Bob Jensen's Bookmarks
Accounting, Finance, and Business Section
Bob Jensen at Trinity University

Here are several calculators to help you with your investment decisions:
Mutual Fund Cost Calculator
Tax-Free vs. Taxable Yield Comparison Calculator
College Savings Calculator
Loan Calculator
Savings Calculator
Social Security Retirement Planner
Ballpark Estimate Retirement Calculator
529 College Savings Plan Expense Calculator
Investor Quiz: Test Your Money Smarts

Facts and statistics (Fast Facts) --- http://gwu.edu/~gprice/handbook.htm 

Country Briefings (international statistics) from The Economist http://www.economist.com/countries/ 

This U.S. Department of Commerce Website has a wealth of data and news --- http://www.doc.gov/ 

Commerce Organizations

Assistance
Freedom of Information Act (FOIA), Grants, Reference

Business Development
Contracting Opportunities, Disadvantaged Businesses, Publications, ...

Economic Analysis
Bureau of Economic Analysis, Demographics, Economic Data, ...

Economic Development
Innovative Programs

Environmental Management
Conservation, National Environmental Satellite, Data, and Information Service (NESDIS), Publications, ...

Industries
Exporting, Industries and Sectors Information, Technology

International Trade
Bureau of Export Administration, Defense Trade, Export Controls and Regulations, ...

Electronic Commerce
Programs/Initiatives, Publications and Reports, Statistics

Employment and Internship Opportunities

Laws and Regulations
Economic Development, Exporting

Patents and Trademarks

Programs and Initiatives
Quality, Relief and Reconstruction

Science and Technology
Internet, Science, Spectrum Mgmt, ...

Statistics and Research
Publications

 

 

Finding Colleges, College Rankings, Financial Aid, and Online Programs

Guides to Distance Education Courses and Programs --- http://www.trinity.edu/rjensen/245progs.htm 

Finding Colleges, College Rankings, Financial Aid, and Online Programs --- http://www.trinity.edu/rjensen/bookbob2.htm#EducationInGeneral 

 

Bookmarks are Listed Below

Accounting

In March 2000 Forbes named AccountantsWorld.com as the Best Website on the Web --- http://accountantsworld.com/.
Some top accountancy links --- http://accountantsworld.com/category.asp?id=Accounting 

Accounting - Accounting Education
Online Accounting Education

AccounitngEducation.com has database links category of international university directories --- http://accountingeducation.com/links/ 
 
Bob Jensen's Links to Accounting Education Programs
Bob Jensen's Links to Accounting Software and Vendors
On Balance Forum - Conferences (Accounting Education Listservs)
On-line CPE Source - Quick, Easy, and Convenient CPE
Insight CPE: Continuing Profesional Education for CPA's
Welcome to the CPEInternet Campus!
RARC(Rutgers Accounting Research Center) Secured Site
BEST CPE - ONLINE CPE Courses for CPA's: Hardwick Publications
NRI Schools -- Leader in Career Training for Busy Adults
http://www.isworld.org/isworld.html
Accounting Related Resources
BUSINESS RESOURCES
AAA American Accounting Association
Financial Accounting Standards Board (FASB) 
Accounting Education Change Commission (AECC)
Summerfor Web (AAA Accounting Education News)
ACCOUNTING TOP FIVE WEB SITES
AICPA Home Page
AICPA Journal of Accountancy
AICPA Index by Subject
AICPA Online Audio/Video Library
AICPA Webtrust Principles and Criteria
ANet Australia home (International Accounting Network)
Association of Government Accountants 
Smart Communities Network --- http://www.sustainable.doe.gov/
Case-Based Reasoning in the Web
Global Window Main Menu (Business Schools and Culture of Japan)
Jim Hasselback's On-line Accounting Faculty Directory
NAN Nordic Accounting Network
PIC-AECM Pacioli Web Server
RAW Rutgers Accounting Web Introduction
CPA Online: Your source for Accounting Information on the Internet
Newsand Information (Legislation, Law, Accounting, Auditing, Health)
Wm. Dennis Huber's Web Page
Will Yancey's Home Page
Master of Business Taxation Degree Program University of Minnesota (tax)
Good links to education sites http://www.teleport.com/~hadid/bookmark_page.html

Accounting Professors


Jim Hasselback's On-line Accounting Faculty Directory
Jensen & Sandlin Survey of U.S. Accountancy Education Programs (This is now out of date)
Bob Jensen's Links to selected colleges and accounting education programs
Gerald Trite's great set of links --- http://iago.stfx.ca/people/gtrites/Docs/bookmark.htm 
Tax and Accounting Sites Directory
Rutgers Accounting on the Web Mailing List WWW Gateway
E. Barry Rice, Loyola College in Maryland
Accounting Quiz Demo (Richard Campbell, ToolBook Demo of Java)
Roger Debreceny Home Page
Trends in Technologies for Ocean-Spanning Asynchronous Learning
ACCOUNTING SOURCES (Pamela Jarvis)
ANEWS-L: Hasselback Directory now on ANet
ANet Australia home (International Accounting Network)
Jim Hasselback's On-line Accounting Faculty Directory (Prentice-Hall Web Site)
InterNIC Guide to U.S. Universities (Directory)
000021 AmericanCollegesand Universities
Jensen & Sandlin Survey of U.S. Accountancy Education Programs
Ceil M. Pillsbury
Sharon Lightner at San Diego State University
AcctgInfoPlus Accounting Education Links
Cital-Welcome
Department of Accounting & Finance,UOW
Favorite Sites -- Accounting, AIS & MIS Students & Professionals
Homepage for Larry Tomassini
Pacioli Web Server
Randall B. Dunham
School of Accountancy - Faculty - Charles Christian
Stonehill College: Programs in Accountancy (John A. Schatzel)
Tennessee Quality Award
Internet Exploration: Hot Sites
Darrell Walden at U. of Richmond - Accounting Information Systems
Univeristy of Waterloo - School of Accountancy - J.E. Boritz
Will Yancey's Home Page (great accounting links)

Colleges (Accounting Programs)

AccounitngEducation.com has database links category of international university directories --- http://accountingeducation.com/links/ 
 
Bob Jensen's Guides  (Old and Outdated)--- http://www.trinity.edu/rjensen/245progs.htm 
 
Yahoo! - Education:Higher Education:Colleges and Universities
Tax and Accounting Sites Directory
Accountant's Home Page
Accounting Sites Directory
ANet People Database Welcome
ANet Australia home (International Accounting Network)
Jim Hasselback's On-line Accounting Faculty Directory
Marr and Kirkwood Official Guide to Business School Webs
US News Online Comparisons of Programs in Higher Education
 

Accounting Course Syllabi, Materials, & On-line Courses

Bob Jensen's Guides --- http://www.trinity.edu/rjensen/245progs.htm 

                                     http://www.trinity.edu/rjensen/255wp.htm 

Free Tax Tutorials for Professors and Students
Tax Analysts, a non-profit pubic service organization that provides in-depth tax information resources for tax professionals, has announced it is making its news and research products available at no charge to accounting, law, and economics professors and their students.
AccountingWeb, June 28, 2007 --- http://www.accountingweb.com/cgi-bin/item.cgi?id=103676
See http://taxprof.typepad.com/taxprof_blog/files/tax_analysts_campus.pdf

Bob Jensen's tax helpers are at http://www.trinity.edu/rjensen/Bookbob1.htm#010304Taxation

The Journal of Accountancy has many free accounting and tax helpers ---
http://www.aicpa.org/pubs/jofa/joahome.htm

You can order back issues or relevant links management and accounting books and journals from MAAW --- http://maaw.info/

Free Access to Back Issues of The Accounting Review --- http://maaw.info/TheAccountingReview.htm 

From MIT:  OKI and DSpace --- http://www.trinity.edu/rjensen/000aaa/updateee.htm#OKI 

From Smart Stops on the Web, Journal of Accountancy, July 2007 ---
http://www.aicpa.org/pubs/jofa/jul2007/news_web.htm

 

THE BLOGGING PROFESSOR
http://taxprof.typepad.com

This Smart Stop provides a daily dose of tax news, papers and court judgments. Professor Paul Caron of the University of Cincinnati College of Law updates the site frequently with a balance of academic and practical items, ranging from IRS reports to details on upcoming tax conferences. CPAs can use the topical archive to find posts by subject tag. Caron’s site is part of the Law Professor Blogs Network (see “Smart Stops on the Web,” JofA, Oct. 06, page 27), which hosts a variety of academic blogs on securities, banking, nonprofits and trusts.

August 30, 2005 message from Walter Antoniotti [antonw@ix.netcom.com]

Good day Bob!

I am a retired college professor building an Accounting Internet Library to serve the accounting community.
I recently added a free internet version of these accounting books from the Quick Notes Learning System.

Financial Accounting covers Accounting I and II college courses and with concise topic  explanations and problem oriented tests.
The Accounting Cycle A Debit and Credit Approach covers debits and credits for the accounting cycle through merchandising.
Financial Accounting For Owners, Managers, and Administrators  covers basic principles without using debits and credits.
Financial Accounting Practice Sets One practice set briefly reviews the accounting cycle and the other is an extensive example 
of the conversion of a merchandising company to a computerized system.

Please consider
1) using these materials in your classes
2) linking to them at your site
3) telling students and fellow teachers about them
4) adopting the paper versions for your courses

Information on these and other accounting books are available at our Business Book Mall Accounting Store.

Thanks!

 
American Accounting Association Accounting Coursepage Eschange (ACE)
American Accounting Association Teaching Section
Accounting Journals Index
Arthur Andersen KnowledgeSpace
Bob Jensen's Links to selected colleges and accounting educators
Bob Jensen's Vendor Database
Sharon Lightner at San Diego State University
Also see my review of Sharon's innovative international accounting course http://WWW.Trinity.edu/rjensen/255light.htm
Ceil M. Pillsbury
Course Outline ACTG 691
David R. Fordham
Global Window Main Menu (Business Schools and Culture of Japan)
Homepage for Larry Tomassini
Jensen & Sandlin Survey of Accountancy Education Programs
Jensen & Sandlin Survey of Commerical Learning Materials in Accounting
JohnSon's Accounting and Auditing Page
Abstract97 (compliance detection, real-time audits)
Marr and Kirkwood Official Guide to Business School Webs
OSU Department of Accounting & MIS
Rethinking Teaching and Learning (Accounting, Microsoft Award Winner)
Spiceland's Intermediate Accounting II
Tax Resources (U. of Iowa)
Will Yancey's Home Page
 

Februrary 16, 2003 message from Gerald Trites [gtrites@STFX.CA

The Canadian Institute of Chartered Accountants has a publication "Information Technology Control Guidelines" which was published in 1999. The book is quite large and there has been some talk about a possible decision support system that might be developed, loaded with the ITCG guidelines, placed on a CD and used in the field for assistance in analyzing system controls for particular systems/companies and developing recommendation letters. I would think the preferred approach would be to find a suitable shell and then build the system around it. In the course of my research of a good system, I came across VP-Expert which at one time was highly recommended, but it is DOS based and appears to be out of date. There is a variety of others. Does anyone have knowledge of a good DS shell that might be useful for this application and that would run on current Windows platforms? It should have run-time capability so the CD can run on its own.

Any advice you might have would be most appreciated.

Gerald Trites, FCA 
Professor of Accounting and Information Systems 
St Francis Xavier University Antigonish, 
Nova Scotia Tel.  
Website -
http://www.stfx.ca/people/gtrites 

The CICA home page is at http://www.cica.ca/ 

Activities Based Costing (ABC)

http://akao.larc.nasa.gov/dfc/abc/abcbib.html (annotated bibliography)

http://users.aol.com/caspari/l118.htm (Is ABC Fundamentally Flawed?)

http://www.chief.co.il/toc/ 

http://members.aol.com/caspari0/toc/BIBLIOG.HTM (bibliography)

http://www.focusedmanagement.com/FMI%20Articles/softabc%281%29.htm (ABC Software)

http://www.deloitte.com.au/index.asp?MenuId=0&Page=/content/abc.asp 

http://www.mmsonline.com/articles/119803.html 

http://mba.vanderbilt.edu/germain.boer/Creating%20Value/Discussions/InvLevelandProfit.htm (from my good friend Germain)

http://www.intentia.se/liston/1762_2.lxml 

http://www.neiu.edu/~hchen/202/98/ 

http://web.mit.edu/lfm/www/working_papers/1996_abstracts/strimling_abstract_1996.html 

http://www.sba.pdx.edu/faculty/darrellb/dbaccess/finalstu.htm 

http://www.acq-ref.navy.mil/wcp/abc2.html 

http://www.tocc.com/Geyser_G.html (you have to do a little hunting)

http://hamilton99.execmba.com/activity.htm (Case Study)

http://www.acca.org.za/publications/studenews/9811p34.html (Value Added)

http://www.sbm.temple.edu/~jmereba/research.html (See the Working Papers section)

I would examine the listing of the Managerial Accounting texts at http://www.bn.com/. Enter the search terms "Managerial Accounting" and "Management Accounting." 

I also recommend that you look at the Managerial and Cost Accounting Courses in ACE at http://www.rutgers.edu/Accounting/raw/aaa/ace/index.htm 

Activities Based Costing (ABC) Costing Bibliography
http://www.saffm.hq.af.mil/SAFFM/FMC/ABC/bibliography.htm

Activities Based Management and ABC Costing http://www.rpm-abm.com/cami_idx.htm 

"Towards a New Cost-Aware Evaluation Framework" 
http://ifets.ieee.org/periodical/vol_4_2000/ash.html
 

Added later 

Dear Professor Jensen,

There is an interesting website about ABC and EVA that named: Activity-Based Costing (ABC) Economic Value Added Internet Website GuideWritten by Narcyz Roztocki (http://www.newpaltz.edu/~roztockn/)  at http://www.pitt.edu/~roztocki/abc/abc.htm 

Regards,

Rudi Handoko
Tim1 [Tim1@jsx.co.id

Added later

Dear Mr. Jensen, 
 found your web site, which is remarkable, and I was wondering if you would consider adding our organization to your listing of Activities Based Costing (ABC) links. ICMS, Inc. has been around training & coaching organizations in all industries to implement ABC/ABM since 1988. Please visit our web site for more information:

URL: http://www.icms.net 

Thank you!
Christine Nola, ICMS, Inc. 6031 West I-20, Suite 219 ~ Arlington, Texas 76017 Phone: 817.483.6511 ~ Fax: 817.483.7097 
Webs: http://www.icms.net  and http://www.learnabm.com 

 

Financial Ratios

Financial Calculators and Other Tools for Business Valuation and Forecasting --- http://www.trinity.edu/rjensen/bookbob3.htm#080512Calculators 

Hi Thomas,

I hope you are doing well. In response to your financial ratio question, I am afraid that I do not know of a free site that maintains company profiles and industry profiles for a complete set of ratios. Most services charge for this service, although some services provide a few free ratios and other indicators.  Beware of ratio definitions.  As you well know, there are various ways to compute almost any financial ratio.  Naive analysts may be comparing apples and oranges when looking at values of any ratio.

