automation")](https://www.g2.com/articles/accounting-automation) [ ### Key Components of Accounting Automation ](https://www.g2.com/articles/accounting-automation) No matter how dry or stale people think accounting and finance is, these functions are vital to the health of any company. Felipe Torres, a financial analyst at G2, further explains that finance and accounting functions “...help us prepare for the future and drive strategies that ensure we're maximizing our potential.” [ ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC ](https://learn.g2.com/author/nathan-calabrese) by Nathan Calabrese [![What Is Cost of Debt? (+How To Calculate It)](https://learn.g2.com/hubfs/cost-of-debt-1.jpg "What Is Cost of Debt? (+How To Calculate It)")](https://www.g2.com/articles/cost-of-debt) [ ### What Is Cost of Debt? (+How To Calculate It) ](https://www.g2.com/articles/cost-of-debt) Spontaneity makes life fun and interesting, but when it comes to finance, whims aren’t so great. [ ![Maddie Rehayem](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maddie Rehayem") MR ](https://learn.g2.com/author/maddie-rehayem) by Maddie Rehayem [![Accounting Software Basics (+ Some Key Features to Look For)](https://learn.g2crowd.com/hubfs/best-accounting-software.jpg "Accounting Software Basics (+ Some Key Features to Look For)")](https://www.g2.com/articles/what-is-accounting-software) [ ### Accounting Software Basics (+ Some Key Features to Look For) ](https://www.g2.com/articles/what-is-accounting-software) Most business owners know that accounting is one of the most important aspects of running a company. [ ![Devin Pickell](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Devin Pickell") DP ](https://learn.g2.com/author/devin-pickell) by Devin Pickell Show More ## Accounting Practice Management Software Discussions 0 Question on: OfficeTools by CARET [When can you integrate google calendar to the office tools calendar and scheduler?](/discussions/30985-when-can-you-integrate-google-calendar-to-the-office-tools-calendar-and-scheduler) Hi Mark - At this time this is not on the current development roadmap for OfficeTools. Answered: Natalie Lara on August 28, 2020 [Your answer](/discussions/30985-when-can-you-integrate-google-calendar-to-the-office-tools-calendar-and-scheduler/comments/new?remote=true) 0 Question on: OfficeTools by CARET [Are other firms having problems with Work in Process and Accounts Receivable reports.](/discussions/26116-are-other-firms-having-problems-with-work-in-process-and-accounts-receivable-reports) ? Hello Ronald, We don't use the accounts receivable function, however the returns for sales reports work really well. The WIP I haven't seen any issues with it, but it can be very complex, depending on how much you want it to do. We try to keep our very simple. Answered: Greg Frank on April 14, 2020 Currently, we are having issues with just about every part of the billing/AR parts of the software. Answered: Alessandro Cacciani on June 29, 2022 We use all of the features of Office Tools, we have not had any issues with the A/R report, sales, or the W.I.P. report. I will agree with Greg that it can be complex. If you miss one of the steps it can cause the reports to be incorrect. Answered: Alessandro Cacciani on April 14, 2020 [See more answers (2)](javascript:void(0);) [Your answer](/discussions/26116-are-other-firms-having-problems-with-work-in-process-and-accounts-receivable-reports/comments/new?remote=true) 0 Question on: OfficeTools by CARET [Would you recommend to switching to cloud base system?](/discussions/26083-would-you-recommend-to-switching-to-cloud-base-system) We are trying to be a cloud base firm, and would like to know more about how it works. Yes, I would. We resisted having our paperless storage in the cloud but the problem is that there is no new development for desktop platforms. All of the top programmers want to work with cloud-based technologies so all tech companies are moving there or they lose their talent base. If you don't move, all the new ideas and related efficiencies will move without you. I know this because our firm started a tech company last year for workflow we patented, we have to sync with QB Desktop for our platform and I quickly learned that there is nobody doing anything on the desktop, including QuickBooks. www.bacotech.com Answered: Ford Baker on April 14, 2020 Yes, I would go to the cloud-based as you are given an added layer of security for one thing. Another benefit is that you can work from anywhere. One word of caution. I would ensure that you have an internet connection that is fast, and good hardware that is up to date to ensure adequate speed, otherwise you could get frustrated. Answered: Greg Frank on April 14, 2020 Yes, I would go to the cloud-based as you are given an added layer of security for one thing. Another benefit is that you can work from anywhere. One word of caution. I would ensure that you have an internet connection that is fast, and good hardware that is up to date to ensure adequate speed, otherwise you could get frustrated. Answered: Greg Frank on April 14, 2020 I think this is a complex question, that has many variables that you need to look at. Cloud-Based software is definitely a trend that will only pick up speed. You should consider: Type: As mentioned in another comment, you can either switch to Software as a Service, which is a platform that provides all of the software you are using to you and your employees. You can use a virtual hosting platform, this is essentially a virtual machine that has versions of your desktop software installed on it. You can also use a Hybrid Platform that syncs your local data and software to a cloud-based system. Cost: I can tell you that our firm has Proseries from 1999 - 2015, then Lacerte to present. Many providers will charge you by the application. Typically it will be a package that includes X applications, and everything over that you need to pay extra. Depending on the size of your firm, this could make it cost-prohibitive. There is more to think about, however, I don't want to post a dissertation. If you want to further discuss, let me know. Answered: Alessandro Cacciani on April 14, 2020 [See more answers (3)](javascript:void(0);) [Your answer](/discussions/26083-would-you-recommend-to-switching-to-cloud-base-system/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/accounting-practice-management/resources?discussions_page=2) - [1](/categories/accounting-practice-management/resources) - [2](/categories/accounting-practice-management/resources?discussions_page=2) - 3 - [4](/categories/accounting-practice-management/resources?discussions_page=4) - [5](/categories/accounting-practice-management/resources?discussions_page=5) - [6](/categories/accounting-practice-management/resources?discussions_page=6) - [7](/categories/accounting-practice-management/resources?discussions_page=7) - [Next ›Next ›](/categories/accounting-practice-management/resources?discussions_page=4) ## Accounting Practice Management Software Reports Mid-Market Grid® Report for Accounting Practice Management Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for Accounting Practice Management Summer 2026 G2 Report: Momentum Grid® Report Small-Business Grid® Report for Accounting Practice Management Summer 2026 G2 Report: Grid® Report Grid® Report for Accounting Practice Management Summer 2026 G2 Report: Grid® Report Grid® Report for Accounting Practice Management Spring 2026 G2 Report: Grid® Report Mid-Market Grid® Report for Accounting Practice Management Spring 2026 G2 Report: Grid® Report Small-Business Grid® Report for Accounting Practice Management Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for Accounting Practice Management Spring 2026 G2 Report: Momentum Grid® Report Grid® Report for Accounting Practice Management Winter 2026 G2 Report: Grid® Report Small-Business Grid® Report for Accounting Practice Management Winter 2026 G2 Report: Grid® Report