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.
June 26, 2017
Payroll Problems Make Employees Go Job Hunting
Payroll problems may be the fastest way to send top talent to the exits. According to a new survey from The Workforce Institute at Kronos Incorporated, about half of the American workforce (49 percent) will begin searching for a new job after ...
June 26, 2017
June 2017 Tax Channel
One of my clients is a doctor and the company he works for is split into two different entities. For one, he receives a W-2 and for the other he receives a K-1 form. Both companies are interrelated. What happened is that a number of doctors came ...
June 26, 2017
How to Create an Effective Travel & Expense Policy
An effective expense policy covers all aspects of employee-initiated spending, including business travel, appropriate use of corporate credit cards, contingency planning for things like trip cancellations or emergencies, personal issues such as ...
June 26, 2017
Conference Vibes: The Participation Factor
I travel to a lot of conferences in and related to the accounting profession: national, state, local, user – some are large (the largest was last year’s Sage Summit which touted 15,000 attendees), some are quite small (150 is about the smallest I’ve ...
June 22, 2017 Sponsored
Intuit Rolls Out Enhanced Reconcile
Intuit recently launched a new Reconcile experience within QuickBooks Online, allowing users to reconcile their bank transactions with a few clicks and improving workflow for small businesses and their accountants.
June 19, 2017
Expense Management Makes Dollars and Common Sense
Making the decision to implement expense and travel management software is fairly simple. The very minimal cost of the software in many cases will be quickly offset by the time, energy, and aggravation eliminated upon implementing the software in your ...
June 19, 2017
6 Reasons for Implementing an Expense Management System
Forty-six percent of respondents to a recent survey said they still submit their expenses manually - stuffing their pockets, wallets and briefcases with wrinkled receipts. These bunched up pieces of paper then get stapled to printed spreadsheets that ...
June 19, 2017
Taking the Pain Out of Expenses
Most accountants I know like helping people and contributing to making their businesses successful. Even though many accountants deal with the details of compliance through financials, tax and audit, most aren’t fans of the drudgery of the work that ...
June 7, 2017
Communicate With Staff for Greater Buy-In
Employee communication is a vital component of your staff management plan, so it’s worth your while to step up efforts in providing staff members with the knowledge they desire. Doing so benefits you as well, as a morale booster and engagement ...
June 7, 2017
2017 Innovation Award Winners Announced in Los Angeles
The 2017 Tax and Accounting Technology Innovation Awards, now in their 14th year, highlight this progress in workflow management and client collaboration, with this year’s winners all offering cloud-based solutions that enhance firm operations.
May 31, 2017
AbacusNext Acquires OfficeTools
AbacusNext, a Technology-as-a-Service (TaaS) provider for the legal and accounting professions, is pleased to announce the acquisition of OfficeTools, maker of practice management software WorkSpace. With its productivity-enhancing software suite, the acquisition of OfficeTools allows AbacusNext to provide cloud-enabled and fully-integrated practice management solutions to CPAs and accounting professionals at large. This acquisition comes within...…
May 31, 2017
4th Annual Accounting Firm Operations &Technology Survey Results Are Available
Randy Johnston, president of Network Management Group, Inc., and Leslie Garrett, PhD, CEO of Insight Research Group announce the release of the 4th Annual Accounting Firm Operations and Technology (AFOT) Survey results and survey book.