ACCOUNTING AND FINANCE LINKS

Thanks to Chris Nolan I found a pretty good free web site for company and company-to-industry comparison ratios at http://www.financialweb.com/  . Click on the research tab in at that web site and enter a symbol like IBM.

Chris also recommended http://www.stockpoint.com/ .  Enter a symbol or company name such as IBM.  Get the Quote for that company.  Then click on the Company Profile button to see some ratios. 

Another free web site that I recommend is  http://www.investorguide.com/cgi-bin/research.cgi
After searching on a particular company's symbol (try IBM), you will find a Market Guide link.
Alternately, you can begin with Market Guide at http://www.marketguide.com/mgi/snap/4741N.html or http://Yahoo.marketguide.com  .
Users should carefully examine the Market Guide Glossary at http://yahoo.marketguide.com/mgi/HELP/glossary.html .  A possible exercise for students is to have them verify (for selected companies and selected ratios) the Market Guide calculations.

My next recommendation is to go to http://www.natcorp.com/framedirectory.html . By entering a company's stock symbol, you can get all sorts of links, including that company's profile and fundamentals links. The "Company Data" path at this web site leads to http://www.natcorp.com/traded.html

ABC News has some quick and very limited company information for free at http://webapp.abcnews.com/profiles/abc_comp_profiles.asp

The New Google Stock Screener (sort of nice as online screeners go) --- Click Here


If you want to look up a company's annual report online, a very good annual report directory is located at
http://www.reportgallery.com/content/glry_a.htm .  Of course there are some good SEC links at

EDGAR Database
at http://www.sec.gov/edgarhp.htm
EDGARSCAN from PriceWaterhouseCoopers at http://www.pwcglobal.com/gx/eng/ins-sol/online-sol/edgarscan/  
Free EDGAR  at http://www.freeedgar.com/

For a fee, you can get more complete company and industry profiles at http://www.wsrn.com . This is a very good service but some good things in life are not free.

If you are interested in online financial analysis, I highly recommend some of Larry Tomassini's great links.

Tomassini's CorpOnline at http://www.cob.ohio-state.edu/~tomassin/corps/corp.html

Tomassini's Financial Analysis Online http://www.cob.ohio-state.edu/~tomassin/fanon.html

Jim Borden mentioned the Deloitte & Touche web site at
http://www.peerscape.com/member/index.cfm
I found the above server to be painfully slow.  However, Jim's recommendations should always be taken seriously.

MACRO ECONOMICS LINKS (including data classified by industry)

Last year I shared a platform with David Boldt at an education technology conference at Bentley College. David has a great web site for economists, particularly in the area of macroeconomics. His materials are listed at http://www.westga.edu/~dboldt

If you are looking for industry and economic statistics. one place to begin searching is at http://rfe.wustl.edu/ 

The 2008 Statistical Abstract --- http://www.census.gov/compendia/statab/

Statistical Abstract of the United States 2004-2005 --- http://www.census.gov/statab/www/
Bob Jensen's threads on encyclopedias are at http://www.trinity.edu/rjensen/bookbob3.htm#Dictionaries

Historical Census Browser --- http://fisher.lib.virginia.edu/collections/stats/histcensus/

U.S. Census Bureau --- http://www.census.gov/

From the U.S. Census Bureau --- http://www.census.gov/hhes/www/income/income.html

Explanations of economic statistics can be found at EconDash.com http://www.econdash.net/ 

The above web site leads to a heap of macro data, but you were more interested in industry ratios. A bit of searching from the above site led me to a University of Michigan site at
http://www.lib.umich.edu/libhome/Documents.center/stats.html

There are various industry categories at the above web site. The Business and Industry button led me to the FedStats web site at http://www.fedstats.gov

Facts and statistics (Fast Facts) --- http://gwu.edu/~gprice/handbook.htm 

Country Briefings (international statistics) from The Economist http://www.economist.com/countries/ 

Another good set of Federal Government links can be found at
http://www.sec.gov/others.htm
Not much in the way of ratio data at that web site, but you will find a variety of interesting documents and links.

A personal finance site geared to the younger generation
Jump$tart.org http://www.jumpstart.org/ 

Advertisement Free Personal Finance Blogs --- http://pfblogs.org/blog/29

Portfolio Management

Journal of Portfolio Management - http://www.cpanet.com/up/s0210.asp?ID=0606

Portfolio Management Forum - http://www.cpanet.com/up/s0210.asp?ID=0607

Portfolio Knowledge - http://www.cpanet.com/up/s0210.asp?ID=0608

The Small-Cap Alpha Myth - http://www.cpanet.com/up/s0210.asp?ID=0609

50 Most Common Mistakes Made by Traders and Investors ---
http://www.ratiotrading.com/2009/09/50-common-mistakes-most-traders-make/

Multistyle Rotation Strategies - http://www.cpanet.com/up/s0210.asp?ID=0610

myCFO - http://www.cpanet.com/up/s0210.asp?ID=0611

Advertisement Free Personal Finance Blogs --- http://pfblogs.org/blog/29

Consumer Reports subscribers can access an excellent helper site for personal finance --- http://finance.ConsumerReports.org 
A separate subscription for online access is available that also provides a discount to the hard copy magazine subscription.

Investments
Bond funds 1/02 R
Domestic hybrid funds 8/02 R
Exchange traded funds update 10/02 R
Investing in bear market 8/00
Investing online help 3/00
Managing your portfolio 3/00
Mutual-fund families 3/01 R
Rollover rules 1/00
Shoring up your 401(k) 3/02
Short-term bond funds 6/02 R
Stock mutual funds 3/02 R

Shopping & spending Better baseball caps 5/01
Booksellers 1/02 R
Cell-phone calling plans
CR Gift Guide 11/01
Eyeglasses 6/01 R
Groceries online 9/00
Long-distance calling plans
Megastores 7/02 R
Online auctions 5/01 R
Online auctions: Sellers 7/01
Online shopping 11/00 R
Returns 1/99


Banking
Financial privacy 5/01
New face of banking 6/00 R
Online banking 2/02 R

 

Insurance
Life insurance premiums 12/00
Life settlements 2/01


Lifestage transitions
2nd marriage finances 6/02
College-loan debt 7/02
Midlife career changes 9/02
Raising baby on a budget 10/01
When a parent moves in 10/02
Working past age 65 8/02


Saving
Budgeting ideas 8/01
College on credit cards? 7/01
Electricity meter 1/02
How to cut phone bills 2/00
Phone-service wars 3/00
Prepaid phone cards 2/01
Saving for college 2/00
Saving options 9/01

 

10/7/2002

Keeping track of your pension
Employees have seen once-lush 401(k) retirement accounts--already whipped by two years of stock market losses--shrink even more in the summer's market slide. But some 44 million workers have another asset: a defined-benefit pension plan

Index funds you can trade
We provide details on exchange-traded mutual funds, and how they might save you money on your year-end income taxes.

529 college saving plan
Our expert advice and recommendations for the many families who can benefit from this plan.

The "crime tax"
Here, the details on retail theft and how consumers are paying the price.

Shopping online
Now that you know what to buy, find the best places to buy it, with our e-Ratings.

Key

* indicates a product that is part of our continual-testing program.
R indicates a Ratings report.
A indicates an archive Ratings report. Many of the tested models may no longer be available.

The Consumer Reports home page is at http://www.consumerreports.org 

A complete index of all reports is available at A to Z index


Reply from Thomas,
Thanks to everyone who responded to my request for information about industry financial ratios on the Web. After reviewing several sites, I decided to settle with the following:

Yahoo Market Guide: http://Yahoo.marketguide.com .

If you enter a company’s Name or Ticker Symbol in the "Search For" field and then click GO and then Comparison, you will not only obtain financial ratios for the company you have searched for, but you will also find ratios for (1) the company’s industry, (2) the economic sector in which the company operates, and (3) the S&P 500. Other items that you may view about a selected company include:

A Snapshot of the company
Stock Market Quotes
Recent News about the company
Custom Price Charts (this is very interesting)
Highlights
Analysts’ Earnings Estimates and buy/sell recommendations
Market Performance data and summary of institutional ownership
Financial ratio Comparisons—Industry, Sector, S&P 500
Insider Trading
Instit. Ownership
Financials

I plan to use this site for a class project in which students are required to analyze/evaluate a small number of companies. Although it "works", I am concerned about the underlying source and reliability of the numbers and other information that appear at this and other similar sites. Are there any unpublished or published studies on this issue?

Thomas G. Calderon, Professor
G. W. Daverio School of Accountancy
College of Business Administration
The University of Akron
Akron, OH 44325-4802
Tel: (330) 972-6099
Fax: (330) 972-8597
mailto:tcalderon@uakron.edu

Advanced Stock Information http://www.stockadvanced.com/ (note that ratios are available)

Enter a symbol and click "go!" to get the following information: Stock Prices, Options, Stock Splits, Charts, Live Stock Quotes, Stock Performance, Earnings Estimates, Analyst Opinions, Company Performance, Stock Valuation, Broker Reports, Company Profile, Earnings Release Dates, Latest News, Fundamentals, Intraday Charts, Forum Discussions, Technical Charts, Annual Reports, Significant Events, Institutional Ownership, Financial Ratios, Insider Trading, SEC Filings, Financial Statements, Stock Dividends, Competition, Momentum Rating, Management Discussion, Conference Calls, Short Interest, and more.

Update on November 29, 2001 from Ken Neet

Try http://moneycentral.msn.com/investor/invsub/results/compare.asp 
Enter a stock symbol. The next page allows you to select from several categories of ratios.

Update on November 29, 2001 from Enrique Bonson Ponte

You can find Spanish industry averages for free at http://www.registradores.org/iestadis.htm and then financial statements of Spanish quoted companies at http://www.cnmv.es 

Update on November 29, 2001 from Tom Omer

Here is one I use that works very well.
http://www.corporateinformation.com/ 

Jalal Soroosh  recommends http://edgarscan.pwcglobal.com/  

First Research, Inc. Publishes seven- to fourteen-page targeted Industry Profiles on over 100 industries.
http://www.accountingweb.com/firstres/index.html

 

Faculty and Program Performance Appraisal Trends and Accreditation

You may want to especially note the AACSB's  International Performance Indicators Project --- http://www.aacsb.edu/PerformanceIndicators/index.html 

The Performance Indicators Project focuses AACSB International resources on building the most comprehensive and complete database about business schools available anywhere. This database will be used to provide members with a customizable set of information products and services designed to support planning, budgeting and continuous improvement efforts. The online system, scheduled for launch in January 2001, will be available for use only to schools that provide data.

Certain data, specifically indicated in AACSB International surveys and questionnaires, also will be available via the AACSB International Web site to promote member schools to key stakeholders such as prospective students, employers and the media. The Web increasingly serves as the primary resource for prospective business faculty, students and employers. Participating schools also will be eligible for inclusion in exclusive AACSB International lists and other informational pieces designed to better inform stakeholders about business schools, accreditation and the management education industry.

AACSB International Newsline articles about the Performance Indicators Project 

Frequently Asked Questions (FAQs) about the Performance Indicators Project – PDF 

This is also one of the topics covered in the American Accounting Association's benchmarking/partnering initiative.  See http://accounting.rutgers.edu/raw/aaa/partners/partners.htm 

ACADEMIC PARTNERS will help your department improve through:

  • A newsletter especially for program leaders
  • Leadership Express, bi-weekly electronic bulletins alerting program leaders to the latest trends and issues in the field
  • Electronic discussion groups led by experts in their areas. Share your expertise and interact with leading accounting educators.
  • Opportunities to connect electronically with colleagues worldwide to discuss topics of relevance to you.
  • Faculty and administrator development programs
  • Discounted registration for midyear Annual Seminar of the AAA’s Accounting Programs Leadership Group (APLG)
  • Toolkits, comprehensive collections of resources such as videotapes, books, bibliographies and CDs, on topics like assessment, faculty evaluation, active learning, and cognitive development and professional skills

You may want to track the new Leadership Express Newsletter at http://accounting.rutgers.edu/raw/aaa/partners/vol1no1.htm 

Then if you really want to be overwhelmed, enter the phrase "Faculty Assessment" under the category "exact phrase" at http://www.google.com/advanced_search 

The American Academy of Accounting and Finance (AAAF) --- http://www.aaafonline.org/ 

In 1993 a group of accounting and finance professors at a small, teaching oriented, public university started discussing the idea of a cross-disciplinary organization for academicians in the accounting and finance disciplines.

AACSB - International had only recently revised its accreditation standards to make accreditation a realistic option for smaller schools. Even those revised AACSB accreditation standards required faculty to be active in the production of intellectual contributions, i.e. research.

Given the increased emphasis that many teaching oriented schools began to place on research as a result of the change in AACSB standards, the organizers believed there were insufficient research outlets then available to faculty at primarily teaching institutions with limited resources. Accordingly, the organizers decided to move forward with the creation of organization that would give faculty at smaller, primarily teaching institutions access to an organization with a process that would assist them in achieving their research goals.

Also see the following accrediting organizations and summaries:

Specialized Accrediting Agencies --- http://yeah.indstate.edu/hypermail/archive/elaf686/elaf686.9903/0002.html 

AACSB --- http://www.aacsb.edu/ 

ACSBP --- http://www.acbsp.org/ 

Jack Anderson's Accounting Information Finder --- http://www.umsl.edu/~anderson/accsites.htm

Online Accounting Textbooks and Cases

Bob Jensen's listing of free online textbooks and other learning materials are at http://www.trinity.edu/rjensen/ElectronicLiterature.htm#Textbooks
Note that most of these are not repeated below, so please click on the above link.

