Firm Management November 10, 2026
What to Tell Clients Who Ask About Overseas Bookkeeping and Admin Help
Overseas help works best when the work is repeatable, documented and measurable.
January 10, 2012
Ghost In The Machine
We’ve already chronicled on these pages how the proliferation of printers is a bad idea for accounting firms from both the standpoints of effective management and cost. To these we can now add a third problem — the ability of hackers to use printers to successfully invade your network. It is especially a problem for...…
January 10, 2012
Thomson Reuters – Engagement CS
800-968-8900 cs.thomsonreuters.com/engagement 5.0 overall BEST FIT Small to medium sized accounting firms with a focus on audit engagements, especially those currently relying on PPC Practice Aids for guidance. STRENGTHS Strong integration with PPC Practice Aids and other Thomson Reuters products Ability to manage engagement without network connectivity Available as a fully hosted solution POTENTIAL...…
January 10, 2012
CCH, a Wolters Kluwer business – ProSystem fx Trial Balance
800-PFX-9998 www.cchgroup.com ProSystem fx Trial Balance is the stand-alone trial balance offering within the ProSystem fx product lineup. ProSystem fx Trial Balance is geared toward smaller accounting firms and sole-practitioners with a focus on tax return compliance and small bookkeeping and audit engagements. With strong import capabilities and reporting options as well as tight integration...…
January 9, 2012
CCH, a Wolters Kluwer business – ProSystem fx Engagement
800-PFX-9998 www.cchgroup.com 4.75 overall BEST FIT Any accounting firm that is currently in or converting to a paperless workflow environment STRENGTHS Strong integration with ProSystem fx product lineup Intuitive interface based on Microsoft Windows and Office functionality High level of security from both user and data standpoints POTENTIAL LIMITATIONS Limited integration with PPC...…
January 7, 2012
AccuFund Adds New Web-Based Employee Portal Features
Non-profit accounting suite will include module for employees to enter time and manage time sheet histories.
January 7, 2012
Eide Bailly to Merge with Wipfli
Combined, the firms will rank in top 15 firms in U.S with more than 41 offices, 2,300 staff, 70,000 clients and annual revenues over $314 million.
January 5, 2012
Technology Predictions for 2012: BQE Software
Executive Editor Darren Root discusses the technology trends that BQE Software CEO and Founder Shafat Qazi sees for 2012 and beyond. BQE is the developer of BillQuick, one of the most popular time and billing systems for professional services.
January 5, 2012
Apps Offer New Software Models and New Solutions for a New Year
Column: Monthly Micro Apps.
January 4, 2012
Great Practices – Whiteboard Business Partners
Mapping Out a Course to Success for Small Businesses
January 4, 2012
Are You Done with Document Management? 5 Steps to Make Your Firm More Efficient
Do you have document management done? Have you considered your strategy, chosen a product and implemented everything to your satisfaction? If so, congratulations on a great start! Wait! You say you’re finished? Are you sure? Would you like to improve the return on your investment? Would you like to be more effective and efficient? Many...…