Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
Firm Management February 6, 2026
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
February 6, 2026
February 6, 2026
February 6, 2026
February 6, 2026
February 26, 2019
As I write this column, spring is upon us. And almost in sync with signs the economy is starting to improve, the blossoms are opening up. This season of rebirth is a signal to start revving your engines to take advantage of both these positive events. We can’t offer much help on the green thumb...…
February 26, 2019
5851 characters One of the topics in this issue is innovation, and one thing I have learned about innovation is that it is easier and more successful when you are embracing change. Either you are affected by change or you can effect change. Every day, we have a choice, and my suggestion is to...…
February 26, 2019
7373 I have spent a lot of time looking at dashboards lately. See, I’ve been test driving new cars to see what might replace my 10-year old van now that carpool days are behind me. Car makers give us dashboards in a variety of colors and layouts, and each seems to have one or two...…
February 26, 2019
RootWorks … Super-charged! RootWorks launched in 2008 with a primary focus on providing small accounting firms with a single, expert source for technology, best practices, and branding and communications support. Within the last year, we have super-charged RootWorks by recalibrating our service model to offer broad membership options. Depending on the membership level, our customers...…
February 26, 2019
8110 characters In columns last month (July 2010), Executive Editor Darren Root, CPA.CITP, and I wrote about Apple’s new iPad (Darren’s July column is available at www.cpata.com/go/2841; my July column is at www.cpata.com/go/2843). Darren has long been a proponent of Apple technologies as reliable, quality products, while I’ve long been an Apple critic, pointing out...…
February 26, 2019
Characters 7258 800-888-6894 www.etek.net eTEK for Microsoft Office is a financial/job costing software product ideal for construction companies looking to step up from off-the-shelf products. Designed to be highly functional as well as scalable, eTEK offers solid features and an easy-to-use interface that has been designed for functionality and efficiency. Basic System Functions When eTEK...…
February 26, 2019
Characters 7105 877-683-3280 www.intuit.com Used by millions worldwide, QuickBooks has expanded its hold on the small business industry by introducing the “Choose an Edition” option, which allows users to choose from seven different industry types when installing the software. This provides users with the ability to access the correct chart of accounts and feature headings....…
February 26, 2019
6738 Every distribution company that’s enjoyed success will tell you their fortune is based on the balance of the three points of the distributor triangle: 1. Inventory – Know what you need to manage the cost of carrying inventory in the warehouse while staying responsive to customer needs. 2. Customers – Build loyalty by having...…
February 26, 2019
5958 As 2010 comes to a close, we are all working on our New Year’s Resolutions to make 2011 the best year ever. Although there is still a cloud of uncertainty hanging over our economy, individuals in our profession can’t do anything about the macroeconomic situation. Instead of waiting for others to create economic activity...…
February 26, 2019
16,640 characters For a number of reasons, achieving the perfect balance between implementing or improving technology, and finding success in all areas related to staffing for that technology, is rare. Vendors and users can, and certainly do, work together for long-term results. However, one too many variables, combined with somewhat disparate agendas between the firms...…
February 26, 2019
It is the nature of my work that I spend virtually all of the business day online, and usually a few more hours when I’m not at work. So it’s probably not surprising that while researching the latest accounting and business technologies, taking note of tax law changes, and collaborating with tax and accounting professionals,...…
February 26, 2019
5728 By Michael Roselius, CPA Those of us in the northern hemisphere are noticing some gradual changes in the sunrise and sunset times … and in where the shadows are beginning to shift. If you are not enjoying the changing of seasons, maybe you need to get out of your office more! But before you...…