Comparisons of National and International accounting rules --- http://www.trinity.edu/rjensen//theory/00overview/theory01.htm#FASBvsIASB

Bob Jensen's summary of accounting theory --- http://www.trinity.edu/rjensen//theory/00overview/theory01.htm

O'Keefe Accounting Library Searches http://library.sau.edu/bestinfo/Majors/Accnt/accindex.htm

Free CPA Review Course --- http://cpareviewforfree.com/

CPA Examination candidates and accounting faculty should check out the free database at
http://www.cpa-exam.org/cpa/literature.htm

The Trinity University library has a single-user license (with an academic discount) for PwC’s Comperio --- http://www.pwcglobal.com/comperio
The single-user limitation really has not been problematic for us. Our Library guru wrote some front end code that lets any Trinity faculty member or student go directly into Comperio without having to remember a password

Comperio evolved out of a CD-Rom database that Price Waterhouse  sold under the name “Price Waterhouse Researcher.” Updated CDs were sent to us each quarter in the old days before things were as networked on the Web. Now it’s all Comperio on the Web.

Andersen had a competing CD database called Research Manager. That was bought out after Andersen fell, but I think it is now defunct (I could be wrong about this).

Now Comperio is the main commercial database available other than FARs --- http://www.fasb.org/fars/
I think each student can buy this from Wiley, but there have been numerous complaints about it.

PwC's Comperio Accounting Research Manager

Comperio is the most comprehensive on-line library of financial reporting and assurance literature in the world. Over 1,500 financial executives from around the world use Comperio on a daily basis. Comperio content includes AICPA, DIG, EITF, FASB, IAS, ISB and the SEC as well as pronouncements and standards from Australia, Belgium, Canada, New Zealand and the United Kingdom.

With Comperio, the answers you need are always available - right now, right at your fingertips. There is no software to install - just go to the Comperio website and start researching!

The entire online library can be immediately accessed by browsing a pronouncement or topic directly, or by searching the entire database for key words, topics or terms.

Visit the Comperio product information site at http://www.pwcglobal.com/comperio . You will find the necessary forms to order Comperio today or to request a 30-day free trial.

Andersen's old Accounting Research Manager is now updated and maintained by CCH. The AICPA has accounting research literature in the FARs database.

For national and international accounting rulings and online research, it is best to subscribe for a fee to one of the leading services shown below:

PwC Comperio --- http://www.pwcglobal.com/comperio

CCH Accounting Research Manager --- http://www.accountingresearchmanager.com/ARMMenu.nsf/vwHTML/ARMSplash?OpenDocument

AICPA FARs (marketed by Wiley) --- http://www.fasb.org/fars/

For looking up filings with the SEC, there are two major sources:

EDGAR --- http://www.sec.gov/edgar/quickedgar.htm

PwC EdgarScan --- http://edgarscan.pwcglobal.com/servlets/edgarscan 

It is possible to do comparative company financial analyses using the core earnings databases --- http://www.trinity.edu/rjensen//theory/00overview/theory01.htm#CoreEarnings

Many IFRS and multiple nation standards and reviews are available from Deloitte's IAS Plus --- http://www.iasplus.com/index.htm

Free International Auditing Standards
All documents issued by IFAC and the International Auditing and Assurance Standards Board (IAASB) are now available for immediate download at no charge. Visitors must simply fill out a one-time registration to gain access to the documents. http://www.accountingweb.com/item/96952 

Bob Jensen's search helpers are at http://www.trinity.edu/rjensen/searchh.htm 
Accounting topic search helpers --- http://www.trinity.edu/rjensen/searchh.htm#Accounting
Note that most of these are not repeated below, so please click on the above link.

A Selected Listing of Accounting Textbooks from AccountingStudy.com --- http://accountingstudy.com/books/textbook/ 
Most of these books are not available online, but many have online supplements.

There are very surprising omissions.  For example, under Financial Statement Analysis, I view Stephen Penman ' s Financial Statement Analysis and Security Valuation Book (Irwin McGraw-Hill) as the best book available, but AccountingStudy.com left it out of the list in favor of  books I respect much less such as the Palepu, Healy, and  Bernard book (which has a recent cheap shot inferior revision) and the badly outdated Foster Book (1986).  

Under Managerial Accounting, the lead selling book by Garrison and Noreen (McGraw-Hill) is not included in the list.

Thompson Learning's  WebTutor --- http://snipurl.com/WebTutor 

McGraw-Hill --- http://www.mhhe.com/catalogs/ 

Prentice-Hall --- http://vig.prenhall.com/ 

http://www.cybertext.com/
http://www.wadsworth.com/
 
http://www.prenhall.com/ 
South-Western College Publishing --- http://www.swcollege.com/

RJ Interactive Home Page (Online Accounting, Publishing) (Richard J. Campbell)

 

Taxpoint: http://taxpoint.swcollege.com/taxpoint_2001/taxpoint.html
StudyLive: http://www.swcollege.com/acct/studylive/studylive.html
INTACCT: http://www.swcollege.com/acct/rama/intacct/intacct.html
Computerized Principles of Accounting:  http://www.swcollege.com/acct/klooster_introacct/klooster.html

The European Case Clearing House (ECCH) homepage is at http://www.ecch.cranfield.ac.uk/ 

COLIS:  Case Searching by Internet --- http://www.ecch.cranfield.ac.uk/europe/pages/search/index.html 

COLIS is the single most comprehensive electronic bibliography of management case study and reprint materials in the world. Regularly updated, COLIS contains abstracts of over 30,000 case studies, journal article reprints and supplementary materials, many with inspection copies on-line for immediate previewing.

ON-LINE INSPECTION COPIES 
In December 2003 99 new on-line inspection copies were added to COLIS. The total number now available to view on-line is 7,358. 

Electronic Delivery

Who is eligible?
Electronic delivery is only available to full educational and corporate members of ECCH.

What is available?
Case masters
The facility to reproduce cases in-house is available to eligible organisations. In granting permission to copy, ECCH supplies a complimentary case master and charges for the number of copies to be made for teaching
*. The member organisation has the choice of receiving the master in either paper or electronic format**.
Teaching notes
A large proportion of the cases distributed by ECCH have accompanying teaching notes which are available separately. These may be delivered electronically
** for use only by named faculty members in educational organisations and named trainers in corporate training departments.

What are the advantages?
Electronic delivery eliminates shipping charges and ensures case materials are received within one working day
**.

How does it work?
Materials delivered electronically will be supplied as sealed (ie encrypted) pdf files, thus fulfilling ECCH security requirements. Customers will receive the sealed files as an e-mail attachment.

Demonstration
If you require further information or you would like to see a demonstration please contact Lucy Baldwin at la.baldwin@ecch.cranfield.ac.uk or on 
+44 (0)1234 756420.

EECH has, with the co-operation of most case-authoring institutions, recently introduced a concessionary pricing program (CPP) to provide business schools in 65 underdeveloped nations affordable access to cases for use in public education programs --- http://www.ecch.cranfield.ac.uk/cpp/ 

Until now, ECCH's efforts have concentrated largely on encouraging the use of cases within business schools and companies situated in the developed economies of the world. Schools in developing countries have been effectively excluded from obtaining ECCH's materials due to price.

In response, ECCH has introduced a scheme (CPP) to make cases and associated materials more accessible to educational institutions in the developing world.

Top Ten Emerging Technologies According to CFO Magazine in October 2002

THE NEED-TO-KNOW LIST
1. XBRL
2. Business Intelligence
3. Wireless Connectivity
4. Grid Computing
5. Multivariable Testing (MVT)
6. Digital Cryptography
7. Rich Media
8. Internet2
9. Biometrics
10. Small Technology
 

XBRL tops the list.  Bob Jensen's threads on XBRL are at http://www.trinity.edu/rjensen/XBRLandOLAP.htm#XBRLextended 

 

You can order back issues or relevant links management and accounting books and journals from MAAW --- http://maaw.info/

Free Access to Back Issues of The Accounting Review --- http://maaw.info/TheAccountingReview.htm 

International Accounting News (including the U.S.)

AccountingEducation.com and Double Entries --- http://www.accountingeducation.com/
        Upcoming international accounting conferences --- http://www.accountingeducation.com/events/index.cfm
        Thousands of journal abstracts --- http://www.accountingeducation.com/journals/index.cfm
Deloitte's International Accounting News --- http://www.iasplus.com/index.htm
Association of International Accountants --- http://www.aia.org.uk/ 
WebCPA --- http://www.webcpa.com/
FASB --- http://www.fasb.org/
IASB --- http://www.fasb.org/
Others --- http://www.trinity.edu/rjensen/bookbob1.htm

Gerald Trite's great set of links --- http://iago.stfx.ca/people/gtrites/Docs/bookmark.htm 

Richard Torian's Managerial Accounting Information Center --- http://www.informationforaccountants.com/ 

 

Social Accounting

Ethics Study

Hi Iman,

There are many useful sites, and I am sorry to say that I have not cataloged Websites on social accounting.  A few sites that might help you get started are listed below (although not all links are focused at financial reporting):

Introductory Reading Lists

http://scout.cs.wisc.edu/archives/SRA--LCSHSearch.php?SubjectID=9907 

http://www.gla.ac.uk/departments/accounting/csear/studentresources/introread.html 

http://www.business-ethics.com/web-ethi.htm 

http://webapps.unl.ac.uk/apps/faq/cf_tag_verity_detail.cfm?ID=510&sectionname=Library 

History

http://www.sustainability.com/programs/engaging/history-reporting.asp 

Journals --- http://www.mbs.unimelb.edu.au/library/mconline/serials/Serindex.htm 

Special Issue of the European Accounting Review --- http://www.bham.ac.uk/EAA/ear/conts/volume9.html 

The Ecologist --- http://www.theecologist.org/links.html?section=48 

UK Organizations --- http://cei.sunderland.ac.uk/ethsocial/orgs.htm 

http://www.ids.ac.uk/eldis/hot/ethicsguide2.htm 
Especially note the Subject Guides

Ponemon --- http://www.ftc.gov/acoas/nominations/ponemonbio.htm 

India and Bangladesh --- http://www.mimap.org/index.cfm?fuseaction=viewrep&doctype=Research  

THE NEED FOR FUNDAMENTAL RESEARCH IN ISLAMIC ACCOUNTING --- 
http://islamic-finance.net/islamic-accounting/acctg.html
 

Social Indicators --- http://www.ccsd.ca/si_exec.htm 

Impact Assessment 

http://www.enterprise-impact.org.uk/pdf/EINDecember01.pdf 

http://www.ag.unr.edu/uced/reports/technicalreports/9899reports/9899_04rpt.pdf 

Radical Disclosure Theories --- http://www.commerce.adelaide.edu.au/courses/at3/slides/disclosuresocialacc2001.pdf 

Unaccountable Accounting --- http://www.commondreams.org/views02/0128-02.htm 

Misc.

http://www.warwick.ac.uk/fac/soc/Economics/research/resdevel.htm 

http://www.neweconomics.org/default.asp?strRequest=areasofwork&pageid=57 

http://www.sums.ac.uk/staff/owen.htm 

http://www.foe.org/international/cswg/ 

http://www.cbs-network.org.uk/SocAdbib.html  

Great Old Stuff

PHANTASMAGORIC ACCOUNTING: Research and Analysis of Economic, Social and Environmental Impact of Corporate Business (Sarasota, FL: The American Accounting Association, 1977).

Hope this helps!

Bob Jensen

Dear Dr. Jensen,

My name is Iman Aref. I'm a student at the American University in Cairo, majoring in Accounting. I'm currently doing a research paper on the Social Responsibility of Financial Reporting. I was wondering if you know of any credible websites or links you can refer me to?

I did try searching the WWW for the topic, but unfortunately, I was unlucky.

Thank you for your help.

Iman Aref

History

Bob Jensen's Brief Summary of Accounting History --- http://www.trinity.edu/rjensen//theory/00overview/theory01.htm 

History of the Securities and Exchange Commission (SEC) --- http://www.sechistorical.org/ 

Shared Accounting Courses and Other Materials

Shared Open Courseware (OCW) from Around the World: OKI, MIT, Rice, and Other Sharing Universities --- http://www.trinity.edu/rjensen/000aaa/updateee.htm#OKI
 
Free online electronic literature, including free textbooks --- http://www.trinity.edu/rjensen/ElectronicLiterature.htm
 

Free Mathematics and Statistics Tutorials --- http://www.trinity.edu/rjensen/Bookbob2.htm#050421Mathematics

Free Science and Medicine Tutorials --- http://www.trinity.edu/rjensen/Bookbob2.htm#Science

Free Social Science and Philosophy Tutorials --- http://www.trinity.edu/rjensen/Bookbob2.htm#Social

Free Education Discipline Tutorials --- http://www.trinity.edu/rjensen/Bookbob2.htm

Teaching Materials (especially video) from PBS

Teacher Source:  Arts and Literature --- http://www.pbs.org/teachersource/arts_lit.htm

Teacher Source:  Health & Fitness --- http://www.pbs.org/teachersource/health.htm

Teacher Source: Math --- http://www.pbs.org/teachersource/math.htm

Teacher Source:  Science --- http://www.pbs.org/teachersource/sci_tech.htm

Teacher Source:  PreK2 --- http://www.pbs.org/teachersource/prek2.htm

Teacher Source:  Library Media ---  http://www.pbs.org/teachersource/library.htm

Free Education and Research Videos from Harvard University --- http://athome.harvard.edu/archive/archive.asp

VYOM eBooks Directory --- http://www.vyomebooks.com/

From Princeton Online
The Incredible Art Department --- http://www.princetonol.com/groups/iad/

Online Mathematics Textbooks --- http://www.math.gatech.edu/~cain/textbooks/onlinebooks.html 

National Library of Virtual Manipulatives --- http://enlvm.usu.edu/ma/nav/doc/intro.jsp

Moodle  --- http://moodle.org/ 

The word moodle is an acronym for "modular object-oriented dynamic learning environment", which is quite a mouthful. The Scout Report stated the following about Moodle 1.7. It is a tremendously helpful opens-source e-learning platform. With Moodle, educators can create a wide range of online courses with features that include forums, quizzes, blogs, wikis, chat rooms, and surveys. On the Moodle website, visitors can also learn about other features and read about recent updates to the program. This application is compatible with computers running Windows 98 and newer or Mac OS X and newer.

Some of Bob Jensen's Tutorials

 

Damodaran Online: A Great Sharing Site from a Finance Professor at New York University and Textbook Writer --- http://pages.stern.nyu.edu/%7Eadamodar/

Jim Mahar's finance sharing site (especially note his great blog link) --- http://financeprofessor.com/

Financial Rounds from an anonymous finance professor --- http://financialrounds.blogspot.com/

The AICPA Issues Business Fraud Case Studies --- http://www.aicpa.org/antifraud/spotlight/030409_cases.asp
 
TheAICPA has made its Year 1992 through Year 2000 Accounting Educators Conference Professor/Practitioner Cases available.  See http://www.aicpa.org/members/div/career/edu/ppcdp.htm 
 
Accounting Coursepage Exchange (ACE) - American Accounting Association
Jensen & Sandlin Survey of U.S. Accountancy Education Programs
Bob Jensen's Web Site
Innovation in Accounting Education Award 1999 Submissions to the American Accounting Association
(I will review some of these documents in future editions of New Bookmarks)
http://www.rutgers.edu/Accounting/raw/aaa/facdev/teaching/awardsub.htm

AICPA Professor/Practitioner Case Development Program
Please be informed that the winning case materials (student notes only) are now available on the Institute Web site at http://www.aicpa.org/members/div/career/edu/caseidx.htm.
ACCT 5341 (International Accounting Theories)
ACCT 5342 Accounting Information Systems
Study Web
WebCT Homepage (Wayne Ingalls' Accounting Courses)
Accounting Theory Course in Australian National University)
ACCOUNTING SOURCES (Pamela Jarvis)
Brown and O'Leary Tutorial
6E:002 RealAudio Lecture Home Page (University of Iowa, Real Audio)
Introductory Accounting I Virtual Course (Barry Rice, Loyola College)
Management Accounting Modules
OptionSource.Com Home Page (Options Trading Tutorials)
AC3029Accounting Systems
Stonehill College: Programs in Accountancy
KenyonCollege - Academic Projects on the Kenyon Web
Favorite Sites -- Accounting, AIS & MIS Students & Professionals (Shared Course Materials)
Favorite Sites -- Accounting, AIS & MIS Students & Professionals (Accounting and AIS Links)
AAA IS/MAS Homepage
Management Accounting Section of the American Accounting Association
Management Accounting Modules
Accounting and Financial Information
Welcome to CAROL (online annual financial reports)
http://www.isworld.org/isworld.html
Master Budget-Master Index
Peter Kenyon at Humboldt State University
SMAP 96 Homepage
Spiceland's Course Resources
G. Gray at CSUN
Great Ideas in Teaching Accounting
Intermediate Accounting - UC Santa Barbara
Introduction to Management Accounting
NSNS Syllabits: Accounting Syllabi
Riding the Information Superhighway - Course Syllabus
Slides on "Why [Study] Accounting?"
Tax Resources (U. of Iowa)
Tax World Homepage
US University's Accounting Departments
High Q Learning Products - Courseware - Software - Accounting Courseware, Accounting Education, Accounting Training
Consumer Behavior Book With Online PowerPoint and Cases
AC3029 Accounting Information Systems (AIS)
Yale SOM Accounting Home
Every now an then I stumble on a very helpful website with many links. One of these is @theBeech from SUNY College at Fredonia. Thank you Fredonia for sharing these links on education in general and on accounting education in particular  The main website is at http://beech.ait.fredonia.edu/teaching.htm 

Learning Skills Links --- http://beech.ait.fredonia.edu/learning.htm 
Teaching Resources Links --- http://beech.ait.fredonia.edu/teaching.htm 
The above links are very comprehensive --- I recommending making bookmarks on these pages.

For other education links go to http://www.trinity.edu/rjensen/bookbob2.htm 

Some Course Web Pages Supported from SUNY College at Fredonia --- http://beech.ait.fredonia.edu/course/default.htm 

Newsgroup messages are located at http://beech.ait.fredonia.edu/newsgroups.htm 

Some Accounting Career Information from SUNY College at Fredonia --- http://beech.ait.fredonia.edu/careers.htm 
This is a great website with lots of useful links about accounting careers, continuing education, and certification specialties.  
In particular, note the Accounting Career Information Link at http://beech.ait.fredonia.edu/careersac.htm 

 
From Phil Livingstone, President of the Financial Executives Institute (since this is linked from the Download Archives that anybody can access, I assume that this Excel Workbook is available to the general public)

Acquisition Model - Bruce Valentine, CFO of McStain Homebuilders, and a member of the Rocky Mountain Chapter, contributed a great Excel workbook for pro forma acquisition modeling. It takes the historical and projected results of the seller and buyer and combines them with consideration of the accounting and tax treatments. Thanks so much to Bruce for this great contribution to all FEI members. I’ve known and worked with Bruce and he is a bona fide rocket scientist. 

I believe FEI’s future will contain much more model- and presentation- sharing. Please think about the tools you use or tools you need and send me e-mail if you want to contribute something or are looking for a particular tool. Web-enabled tools for information sharing and analysis should be a priority.

Go to http://www.fei.org/download/dl_index.htm (Then click on MS Excel Acquisition Model. Bruce Valentine)

Charles A. Dice Center for Research in Financial Economics http://www.cob.ohio-state.edu/~fin/dice/index.htm  

 

The New Hampshire Society of CPAs has a rather nice service providing abstracts of articles of interest to accountants --- http://www.nhscpa.org/May2002News/enews.htm 

Shared Courseware in Business and Finance

Index for ACCT 5341 (International Accounting Theories)
Study Web
Developing World Wide Web pages at Cornell
Lessons from Business School Web Sites
ECO/FIN/INBhome
University of Newcastle Department of Economics
Finance--UC Berkeley, Brad De Long's Shared Course Materials, Shareware, Education)
Pamela P. Peterson (FIN 3403, Accounting Financial Statements, Shared)
Homepage For David Boldt (economics education)
Charles A. Dice Center for Research in Financial Economics
 

Shared Accounting Resource Materials

Bob Jensen's Links

Globalization Strategic Alliances Roundtable (GSAR), Berlin, Germany, June 22, 2001 --- http://www.cs.trinity.edu/~rjensen/GSAR2001/000start.htm

Accounting Journals Index
Accounting, Finance, Business, and Other Glossaries
Jensen & Sandlin Survey of U.S. Accountancy Education Programs
AuditNet Home Page  (Includes link to Auditors Sharing Audit Programs (ASAP) page
BUSINESS RESOURCES
Business Resource Archive - Accounting
Online Calculators

Guides to using a financial calculator without having to be confused by the manual
http://moon.pepperdine.edu/~mkinsman/Using.html  

Ernst & Young LLP - Download Library - SFAS 133 Financial Instruments Derivatives
Ernst & Young LLP - Download Library - SEC Rules on Financial Instruments Derivatives
InfobyteHomepage (Accounting, General Ledger Software)
Wow International Accounting Helper Site 
Paul is a former student during my years at Michigan State University and has been project director of various FASB and IASC accounting standards before joining Deloitte on special assignment in Hong Kong.

Hello Bob,

As part of my work at Deloitte here in Hong Kong, I have developed IASPLUS, which is both a web site (http://www.iasplus.com) and a quarterly printed newsletter (the latter is available on the website in electronic form).  The website and newsletter are devoted to the development, dissemination, understanding, and use of International Accounting Standards.  Both include country-specific information -- currently limited to Asia but soon to be expanded to include Europe and beyond.

I thought these might be of interest for your bookmarks.

I enjoyed our panel together at the AAA.  I hope to see you this summer at the Atlanta meeting.

Paul Pacter

Reply from John Phillips [jphillip@UOG9.UOG.EDU] on March 7

This is a great site it provides details not only on IAS but on the countries of the world as to their accounting standards and CPA organizations

Distributed Network General Ledger Software and Services 

Bob Jensen's Threads on Webledgers for Distributed Network Computing of Accounting Systems and Business Services  http://www.trinity.edu/rjensen/webledger.htm

Just for Educators from the AICPA --- http://www.aicpa.org/edu/justedu.htm 

 
Accounting Education: Charting the Course through a Perilous Future
Taylor Report on Student and Academic Research Study
AICPA Core Competency Framework for Entry into the Accounting Profession (The Framework)
150-Hour Education Requirement
Academic and Career Development
Best Academic Practices
CPA Examination Reformation and Computerization
CPA Vision Project
Conferences
Curriculum Development Guidance
Education Programs and Services
Educational and Professional Updates
Pathfinders
Publications


Free CPA Review Course --- http://cpareviewforfree.com/

Center for Financial Research & Analysis, Inc.

CFRA, Inc. Launches Free On-Line Service for Academic Community

Rockville, MD - August 1 - The Center for Financial Research & Analysis (CFRA, Inc.), a leading provider of independent research to over 2,000 institutional investors, will now offer an academic version of its product to professors and their students. Since there is no cost for this service, its use is restricted for research and teaching purposes.

What's included with the Academic Version?

1. Access to all educational pieces in our database. 2. Access to selected company-specific reports that focus on quality of earnings issues 3. Weekly e-mail notification of new companies added to the database

Who qualifies for this service and how can you sign up?

All professors teaching courses in financial accounting, auditing, and finance qualify. To sign up, click on the URL http://www.cfraonline.com  and register. Then sign and fax the agreement to (301) 984 8617. Once activated, you will have access to the Academic Version of CFRA's database.

About CFRA

CFRA has become known internationally for its pioneering research ferreting out companies with operational problems that use unusual accounting practices to camouflage such practices. Founded in 1994 by Dr. Howard M. Schilit following a 20 year career as an accounting professor (author of FINANCIAL SHENANIGANS: How to Detect Accounting Gimmicks and Fraud in Financial Reports) http://www.cfraonline.com/publications/publications.jsp#FinancialShenanigans  CFRA provides a daily on-line news wire of financial analysis and a database on over 900 companies. Its mission is to warn investors and creditors about companies experiencing operational problems and particularly those that employ unusual or aggressive accounting practices to camouflage such problems.

Howard Schilit
 http://www.cfraonline.com  
301-984-1001 ext. 105

The University of Kansas International Business Resource Connection http://www.ibrc.bschool.ukans.edu/ 

The IBRC, a business outreach program of the Center for International Business Education and Research (CIBER) within the School of Business at the University of Kansas, was created to encourage trade opportunities and expand international business education. Through strategic alliances with major partners (including the U.S. Department of Education and the Kauffman Foundation), private sector affiliates, faculty and students at the University of Kansas, the IBRC assists small and medium-sized Kansas companies explore available trade opportunities and broaden international business skills. Particular emphasis is placed on the emerging role of electronic communication resources (the Internet) in developing international business opportunities for firms located in the heartland of the United States.

Also, don't forget Paul Pacter's great international accounting site at http://www.iasplus.com/ 

OSU

AMIS Faculty Home Pages
Fisher College of Business
In the Classroom
Waleed Muhanna's Home Page

Accounting Software and Related Software

Accounting Textbooks, Software and Instructional Aids

Wikipedia has a rather nice summary of accounting software at http://en.wikipedia.org/wiki/Accounting_software
 

Bob Jensen’s accounting software bookmarks are at http://www.trinity.edu/rjensen/Bookbob1.htm#AccountingSoftware

For Educators
Bob Jensen's threads on tools and tricks of the trade are at http://www.trinity.edu/rjensen/000aaa/thetools.htm

"So you want a new desktop accounting package?" by David Carter, AccountingWeb, June 5, 2007 --- http://www.accountingweb.com/cgi-bin/item.cgi?id=103569

David does not mention my oft-preferred alternative of a Webledger system (such as NetSuite) that can be accessed at a range of needs and sizes and prices with some huge advantages over installing accounting software on your own hardware --- at http://www.trinity.edu/rjensen/Webledger.htm

Bob Jensen's helpers on accounting software alternatives are http://www.trinity.edu/rjensen/Bookbob1.htm#AccountingSoftware


Peachtree Accounting Practice Sets --- http://www.perdisco.com/peachtree/


AccountingWeb's 2009 Tax Software Review for Professionals, November 2009

Featured Tax Software

·         ATX

·         CrossLink

·         Drake

·         GoSystem Tax RS

·         Great Tax

·         Intuit ProLine Lacerte Tax

·         Intuit ProLine ProSeries

·         Intuit ProLine Tax Online Edition

·         Orange Tax Suite

·         ProSystem fx Tax

·         TaxACT

·         TaxWise

·         TaxWorks

·         UltraTax CS

Bob Jensen's accounting software helpers --- http://www.trinity.edu/rjensen/Bookbob1.htm#AccountingSoftware

Bob Jensen's taxation helpers --- http://www.trinity.edu/rjensen/Bookbob1.htm#010304Taxation


Business Technology from Business Week Magazine --- http://bx.businessweek.com/business-technology/

The Journal of Accountancy has a great monthly technology section (with particular focus on things you never, ever thought you could do with MS Office, particularly Excel) --- http://www.journalofaccountancy.com/
The Q&A modules are particularly informative and should be centralized in one place in addition to monthly editions.

Bob Jensen's threads on accounting software --- http://www.trinity.edu/rjensen/bookbob1.htm#AccountingSoftware

Bob Jensen's threads on education technology --- http://www.trinity.edu/rjensen/000aaa/0000start.htm

RIP:  The End of Microsoft Office Accounting
Microsoft is formally backing away from the small business accounting market after announcing that the Office Accounting program will no longer be distributed after November 16, 2009. In addition, the Microsoft Professional Accountant's Network (MPAN) will no longer accept new members as of that date.
AccountingWeb, November 4, 2009 --- http://www.accountingweb.com/topic/technology/end-microsoft-office-accounting

Bob Jensen's accounting software threads are at http://www.trinity.edu/rjensen/Bookbob1.htm#AccountingSoftware

 

Software Buying Guides
 SMB Finance and Accounting Checklist


February 6, 2008 message from CHRISTINE KLOEZEMAN [ckloezem@PRODIGY.NET]

At Glendale Community College in California we teach our Financial Accounting and Basic Accounting without a computerized accounting program. I have previously included both a tutorial computerized accounting program and later a commerical accounting program. It took too much time out of the class that meets 5 hours a week.

Instead we have a Computerized Accounting class that uses Quickbooks Pro that is required for the Accounting AA. We also have Payroll accounting that uses Quickbooks pro. We were using Business Works (lower version of MAS 2000) but Quickbooks was suggested by our Advisory Committee. We also have a Advanced Computerized Accounting class that teaches Peachtree and others. We also require students to take Excel to get both a certificate and an AA.

Christy


February 6, 2008 message from Carol Flowers [cflowers@OCC.CCCD.EDU]

We have the financial /managerial accounting class meeting 5 hours per week and using epacks. However, we have a "computerized accounting" course that stands alone and is required for an AA degree. In that course, the student completes an integrated accounting package and also excel. We also offer stand alone courses in Quickbooks, Payroll and MAS 90/200.

We have found that our population learns the concepts better with pen and paper (for lack of a better word) and then we use the Computerized Accounting to re-enforce their principles while exposing them to industry software and excel.


June 7, 2007 message from Ray Slager [slgr@CALVIN.EDU]

I wonder if anyone is currently using commercial software in their courses. I tried to use QuickBooks at one time but the company makes it very difficult to use. First of all it must be loaded on each computer - not on the network. Secondly it needs to be updated each quarter for the payroll module to work and of course the entire package must be "upgraded" every two or three years. Does anyone know if this is still the case?

Does anyone use other commercial software that is easier to administer? I currently am using MYOB and find it very easy to use. I currently am looking at their latest version and think it is very promising. It can be loaded on a file server and comes in a "10 pack" - good for use on 10 computers for about $300.

Ray Slager
Calvin College

June 7, 2007 reply from Davidson, Dee (Dawn) [dgd@MARSHALL.USC.EDU]

We use Peachtree and get the software free for the network. Use this link. http://www.peachtree.com/training/educational_partnerships.cfm 

Find the license and application forms. Fax them to Peachtree and the software CD will be mailed to you. They send you last year's version - we just received 2006 - but the changes are very minimal year to year. Each spring we send in the forms and get a new CD to be installed on the network for the following school year. We develop our own exercises, but they also have education material available. Hope that helps.

dee davidson
Leventhal School of Accounting
Marshall School of Business
University of Southern California
(213)740-5018 tel (213) 747-2815 fax

dgd@marshall.usc.edu 

June 7, 2007 reply from Formosa, Jim [Jim.Formosa@NSCC.EDU]

We are using QuickBooks but are looking at Microsoft's accounting software for small business. We have the same problems you describe with QuickBooks.

Jim Formosa, MS, CPA
Certified Senior WebCT Trainer
Associate Professor of Accounting
Nashville Community College
615-353-3420 FAX 615-356-1213

June 7, 2007 reply from Fisher, Paul [PFisher@ROGUECC.EDU]

I have found that Peachtree is much better. I am running an older version, but it does not seem to matter. Peachtree provides an educational version that does not lock the student out after 25 visits, and does not have the payroll deadfall. It also has a "tutorial"

embedded that makes it almost textbook free if you are willing to produce class handouts. I am going to be attempting Timberlake for a construction program. Anyone have experience in that?

Paul

June 7, 2007 reply from Prachyl, Cheryl L [cprachyl@UTA.EDU]

I use Peachtree. They provide a free educational site license. The educational version is one year behind the currently marketed version, but I don't find that to be a problem.

I tried using Quickbooks for one semester but we had no money in our budget to purchase the software. We got a donation to the department for a one year site license but we had problems with the installation in our labs.

I have found that Peachtree works well. It also can reinforce the "cycle" approach to business through the navigation aids.

Cheryl Prachyl
University of Texas at Arlington

June 7, 2007 reply from Leslie Kren [lkren@UWM.EDU]

I use SAP in my cost management courses. SAP is the leading ERP system and using it in the classroom provides exposure to the 'big systems' most of our students see in practice. The startup cost for me was quite high several years ago, but now the SAP University Alliance is quite active and provides summer workshops and substantial assistance with instructional materials to interested faculty.

Leslie Kren, PhD, CPA
Associate Professor
Lubar School of Business
University of WI - Milwaukee
3202 N. Maryland Milwaukee, WI 53201
414 229-6075 fax: 414 229-6957

lkren@uwm.edu
http://www.uwm.edu/~lkren/ 

June 8, 2007 reply from David Fordham, James Madison University [fordhadr@JMU.EDU]

Ray,
I guess my answer is no and yes. I don't use it in class, but I use it in the course.

The first half of our basic systems course is spent on systems concepts relating transaction cycles and the traditional accounting systems flows and operations. We don't demonstrate any commercial software, we mainly concentrate on manual paper document flow to teach them the use of documents like reqs, PO's, receiving vouchers, invoices, etc. and mention that "most of this flow is now computerized." During the second half of the course, while the classroom activities are covering stuff like REA (organization), XBRL (retrieval and reporting), SDLC, information security, PoET, networking, etc., the students are engaged in a lengthy homework assignment (5 weeks long): a group project wherein they, without help or assistance from anyone, keep the books for a small hypothetical company for a month (the shoebox full of receipts concept), by using a commercial software package of their choosing.

They not only choose the package, they must buy it, and then teach themselves how to use it, on their own. This includes setting up the master files, creation of the chart of accounts (or modification of the stock chart to eliminate the hundreds of fluff accounts not required by this company), entry of the month's of data, creation of reports (including some involving the report writer), plus the internal controls necessary for the company to use their particular software package, which might involve form design and creation, etc.

The project is done in student groups (3, 4, or 5 students). The students must first evaluate several packages, and then get approval from the professor for the package of their choice. Since I don't use a textbook for the main part of the course, I expect them to pool and spend their "Textbook" money on a legal copy of the commercial software ($150 per student should give them about $400-700 for software, although some groups try to find suitable packages for under $300). I'd say the average group spends about $400 for their software.

The case is complex enough that the "demo" versions and the low-end versions of packages like Quickbooks and Peachtree absolutely won't suffice. In fact, even the mid-range versions won't be usable UNLESS the group goes to a heckuva lotta trouble designing manual internal controls, in which case their controls usually begin interfering with the efficiency and effectiveness of operations. What's more, low-end package groups often must resort to additional tools to provide some of the required reporting information: excel, etc., and eventually their accounting "system in toto" begins to get quite cumbersome. Students learn valuable lessons in software features versus advertising, features vs. usability, software-based controls vs. manual controls, etc. Plus, during the evaluation phase, they get to compare packages based on the criteria we cover in the first part of the course vis-a-vis the handling of the critical/non-critical data elements, transfer of data between job fun! ! ctions within the company, etc.

They learn one package well enough to put it on their resume, and they get some exposure to one or two others. The fact that they learn it on their own surprises most of my colleagues from my generation, but I've found that after having the accounting system concepts explained to them, and getting some "manual or semi-automated" transaction cycles demonstrated and illustrated, they can pick up the software a whole lot better than my generation. They use the tutorials, they use on-line help (they can use any aid except for a living human -- they can't use email help, for example -- but they can use existing on-line user group posts, blogs, etc. as long as they haven't posted something to the source in question). They get two 30-minute "consulting" sessions with the professor if they get in trouble. Most groups need at least one of those sessions, but I never need to teach them how to use the software, their problems are usually more related to efficiency vs. controls.

Yes, it is a boatload of work, for both the students and for me. But the project counts the same as one of the two major exams, and although they complain about the amount of work while they are doing it, in the end, their deliverable is immensely personally satisfying. Very few of them recocmmend dropping the project from the course (or even scaling it back) in the end-of-course evaluations.

The ability of today's students to rise to the challenge of teaching themselves the intricacies of today's complex commercial software is truly amazing to some gray-haired baby boomers like myself. Thus, I don't spend class time on any commercial package anymore.

(Yes, some groups do make some mistakes in their selection, and learning from their mistakes often turns out to be one of the most effective learning strategies.... this is education, after all, and mistakes aren't fatal.)

So we use commercial accounting software in the course, but not in class.

David Fordham
James Madison University

June 10, 2007 reply from Tom Sentman

Hi David,

I really like your approach to exposing students to accounting software in your class.

Do you teach this course to beginning or second year students?

What are some of the accounting software packages your students have used?

Is there a way that I could obtain an outline and/or syllabus for your course? It would be most appreciated.

Tom Sentman
Springfield, MO

June 11, 2007 reply from David Fordham, James Madison University [fordhadr@JMU.EDU]

Tom, my course is designed to be taken in the junior year, but some put it off until the first semester senior year. Students arrive having taken principles 1 and principles 2, plus Intermediate 1. Some have also taken Intermediate 2, Tax, and a few have even taken Cost. My course is the pre-req for auditing.

Students have used lots of different packages, but the high-end Peachtree Pro Plus, Great Plains, Microsoft Small Business Pro, and similar packages (those in the $250 to $500 price range) seem to be the most popular. My case calls for more than simple 'sell four products to two customers'. It requires departmental sales reporting, consignment, commissions, differing terms for different customers, taxable and non-taxable sales, different tax rates, freight prepaid and collect, FOB shipping point and destination, and even some non-traditional stuff (I call them "easter eggs" because the students have to find them -- critical thinking exercise!) such as a sale that isn't really be a sale, a sale that might or might not be a sale, a purchase that isn't really a purchase, etc... I don't stick to the easy accrual/deferral stuff, I want them to have to stop and think. The reports I ask for are analyses not normally found in the $19.99 packages.

I use Blackboard for the course, and my institution is pretty stingy with the guest log-ins since we put copyrighted materials on our Blackboard webs. Can you give me a personal email and I'll shoot you a PDF copy of the syllabus and course calendar.

The case is one that I came up with. I've been using it and polishing it for about 15 years, and about a dozen other AIS profs (including Nancy Bagranoff) have used it too, but no one is interested in publishing it -- I'm too busy to waste time coming up with the darn "learning bjectives", "teaching notes", and "assessment instruments" junk that the gatekeepers demand these days. (I'm at the point in my career where I don't have to lick quite as many boots as I used to, back in the days when I was young and foolish...) I'll be happy to send you the case and give you permission to use it if you think it would help your students. Like I said, it basically is an exercise in thinking as well as software learning. What I like about it is that the students have to do this "on their own", with only two "consulting sessions", so it forces them to think before they come into my office. It is amazing how many students rise to such a challenge and can think and think well when calle! ! d upon. And as I said before, learning software is something that the kids today can do with their eyes shut (... or glued to their iPhone, or YouTube, or MySpace, etc.)

David Fordham
PBGH Faculty Fellow
James Madison University


2008 Quickbooks Update

December 12, 2008 message from Scott Bonacker [lister@BONACKERS.COM]

Hello Scott,

 

Thank you for contacting me.  Here is some information for your records.  Click on any of the hyperlinks below for more information and please let me know if you have any questions. 

The Instructor's Resource Center for QuickBooks is located at www.accountant.intuit.com/iep. Go to Register Now and enter your institution's information.  If you do not have your license number (it is a required field) you may enter "IEP" in the license number field.    This will give you full access to the fifteen lesson plans, reviews and PowerPoint presentations.  The lesson plans are for your use only.

DON'T FORGET the Educator's Corner!  Discussion forums, tools, resources and allows the sharing of curriculum from review exercises and quizzes to test questions. 

Pricing is as follows for software used for instructional purposes:    Site licenses come with a 2 year site license agreement to be filled out by the user and returned to Intuit.   Site licenses are strictly for classroom installation for instructional purposes.

NEW ! ! - QUICKBOOKS PREMIER ACCOUNTANTS EDITION IS HERE - Access other versions of QuickBooks 2009 through the Accountants Edition with the toggle feature. Click here to learn more!   The appearance and basic workflows are the same as Pro, but you will also have access to all versions of QuickBooks 2009 (Simple Start, Pro and all of the Industry Specific Versions).  

    • 10 Pack $259.95 - QuickBooks 2009 Premier Accountants Edition for Windows  
    • 25 Pack $399.95 - QuickBooks 2009 Premier Accountants Edition for Windows   
    • 50 Pack $599.95 - QuickBooks 2009 Premier Accountants Edition for Windows   
    • 2008 QuickBooks Student Guide $36.95.  The 2009 text is be $45.95, and includes a 140 day trial CD that student can install on their personal equipment.
    • QuickBooks Pro Academic Version  - CLICK HERE for eligibility requirements and description 

QuickBooks Pro for their individual academic use at a special discounted price:  Bookstores can purchase four or more licenses at 15% discount direct through Intuit's Education Program.  Students can purchase independently by contacting one of Intuit's approved resellers:  Academic Superstore, (800) 817-2347 or Genesis, (800) 433-6326.

QUICKBOOKS USER CERTIFICATION   CLICK HERE for more information. Get 50% off the regular price!  Get the Training & Exam for only $49.98!  Please let me know if this is something you would like to include in your curriculum.   I will need to assign a code to your class so they receive the discount.  Initially each user will need to sign up for the certification through the web site.  Bulk pricing and sign up will come at a later date.   

 

INTEREST IN PERSONAL FINANCE AND QUICKEN?  - Go to www.quickeneducation.com for more info.

Additional Resources and Tools      

20% off Interactive CD Training! -  A great tool to help you learn and teach QuickBooks in your classroom.  Wonderful for overhead presentations.

ProSeries PowerTax Library - Free software for educators. For classroom/instructional purposes only. Click here to view the License Agreement

Ordering Information

FAX or email - DO NOT MAIL - Purchase Orders and State Tax Exempt Certificate to 520-844-6412 or education@intuit.com

The Intuit payment address that will appear on your invoice is Intuit Inc., PO Box 513340, Los Angeles, CA 90051-3340

Credit card and EFT orders are also accepted

If you have any questions, please feel free to contact me.  

LISA SCHWARTZ - INTUIT EDUCATION PROGRAM   - TUCSON, AZ   

(866) 570-3843 - Fax 520-844-6412

education@intuit.com - www.accountant.intuit.com/iep

Bob Jensen's threads on accounting education software are at http://www.trinity.edu/rjensen/Bookbob1.htm#software

Bob Jensen's threads on accounting software in general are at http://www.trinity.edu/rjensen/Bookbob1.htm#AccountingSoftware

Peachtree Accounting Practice Sets --- http://www.perdisco.com/peachtree/


Also see Accounting Software at http://www.trinity.edu/rjensen/Bookbob1.htm#AccountingSoftware 


Excel, JavaScript, and Other Helpers and Videos --- http://www.trinity.edu/rjensen/HelpersVideos.htm


Free Access to Back Issues of The Accounting Review --- http://maaw.info/TheAccountingReview.htm


Auditing and Audit Sampling Software

May 2, 2006 message from Douglas Ziegenfuss [dziegenf@ODU.EDU]

I teach a graduate IT Auditing course in which we use both ACL and Idea. Both are taught because both are used in the business world. We use the version of ACL that comes with Hall's IT Auditing book. Idea sells the students a version and workbook for $25 per student and gives us a free copy of the software and workbook. The students then load the software on their laptops and bring them to class. This turns any classroom into a lab. The students generally like IDEA better but still enjoy ACL.

I hope this helps.

Douglas E. Ziegenfuss
Professor and Chair,
Department of Accounting
Room 2157 Constant Hall
Old Dominion University
Norfolk, Virginia 23529-0229

ACL Business Assurance Analytics --- http://www.acl.com/solutions/audit.aspx?bhcp=1
ACL is bundled with some auditing software textbooks, such as the Rittenberg text --- Click Here 

IDEA Data Analysis Software --- http://www.audimation.com/product_feat_benefits.htm

May 2, 2006 reply from Roger Debreceny [roger@DEBRECENY.COM]

Over the years I have switched between ACL and IDEA. I currently use IDEA in my teaching. A major factor is that students greatly value having the ability to work on their own computer. I do not think there are substantial differences between the products or that the file size restrictions is a major problem.

Roger

Bob Jensen's threads on accounting and auditing software are at http://www.trinity.edu/rjensen/Bookbob1.htm#AccountingSoftware


Top Ten Emerging Technologies According to CFO Magazine in October 2002

THE NEED-TO-KNOW LIST
1. XBRL
2. Business Intelligence
3. Wireless Connectivity
4. Grid Computing
5. Multivariable Testing (MVT)
6. Digital Cryptography
7. Rich Media
8. Internet2
9. Biometrics
10. Small Technology

XBRL tops the list.  Bob Jensen's threads on XBRL are at http://www.trinity.edu/rjensen/XBRLandOLAP.htm#XBRLextended 


Recommended Reading in Accounting, Finance, and Business

"Recommended Reading," by Beckey Bright, The Wall Street Journal, March 26, 2006 9:21 p.m.; Page R2 --- http://online.wsj.com/article/SB114305346764805424.html?mod=todays_us_the_journal_report

Bookkeeping and Accounting

 "Streetwise Finance and Accounting ... How to keep your books and manage your finances without an MBA a CPA or a PhD," By Suzanne Caplan
"While sales and marketing are the driving forces to get the cash register ringing, it's the dull task of crunching numbers that determines what the business owner gets to keep! The problem is that most small business owners hate dealing with numbers. This book is an easy to understand primer for the business owner who wants … and needs … a basic understanding of accounting and finance."
 
 "Small Business Accounting Simplified," By Daniel Sitarz
"Every year tens of thousands of small businesses fail because the owners have been unable to manage their financial affairs properly. Simplified for use by nonaccountants, this book explains the fundamentals of small-business bookkeeping in plain language and provides a comprehensive set of clear and understandable forms for tracking a small business's finances."
 
 

Finances and Investing

 "Savvy Investing for Women," By Marlene Jupiter
"This book takes a basic approach to help readers understand the world of money and investments, how to evaluate your risk tolerance, and how to create and manage a wealth-building strategy that works. Whether you are just starting out in the work force, recently inherited a family fortune, or have arrived at the peak of your career, it presents a very good base of information on strategic investing and protecting your assets as your life changes."
 
 "Wake Up and Smell the Money," By Ginger Applegarth
"For those of you who have come to realize that if your stock broker was so smart he (or she) would be retired by now, it's time to take a hard look at your financial habits and get some good old fashion money smarts. This book offers readers an excellent guide to build wealth on real street savvy time tested methods. While this book doesn't promise you a windfall or that you will become a multi-millionaire … it does offer valuable advice and guidance and just might be the best investment you'll make this year."
 
 "Values Based Financial Planning," By Bill Bachrach
"While there is a never ending stream of books on investing, most of the books were written by people who presume the reader already has bushel baskets of money lying around to invest. So what about the people who are not at the point where they have substantial money to plant and grow? This book takes a solid business approach to financial planning and a program similar to a business plan. In other words, one philosophy doesn't fit every person. Before you can achieve better financial success you have to determine what your priorities are and what will motivate you."
 
 

Taxes

 "Schedule C from A to Z - The Sole Proprietor's Guide to Tax Savings," By Robert Hughes, CPA
"With more and more sole proprietors taking on the task of doing their own bookkeeping and tax returns, not having a solid understanding of what makes up the Schedule C return means that many, if not most, sole proprietors overpay taxes by hundreds or thousands of dollars. This guide de-mystifies taxes that apply to the self-employed with the aim of helping business owners increase cash available to help their businesses prosper and grow. It takes the reader step-by-step through each line of the Schedule C and includes information to help them understand and comply with IRS rules. The updated full version for the 2005 tax year is available at
www.NASE.org/scheduleC."
 
 "Tax Savvy for Small Business," By Frederick W. Daily
"Most people don't go into business to be tax experts, but not having a basic understanding of business taxes is an expensive error to make. One of the most common mistakes small business owners make is thinking that they can just turn all their financial matters over to a bookkeeper or accountant. However, the first rule of business finances is that nobody, absolutely nobody, is going to have as much concern for your money as you will! This book is one of the best plain language books on small business taxes. Unless you have an army of accountants working for your business this book is a must read.
 
 

Raising Money

 "Where's the Money?" By Art Beroff and Dwayne Moyers
"Raising capital can be frustrating for any business. While there is no book that can guarantee you will find the money you need to start or grow a business, this guide slashes through much of the red tape and confusing jargon to put financing solutions at your fingertips. Unlike many other books on small-business financing, this book offers up expert tips, advice and secrets for writing financial statements that appeal to different audiences, filling out loan applications that get results, anticipating investor questions, and how to present your business, and yourself in a professional manner.
 
 "Investors in Your Backyard: How to Raise Business Capital from the People You Know," By Asheesh Advani
This is an excellent resource to find the information, documents and calculators you need to put a deal together and negotiate all the particulars to convince people to invest in your business. You'll find step-by-step instructions on how to raise business capital from non-traditional sources such as bank – capital in forms such as gifts, loans or equity investments – from people you already know or who know people you know. Once you have the investment team together Investors in Your Backyard will help you create the paperwork to formalize the deal and protect both sides' interests.
 
 

Marketing

 "Money-Tree Marketing," By Patrick Bishop and Jennifer A. Bishop
Written for business owners who want to achieve higher than normal yields from their marketing efforts, this book helps entrepreneurs generate customers, regardless of the business owner's budget or marketing experience, by keeping to the basics and capitalizing on what the competition "might not be doing". This book helps a small business owner increase their profits by using some unique techniques that entice potential customers into their business. More importantly, it identifies ways to make a business more customer friendly, use a customer profile to get in-depth knowledge about customers and to keep those customers coming back for more.
 
 

Legal

 "The Legal Guide for Starting & Running a Small Business," By Fred S. Steingold
Legal questions come up everyday that make business owners scratch their head and wonder what to do. Will incorporating your business give you more liability protection? Do you have all the proper permits and licenses? These are just a couple of the hundreds of questions that are routine in everyday business. Having a resource to get a basic understanding of small business legal issues is not any further away than reaching for this excellent resource of street savvy small business legal information.
 
 "Small Business Legal Smarts," By Deborah L. Jacobs
"This simple to understand book will offer readers enough information about legal issues in business to raise those little red flags in your head when something needs closer attention. Actually, it is more like a big Q&A book and a reference tool with a twist. It's organized completely around the needs of micro and small businesses. This book filters out the legalese and untangles some of the most frequent questions an entrepreneur might encounter."
 
 "The Employer's Legal Handbook," By Fred S. Steingold
For any employer, with 1 or 50 employees, having access to a well laid out reference book of "answers" is important to staying out of trouble and getting the most out of their employees. In this case this book offers a sensible, real life, approach to dealing with employees and all in easy to understand language from the initial hiring process - and asking or saying the right things - to firing an employee without getting your pants sued off.

 

 



 

Financial Statement Analysis Software

September 3, 2005 message from Angela Lee

Dear Robert Jensen,

In case you missed our demonstration at the American Accounting Association conference in San Francisco, we hope you will find the information below helpful.

FinancialZ, Inc. is a financial software company based in Tempe, AZ. We have an Educational version of our software, Financial Grammar, which is currently being used at universities across the country.

The software is best utilized in managerial finance courses to teach analysis of financial data. It is designed as a teaching enhancement tool to accelerate students' learning of financial analysis concepts (i.e. how to spot red flags). It can be used in either MBA or undergraduate classes. In addition, some of our client-universities currently use it in entrepreneurial courses, financial statement analysis and business development courses. The software is CPA- engineered, (US) GAAP compliant and can be used for AICPA review courses.

In order to download a trial version, go to: www.financialzinc.com . If you look under the PRODUCTS tab, a PDF formatted brochure can be downloaded.

The software can be delivered via CD-Rom or downloaded to the student's computer. The cost is $34.95/per student/per course. If you are interested in incorporating this tool in just one class it can be purchased, by the student, directly from our website using a designated school code.

I invite you to download and experience our software. I will follow up with you again next week to answer any questions that you may have. In the meantime, please don't hesitate to contact me at the number below.

Best regards,

Angela Lee Director,
Marketing FinancialZ, Inc. 480.941.4567

www.financialzinc.com


For 20 years Cougar Mountain Software has been a leading developer of not-for-profit accounting software. Many of the nation's largest non-profit organizations and government agencies depend on Cougar Mountain to provide a fully-integrated software solution, powerful enough to meet their growing needs.

Click below to learn more about the Cougar Mountain FUND Accounting® for Windows® software package. http://www.as411.com/DomBanAd.nsf/WebAdClick?OpenAgent&A=COUGAR-LNK1 


"Consolidation In The Accounting Software Industy: Two Perspectives," by Scott H. Cytron, AccountingSoftware.com --- http://www.as411.com/AcctSoftware.nsf/00/TIS22003246 


February 16, 2003 message from Gerald Trites [gtrites@STFX.CA

The Canadian Institute of Chartered Accountants has a publication "Information Technology Control Guidelines" which was published in 1999. The book is quite large and there has been some talk about a possible decision support system that might be developed, loaded with the ITCG guidelines, placed on a CD and used in the field for assistance in analyzing system controls for particular systems/companies and developing recommendation letters. I would think the preferred approach would be to find a suitable shell and then build the system around it. In the course of my research of a good system, I came across VP-Expert which at one time was highly recommended, but it is DOS based and appears to be out of date. There is a variety of others. Does anyone have knowledge of a good DS shell that might be useful for this application and that would run on current Windows platforms? It should have run-time capability so the CD can run on its own.

Any advice you might have would be most appreciated.

Gerald Trites, FCA 
Professor of Accounting and Information Systems 
St Francis Xavier University Antigonish, 
Nova Scotia Tel.  
Website -
http://www.stfx.ca/people/gtrites 

The CICA home page is at http://www.cica.ca/ 


October 12, 2002 message from Scott Bonacker, CPA [scottbonacker@moccpa.com

I don't know anyone that is using this yet, but this product may be of interest. It doesn't seem to be all that expensive."...a fund accounting software solution that's designed to meet the specialized needs of nonprofit organizations. Designed as a companion application to Intuit's popular accounting programs

QuickBooks Pro 2002..."

 

http://www.nonprofitbooks.com/qbpro_info.asp

http://www.nonprofitfinancial.org/sw/

http://quickbooksusers.com/nonprofit.htm

http://www4.compasspoint.org/p.asp?WebPage_ID=385

http://www.smallbusinesscomputing.com/biztools/article.php/1025041


November 29, 2002 message from CompAcct Solutions Ltd. [csl@COMPACCTSOLUTIONS.COM

Our company has recently developed an entry level computer accounting program called Breeze Basic Bookkeeper. We have received a positive responce from educators who have tried the program. The program is designed around GAAP using an approach that you might find in a 1st year accounting textbook. The program was designed by an accountant to do basic bookeeping without the glitz and glitter that a lot of programs use to purposely hide basic accounting principles. You will see no flashy invoice or check screens in this program. Journal entries are made in standard Debit/Credit format in an easy to use Journal Form. The program has a Debit/Credit Helper to assist the beginner get orientated into the proper use of debits and credits.

You can download a Free Demo at http://www.compacctsolutions.com 

The price of a single user license is US$69.95. However, Lab Discounts, which combine a volume and educational discount, are available by request for qualifying Educational Institutions. The lab discounts range from 45% to 65% depending on the number of users starting at a 5 user license. Send an email to csl@compacctsolutions.com for complete information on the discounts available and how to take advantage of the discounts.

Bryan


Software at huge educator discounts www.edu-software.com  or call us 800-679-7007


Business office software tools (including accounting and tax software)
Phil and Mac's Secret Free Place --- http://www.maxpatch.com/misc4.html 
Readers should definitely take a look at this annotated software index, although some items appear to be out of date.


A review of accounting software (commercial not academic apps) http://www.cfo.com/buyers_guide/index_article.html 


High-End Accounting Software Vendors http://www.cfo.com/buyers_guide/high_end_chart_1.html 
Search the high-end packages that generally target companies with revenues over $100 million. Vendors are listed by the integrated functions, integrated manufacturing, Internet functions, platform, and pricing.

Midrange Accounting Software Vendors http://www.cfo.com/buyers_guide/mid_range_chart_1.html
Search the midrange packages that generally target companies with revenues under $100 million, and find which vendors offer the right mix of functions and compatibility.

 Bob Jensen's Threads on Webledgers (e.g., NetLedger) for Distributed Network Computing of Accounting Systems and Business Services  http://www.trinity.edu/rjensen/webledger.htm

The Securities and Exchange Commission (SEC) and the North American Securities Administrators Association (NASAA) have announced the launch of a new Web site designed to provide information about money managers, financial planners, and other investment advisors. http://www.accountingweb.com/item/59363 

Accounting Software 411 (AS411) --- http://www.accountingsoftware411.com/ 

Accounting Software 411 (AS411) is the place on the Web where you can find the latest news and information on accounting software products. This site is targeted to software consultants, software vendors and anyone who is either researching or is interested in information about accounting software and related solutions. Our goal is to create a community whereby everyone can learn and share their knowledge about the accounting software industry.

There is a great review of tax software in the following cover story:

"Ranking the Products," by Stanley Zarowin, Journal of Accountancy, October 2001, pp. 28-32 --- http://www.aicpa.org/pubs/jofa/oct2001/zarowin.htm 

Vendor Tax program Address Telephone E-mail address
ATX
Forms
Saber, Max
and Taxsolver
PO Box 1040,
Caribou, ME 04736
800-944-8883 sales@atxforms.com
CCH ProSystem fx 21250 Hawthorne Blvd.,
Torrance, CA 90503
800-457-7639 cust_serv@cch.com
Creative
Solutions
UltraTax 7322 Newman Blvd.,
Dexter, MI 48130
800-968-8900 sales@CreativeSolutions.com
Drake
Software
Drake Tax
Solution
235 E. Palmer St.,
Franklin, NC 28734
800-890-9500 drakeinfo@drake-software.com
Dunphy
Systems
1040 Professional
Tax Preparation
6740 Huntley Rd., Suite 103,
Columbus, OH 43229
614-431-0846 dunphy@dunphy.com
Intuit ProSeries 2535 Garcia Ave.,
Mountain View, CA 94043
800-934-1040 www.proseries.com
Lacerte/Intuit Lacerte 1040
Tax Software
13155 Noel Rd., 22nd Floor,
Dallas, TX 75244
800-765-7777 www.lscsoft.com
Micro Vision
Software
Tax Relief 1040 140 Fell Court,
Hauppauge, NY 11788
800-829-7354 www.microvisioninc.com
Orrtax
Software
IntelliTax 13208 NE 20th St.,
Bellevue, WA 98005
800-377-3337 webmaster@orrtax.com
TaxACT 2nd Story Software 5925 Dry Creek Lane, NE,
Cedar Rapids, IA 52402
800-573-4287 www.taxact.com
Taxworks By
Laser Systems
TaxWorks By
Laser Systems
350 North 400 West,
Kaysville, UT 84037
800-230-2322 www.taxworks.com
Universal
Tax Systems
TaxWise 6 Mathis Dr. NW, PO Box 2729,
Rome, GA 30164
800-755-9473 sales@universalsystems.com
Xpress Software Xpress Individual
Package
P.O. Box 280760,
Columbia, SC 29228
800-285-1065 www.xpresssoftware.com

 

 

Accounting Software Library http://www.excelco.com/tal.htm 

Ed Scribner provided the following links:

http://www.4accountingsoftware.com/ 

http://www.2020software.com/acct.htm 

The following has lots of great links. You might have to right click on it and paste it into your browser.

http://www.ecompany.com/webguide/0,1660,14554%7C121%7C0%7C0%7C1%7Ca,00.html 

The 2/20/01 PC Magazine has an article (pp. 144-152) that includes reviews of ePeachtree 3.0, NetLedger 5.0, Peachtree Complete 8, QuickBooks Pro 2001, and QuickBooks for the Web.  The reviews are linked at:
http://www.zdnet.com/eweek/stories/general/0,11011,2678673,00.html

Peachtree Accounting Practice Sets --- http://www.perdisco.com/peachtree/

Another great website is Payroll Online at http://www.payrollonline.com/ 

A great set of links to electronic journals and databases (unfortunately the software database links now have restricted access)
http://www.lib.polyu.edu.hk/electdb/index.htm

Accounting Journals Index
http://www.businessfinancemag.com/archives/appfiles/Topics.cfm?Action=Lookup
ABC Costing Glossary and Software http://www.rpm-abm.com/cami_idx.htm 
Jensen & Sandlin Survey of U.S. Accountancy Education Programs
Bob Jensen's Links to Accounting Software and Vendors
AccountingStudents is the complete online resource for accounting students
Bob Anthony’s Essentials of Accounting multimedia CD ROM http://www.cstone.net/~ivysoft/
Dan Gode (Accounting Tutorials)
So, you want to learn Bookkeeping! by Bean Counter's Dave Marshall --- http://www.dwmbeancounter.com/tutorial/Tutorial.html
RJ Interactive Home Page (Online Accounting, Publishing) (Richard J. Campbell)
Omnis Mus (George Bodnar)
Bruce Hutton CGA - Accounting: Software, Publications and Bookkeeping Software
Software Vendors
Omnis Mus (a general ledger practice set)
Accpac User Area
Accounting Systems -- Accounting System Locator / Selector
High Q Learning Products - Courseware - Software - Accounting Courseware, Accounting Education, Accounting Training
Great Plains Software - Higher education site
Microsoft's Accounting Industry Page
Peachtree Software  

Peachtree Accounting Practice Sets --- http://www.perdisco.com/peachtree/

SBT
Solomon Software
The CMA Review Online!
AccountingStudents.com
RJ Interactive Home Page (Online Accounting, Publishing) (Richard J. Campbell)
Darrell Walden at U. of Richmond - Accounting Information Systems
TAL Standard Edition "Quick LOOK" AIA Accounting Information Systems
Spreadsheets in Education
Welcome to CAROL (online annual financial reports)
The International Corporate Environmental Reporting Site / Milieujaarverslagen
Charles A. Dice Center for Research in Financial Economics http://www.cob.ohio-state.edu/~fin/dice/index.htm
 
Accounting Software Vendors Listed on Page 36 of the Journal of Accountancy, September 1999
Products Vendor Contacts
ACCPAC for Windows


ACCPAC International
Craig Downing
925-461-6716
http://www.accpac.com/ 
Acuity Applications
MAS 90 for Windows
BusinessWorks for Windows
State of the Art
Taylor Mac Donald
770-804-5845
http://www.sota.com
Crystal Reports


Seagate Software
Phil Walston
800-877-2340
http://www.crystalreports.com
Forest & Trees


Platinum Technologies
John Ulrey
603-430-6587
http://www.platinum.com
FRx


FRx Software
Robert Rohan
303-741-8000
http://www.frxsoft.com
Great Plains Dynamics
Great Plains Dynamics C/S+

Great Plains Software
Pamela Kram
281-265-1662
http://www.greatplains.com
Navision Financials


Navision Software--US
Geni Whitehouse
770-798-8386
http://www.navision-us.com
Peachtree Complete Accounting
for Windows

Peachtree Accounting Practice Sets --- http://www.perdisco.com/peachtree/

Peachtree Software
Cynthia Williams
770-564-5700
http://www.peachtree.com
Platinum for Windows
Platinum ERA

Epicor Software
Tami Eshelman
800-999-1809
http://www.epicor.com
QuickBooks Pro 99


Intuit
Richard Walker
619-453-4446
http://www.quickbooks.com
RealWorld Expertise.LAN
RealWorld Expertise.SQL

RealWorld Software
Christine Gilroy
800-678-6336
http://www.realworld.com
SAP R/3

Also see http://www.trinity.edu/rjensen/245glosap.htm 
SAP Software
Ken Bernstein
973-331-6000
http://www.sap.com
SBT ProSeries
SBT Executive Series

SBT Corp.
Brian Austin
415-444-9900
http://www.sbtcorp.com 
Solomon IV for Windows
Solomon IV for BackOffice

Solomon Software
Cindy Bechtel
419-424-0422, ext. 485
http://www.solomon.com
Traverse


Open Systems Accounting Software
Amy Reynolds
612-403-5726
http://www.osas.com

"Sizing Up NPO Software," Roberta Ann Jones, Journal of Accountancy, November 2000, pp. 28-44 --- http://www.aicpa.org/pubs/jofa/nov2000/jones.htm 

Software Search Here www.findaccountingsoftware.com 

Online Magazine (for Information Professionals) --- http://www.onlineinc.com/onlinemag/index.html

ONLINE is written for Information Professionals and provides articles, product reviews, case studies, evaluation, and informed opinion about selecting, using, and managing electronic information products, plus industry and professional information about online database systems, CD-ROM, and the Internet. This site contains selected full-text articles and news from each issue of the magazine. Direct letters to the editor to Marydee Ojala ( Marydee@xmission.com ). If you are interested in writing for ONLINE, please see the Authors' Guidelines.

e-Commerce and e-Business Helpers for Accountants --- http://www.trinity.edu/rjensen/ecommerce.htm 

A message from Julie Smith David [Julie.Smith.David@ASU.EDU
Arizona State University

I teach a course in software selection and evaluation, and the following is a list of sites that I have collected, with the help of several years of students.  The students have to research software products, and they use these sites to find articles, reviews and comparisons.  Therefore, they're not all appropriate for "comparisons," but they all seem to add value at some point in the class.  Perhaps the best for ERP and CRM is TechnologyEvaluation.com (has a selection tool that is REALLY good!).  Intelligent Enterprise is great for CRM, KM, and integration.   Hope these help!

MAGAZINES:
Business 2.0 <http://www.business2.com/> (http://www.business2.com/)
Business Finance Magazine <http://www.businessfinancemag.com/> (http://www.businessfinancemag.com/) Often has feature articles that highlight technology issues that CFO's and CIO's need to handle.

Business Week Online <http://www.businessweek.com> (http://www.businessweek.com)
Byte Online <http://www.byte.online> (http://www.byte.online)
CFO <http://www.cfonet.com/html/cfocont.html> (http://www.cfonet.com/html/cfocont.html)
CIO <http://www.cio.com/> (http://www.cio.com/)
CNN Interactive <http://www.cnn.com/> (http://www.cnn.com/)
Context <http://www.contextmag.com/> (http://www.contextmag.com/) Business Strategies for the Digital Age
Datamation <http://datamation.earthweb.com/> (http://datamation.earthweb.com/)
DB2 Magazine <http://www.db2mag.com/> (http://www.db2mag.com/)
e.biz by BusinessWeek <http://www.businessweek.com/ebiz/> (http://www.businessweek.com/ebiz/)
E&Y's Perspectives on Business Innovation <http://www.businessinnovation.ey.com/journal/loader.html> (http://www.businessinnovation.ey.com/journal/loader.html)

EAI Journal <http://www.eaijournal.com/> (http://www.eaijournal.com/)
ERP News Center by Allen David & Associates <http://www.softwarejobs.com/cgi-bin/swjobs/news.cgi?hits=10&action=show&category=/NEWS/ERP/&ion=TRADE&gcode=erp&skill=ERP&topic=Trade+Articles> (http://www.softwarejobs.com/cgi-bin/swjobs/news.cgi?hits=10&action=show&category=/NEWS/ERP/&ion=TRADE&gcode=erp&skill=ERP&topic=Trade+Articles)

Fast Company <http://www.fastcompany.com/homepage/> (http://www.fastcompany.com/homepage/)
Financial Times <http://www.ft.com> (http://www.ft.com)
FindArticles.com <http://www.findarticles.com> (http://www.findarticles.com)
Forbes <http://www.forbes.com/> (http://www.forbes.com/)
Forbes - directly to archives <http://www.forbes.com/forbes/archives/> (http://www.forbes.com/forbes/archives/)
Fortune <http://www.fortune.com/fortune/> (http://www.fortune.com/fortune/)
Harvard Business School Publishing <http://www.hbsp.harvard.edu/home.html> (http://www.hbsp.harvard.edu/home.html) No articles available on-line.

IBM Systems Journals <http://www.research.ibm.com/journal/> (http://www.research.ibm.com/journal/)
Inc. <http://www.inc.com/> (http://www.inc.com/)
Information Week <http://www.informationweek.com/> (http://www.informationweek.com/)
Infoworld <http://www.infoworld.com/> (http://www.infoworld.com/)
Intelligent Enterprise <http://www.intelligententerprise.com/> (http://www.intelligententerprise.com/)
Manufacturing Systems <http://www.manufacturingsystems.com/> (http://www.manufacturingsystems.com/)
Midrange Enterprise (soon to be APS) <http://www.apsmagazine.com/> (http://www.apsmagazine.com/)
Midrange ERP <http://www.mfg-erp.com/> (http://www.mfg-erp.com/)
Mobile Computing <http://mobilecomputing.com/> (http://mobilecomputing.com/)
News 400 <http://www.as400network.com/> (http://www.as400network.com/)
Purchasing Magazine <http://www.manufacturing.net/magazine/purchasing/> (http://www.manufacturing.net/magazine/purchasing/)

Red Herring <http://www.redherring.com/mag/home.html> (http://www.redherring.com/mag/home.html)
Software Magazine <http://www.softwaremag.com/> (http://www.softwaremag.com/)
Strategy & Business <http://www.strategy-business.com/index.html> (http://www.strategy-business.com/index.html)
US News & World Reports <http://www.usnews.com/usnews/home.htm> (http://www.usnews.com/usnews/home.htm)
Wired <http://www.wired.com/> (http://www.wired.com/)
ZDNet <http://www.zdnet.com/> (http://www.zdnet.com/)

ORGANIZATIONS:

American Productivity & Quality Center (APQC) <http://www.apqc.org/> (http://www.apqc.org/)
APICS-The Educational Society for Resource Management <http://www.apics.org/> (http://www.apics.org/)
Arthur Andersen Global Best Practices <http://www.arthurandersen.com/> (http://www.arthurandersen.com/)
ASP Island <http://www.aspisland.com/> (http://www.aspisland.com/) An organization serving the application service provider industry

Association of Computing Machinery <http://www.acm.org/> (http://www.acm.org/)
Benchmarking Partners <http://www.benchmarking.com/> (http://www.benchmarking.com/)
Cambridge Technology Partners <http://www.ctp.com/> (http://www.ctp.com/)
Center for Virtual Organization and Commerce <http://isds.bus.lsu.edu/cvoc/learn/bpr/mprojects/bp/bpbasics.html> (http://isds.bus.lsu.edu/cvoc/learn/bpr/mprojects/bp/bpbasics.html)

CorpTech -- Database of high tech companies <http://www.corptech.com/> (http://www.corptech.com/)
CORBA <http://www.corba.org/> (http://www.corba.org/)
Enterprise Integration Council <http://www.eicouncil.com/> (http://www.eicouncil.com/) Organization for Application Integrators

Ernst & Young: <http://www.ey.com> (http://www.ey.com) Lots of information about IT, industries, and strategy
ERP Super Site <http://www.erpsupersite.com/> (http://www.erpsupersite.com/)
Forrester Group <http://www.forrester.com/Home/0,3257,1,FF.html> (http://www.forrester.com/Home/0,3257,1,FF.html)
Gartner Group IT Vendor Direct <http://gartner4.gartnerwebcom/vendors/static/index.poll.html> (http://gartner4.gartnerwebcom/vendors/static/index.poll.html)

GIGA Information Group <http://www.gigaweb.com/> (http://www.gigaweb.com/)
The Hackett Group <http://www.thgi.com> (http://www.thgi.com)
International Data Corp. <http://www.idc.com/> (http://www.idc.com/)
Intraware's Everything XML <http://www.intraware.com/control/shop/TechTopics?page=index.jsp§ion=xml> (http://www.intraware.com/control/shop/TechTopics?page=index.jsp§ion=xml)

Intraware <http://www.intraware.com/index.html> (http://www.intraware.com/index.html)
MessageQ.com <http://www.messageq.com/> (http://www.messageq.com/)
Meta Group <http://www.metagroup.com/> (http://www.metagroup.com/)
Netscape's Small Business Source <http://netbusiness.netscape.com/login.psp> (http://netbusiness.netscape.com/login.psp)

Object Management Group (OMG) <http://www.omg.org> (http://www.omg.org)
Solution Matrix: The business case web site <http://www.solutionmatrix.com/> (http://www.solutionmatrix.com/) Resources for performing ROI, Cost-Benefit Analysis, and other justification processes.

SPEX for software evaluations <http://www.checkspex.com/index.htm> (http://www.checkspex.com/index.htm)
Supply Chain Council <http://www.supply-chain.org/> (http://www.supply-chain.org/)
TechnologyEvaluation.com <http://www.technologyevaluation.com/> (http://www.technologyevaluation.com/)
Workflowsoftware.com <http://www.workflowsoftware.com> (http://www.workflowsoftware.com

"How to Select the Right Accounting Software," by by J. Carlton Colling, Journal of Accountancy, October 1999 --- http://www.occpa.com/joasw3.htm 

"Sizing Up NPO Software, Roberta Ann Jones, Journal of Accountancy, November 2000 --- http://www.aicpa.org/pubs/jofa/nov2000/jones.htm 
NPO = Not-for-Profict Organization (including governmental agencies).

Accounting Software Directory http://www.bizforms.com/hlpchrt1.htm 

Each listing includes the manufacturer's name, software titles, platforms supported, price range, web site links and telephone numbers. A brief description of the company's software products is also included. Please note that Software Manufacturers almost always offer technical support for their own products on their respective web sites. Their sites frequently provide excellent business help or have excellent links to other sources for business help. We will mention when a software site includes help or access to resources that are of general interest to businesses of all kinds.

Accounting Software Review --- http://www.cpasoftwarenews.com/editorial/articles/1999/9-7.htm 

Accounting Software News --- http://www.accountingsoftwarenews.com/

"Software for Beyond the SOHO and Single-Office Environment"
By David B. Moody, CPA

[ACCPAC] [AccTrak21] [Champion Business Systems] [Cougar Mountain Software] [CYMA] [Database Creations] [DataModes] [eTEK International] [International Accounting Software] [Peachtree Software] [Red Wing Business Systems] [Sage] [SBT] [Sirius Software]

"High-End Accounting: Big Business Features with a Small Business Feel"
By David B. Moody, CPA

[ACCPAC International] [Appgen] [eTEK International] [Macola] [Open Systems] [Sage] [SBT] [Solomon Software] [SouthWare Innovations] [The Versatile Group] [Due-Diligence Table]

CPA Exam Review Courses and Continuing Education (CEP)

Accountancy Career Threads --- http://www.trinity.edu/rjensen/Bookbob1.htm#Careers

The Uniform CPA Examination Website --- http://www.cpa-exam.org/ 

Free CPA Review Course --- http://cpareviewforfree.com/

TUTORIAL AVAILABLE FOR NEW COMPUTERIZED CPA EXAM http://www.cpa-exam.org/ 


Skills and knowledge should be required as part of the pre-certification education of CPAs
Prompted by New York’s forthcoming adoption of the 150-hour requirement to sit for the CPA exam, the NYSSCPA’s Quality Enhancement Policy Committee drafted a white paper to encourage discussion on what skills and knowledge should be required as part of the pre-certification education of CPAs. This white paper, which was approved by the Society’s Board of Directors, is presented here, along with additional commentary from the NYSSCPA’s Higher Education Committee.
Quality Enhancement Policy Committee Sharon Sabba Fierstein, Chair, August 2008 --- http://www.nysscpa.org/cpajournal/2008/808/infocus/p26.htm

Mary-Jo Kranacher, Editorial, CPA Journal, August 2008 --- http://www.nysscpa.org/cpajournal/2008/808/essentials/p80.htm

Specific requirements for becoming a CPA, and the rights and obligations of a licensed CPA, are set forth in the laws and regulations of 54 United States jurisdictions --- http://www.cpa-exam.org/global/boards.html

NASBA Tools --- http://www.nasbatools.com/display_page
NASBA Resources (Includes documents and audio files on knowledge requirements) --- http://www.nasba.org/nasbaweb/NASBAWeb.nsf/wpmtp?openform

Free and Fee CPA Review Courses --- http://www.trinity.edu/rjensen/Bookbob1.htm#010303CPAExam

Bob Jensen's threads on accountancy careers --- http://www.trinity.edu/rjensen/Bookbob1.htm#careers

"Pre-Med Education Must Be Compatible with Liberal Arts Ideals," by Timothy R. Austin, Inside Higher Ed, July 31, 2008 --- http://www.insidehighered.com/views/2008/07/31/austin

Also see http://www.trinity.edu/rjensen/HigherEdControversies.htm#CatFights


Although you might not agree with some of Irv's opinions below, the announcement is important to note.

Irv probably knows more about accounting and flying (i.e., pilot) certification examinations than any other human being in the U.S.

Bob Jensen

-----Original Message-----
From: Irvin Gleim [mailto:irvin.gleim@gleim.com]
Sent: Tuesday, March 23, 2004 5:42 PM
To: Jensen, Robert
Subject: Major CMA Exam Changes Affecting Your Students

 

The IMA is making substantive changes to the CMA exam beginning July 1, 2004. The IMA will release a new exam this summer and will remain in 4 parts, although it will be significantly different than the prior exam. However, there is good news; the current exam (unchanged) will be available to your students until December 31, 2007, PROVIDED YOUR STUDENTS REGISTER FOR THE CURRENT CMA EXAM PRIOR TO JUNE 30, 2004.

The current CMA exam is an easier exam to prepare for and pass. Your students should consider pursuing the CMA either in place of the CPA or in addition to the CPA. The total cost to take the CMA as a student is $265; undergraduate students can take the exam, and there is not a 150-hour requirement.

An explanation of the reorganized CMA exam is available at http://www.gleim.com/accounting/cma/examnews/cmaexam.php

A comparison of the current (unchanged) CMA exam with the reorganized exam is available at http://www.gleim.com/accounting/cma/examnews/comparison.php

PLEASE RECOMMEND THE FOLLOWING TO YOUR STUDENTS:

A. Join the IMA for $35 (required to take the CMA exam) at https://www.imanet.org/forms/MembershipAppform1.asp

B. Decide which part to take first: See http://www.gleim.com/accounting/cma/examnews/passfirst.php

C. Register for the exam and pay $57.50 (which is 50% of the regular fee) per exam part. The $75 credentialing fee is waived for students. https://www.imanet.org/forms/examregform.asp

D. Purchase Gleim/Flesher CMA Review. Substantial discounts are available through Gleim's complimentary Academic Site License program. Call 800-874-5346, ext. 104 for details.

E. Study CMA Review books, software, and audios (approximately 40 hours) per part.

F. Take and pass each part.

G. Continue with any remaining parts and become a CMA and/or CFM.

Irv

Dr. Irvin N. Gleim
Gleim Publications, Inc.
P.O. Box 12848
Gainesville, FL 32604
352-375-0772, x.110
800-87-GLEIM, x.110
352-224-1310, direct
352-870-2742, cell
Fax 888-375-6940

http://www.gleim.com

June 23, 2004 message from Irv Gleim [irvin_gleim@gleim.com

The IMA will make substantial changes to the CMA Exam beginning July 1, 2004. These changes will include a new essay section that incorporates material from all four exam sections. In addition, CPAs will no longer be waived from the financial accounting and reporting material, and will instead be waived from economics and business applications topics.

However, there is good news; the current exam will be available until December 31, 2007, allowing plenty of time for completion. BUT, you must apply by June 30, 2004. In other words, APPLY NOW! Click the link below to open the online registration form.

https://www.imanet.org/forms/examregform.asp 

Gleim will continue to provide up-to-date materials throughout the current exam's duration. Gleim will also release a new edition for the revised exam this summer so that we will be able to meet all of your students' certification needs. You can view more information on Gleim's CMA Review and see how we will prepare your students to PASS by visiting the link below:

http://www.gleim.com/accounting/cma?lj062204


CPA Exam Information and Vendors

NASBA 2008 Update:  120 Versus 150-Credit Hour Requirement to Become a CPA
There are now only two states that do not require 150-credits to become a CPA, with California being the largest jurisdiction
Most states require 150 credits to sit for the CPA examination, whereas a few states impose the 150-credit rule for licensure only

DRAFT Education and Licensure Requirements for Certified Public Accountants: A Discussion Regarding Degreed Candidates Sitting for the Uniform CPA Examination with a Minimum of 120 Credit Hours (120-Hour Candidate) and Becoming Eligible for Licensure with a Minimum of 150 Credit Hours (150-Hour Candidate) (120/150 Discussion), Issued by the National Association of State Boards of Accountancy (NASBA) , November 2008 ---
http://snipurl.com/150nasba  [www_nasba_org] 
 http://www.nasba.org/862571B900737CED/318CD757B9F57F75862574FA00763F36/$file/120_150_Paper_Draft_November_08.pdf

The above draft has quite a lot of data and provides extensive history of the 150-Hour Rule.

For a wider history see http://en.wikipedia.org/wiki/Uniform_Certified_Public_Accountant_Examination
Part of the above Wikipedia module was out of date, so I changed the Wikipedia module on December 13, 2008.

NASBA has some learning tools at http://www.nasbatools.com/display_page

Free CPA Examination Review Course --- http://cpareviewforfree.com/
AccountingWeb Student Zone --- http://www.accountingweb.com/news/student_zone.html 

For many students, the fee-based CPA Examination Review materials and courses are likely to get better results, especially those that force students to weekly stay on track and those that have multimedia helpers and those that meet onsite as a regular class.

Accounting Institute Seminars
Becker CPA Review
Bisk-Totaltape CPA Exam Review
Conviser Duffy CPA Review (now merged with Becker)
CPA Review Twin Cities
CPAexcel CPA Exam Review
Dynasty School
Exam Matrix (formerly Micromash)
Gleim Publications
Hoyle CPA Ventures
Intensive CPA Examination Review
Kaplan
Lambers
Mark's CPA Review
Person/Wolinsky CPA Review Courses
Rigos Professional Education
The Tutorial Group, Inc.
Wiley CPA Exam Review
Wise Guides

Bob Jensen's career helpers are at http://www.trinity.edu/rjensen/Bookbob1.htm#careers

Online continuing education credit CPE programs for accountants

McGraw-Hill CPE Online from McGraw-Hill/Irwin at http://www.mhcec.com

CPEasy from Bisk Publishing at http://www.cpeasy.com

Insight CPE from Insight CPE at http://www.insight-cpe.com

Association of Government Accountants  
Continuing Education ---   http://www.agacgfm.org/education/index.htm 

CPE Internet from the University of Phoenix at http://www.cpeinternet.com/catalog/default.asp

Jouarnal CPE Online from Rutgers University at http://rarc.rutgers.edu:80

Best CPE (for tax only) from Hardwick Publications at http://www.bestcpe.com

ICPE from the Institute for Continuing Professional Education at http://www.icpe.com (No longer available for public access)

A review is provided in the Journal of Accountancy, November 1998, 59-62. Online Journal of Accountancy articles can be found at http://www.aicpa.org/pubs/jofa/joaiss.htm

 
Internet Companies Directory (A Partial Listing)
COMPANY DESCRIPTION URL

e-Retail (consumer products and services)

1-800 Contacts Contact lenses http://www.1800contacts.com/
Alloy Online Goods for teens http://www.alloy.com/
Amazon.com Books, music, electronics http://www.amazon.com
Autobytel.com New, used car guide http://www.autobytel.com/
Barnesandnoble.com Books, music http://www.barnesandnoble.com/
Drugstore.com Medical products http://www.drugstore.com/
eBay Auctions http://www.ebay.com/
Egghead.com Computer products http://www.egghead.com/
Expedia Travel planning http://www.expedia.com/
Hotel Reservations Network Discounted hotel rooms http://www.180096hotel.com/
Priceline.com Travel reservations http://www.priceline.com/
Stamps.com Postage http://www.stamps.com/
Ticketmaster Guides, tickets http://www.ticketmaster.com/
Travelocity.com Travel reservations http://www.travelocity.com/
e-Finance (banks, brokerages and credit companies)
Ameritrade Securities broker http://www.ameritrade.com/
Charles Schwab Securities broker http://www.schwab.com/
CSFBdirect Securities broker http://www.csfbdirect.com/
E-Trade Securities broker http://www.etrade.com
IndyMac Bancorp Mortgage lender http://www.indymacbank.com/
Intuit Personal finance info http://www.intuit.com/
NetBank Consumer banking http://www.gefn-compubank.com/
NextCard Consumer credit http://www.nextcard.com
TD Warehouse Securities broker http://www.tdwaterhouse.com/
Wit SoundView Securities broker http://www.witsoundview.com/
e-New Media (advertising/subscription-supported media)
AOL Time Warner Consumer content http://www.aoltimewarner.com/
Ask Jeeves Search engine http://www.ask.com/
Cnet Networks Technology content http://www.cnet.com/
HomeStore.com Real estate content http://www.homestore.com/
HotJobs.com Career content http://www.hotjobs.com/
InfoSpace Wireless content http://infospace.com/
MarketWatch.com Financial content http://cbs.marketwatch.com/
McAfee.com Computer protection http://mcafee.com/
MP3.com Music content http://www.mp3.com/
Multex.com Financial content http://www.multexusa.com/
NBC Internet Consumer content http://www.nbci.com/
SportsLine.com Sports content http://sportsline.com/
Terra Lycos Consumer content http://www.terralycos.com/
TheStreet.com Financial content http://www.thestreet.com/
Apollo Group U of Phoenix Online Education content http://www.ipopros.com/histdeal_pla.asp?deal=2285
Yahoo Web guide http://www.yahoo.com/
e-Access providers (connections to the Internet)
Aether