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.
March 22, 2017
7 Best Practices Tips for Managing Accounts Receivable
To get a firm grasp on receivables, a business must establish firm processes for inputting invoices, ensure correct contact information for customers or clients, and establish payment terms that may include incentives that can prompt early payment by ...
March 22, 2017
How To Forge A Better Working World For Women
While challenging conscious and unconscious bias and creating inclusive and flexible workplace cultures is everyone’s responsibility, throughout my career, I’ve learned some of the ways for women to continually boost and rebuild their confidence.
March 22, 2017
2017 Review of Accounts Receivable Systems
Everyone wants to get paid – as quickly as possible, or at least, on time. An effective accounts receivable system helps businesses ensure that their customers are paying. But it’s not only about cash receipts, but also about the customers.
March 22, 2017
Collbox App Simplifies Collections for QuickBooks Online
Collbox is a collections app that integrates with QuickBooks Online. Designed to simplify the collection process for small business owners, Collbox services are free, with users only paying a fee when a collection agency collects on an invoice.
March 22, 2017
2017 Overview of PaySimple – Accounts Receivable Functions
PaySimple is a payment processing solution that is designed to process payments of all types, including credit and debit cards, eChecks, and ACH transfers, with payments processed on a one-time or recurring basis. PaySimple tracks invoices ...
March 22, 2017
2017 Overview of Fusebill – Accounts Receivable
Fusebill is designed for businesses that need assistance in managing subscription and recurring billings. Focusing on the intricacies of managing subscription billings, Fusebill is also well suited to businesses that have regular, recurring billings.
March 22, 2017
Specialized Services for the Medical Practices Accountant
Even the idea of serving the medical profession can be daunting – medical professionals often seem exalted in our minds. And doctors are not always the easiest people to work with. “Sometimes they can be really high maintenance,” said Kristy Monahan ...
March 22, 2017
Apps We Love – Sowing Your Garden
Are you planning a major landscaping overhaul? Consider iScape – there is a free version you can play with that lets you take a picture of the area you want to landscape, then experiment with adding shrubs, trees, flowers, decks and other construction ...
March 22, 2017
6 PR Tips for Accounting Firms
A public relations effort is one of the best ways to build your firm’s brand as well as to gain thought leadership status for your partners and firm owners. Here’s a few steps, tips, and apps that can get your PR launch off to a great start.
March 22, 2017
Third Party Debt Collection: The Basics
The general rule is that you should only hire a collection agency when a debtor is ignoring the debt. When this is the case, don’t hesitate to hire a collector because the probability of collections decrease 12% each month an invoice remains outstanding.
March 22, 2017
Tax Tips for the Sharing Economy
Freelancers and contract workers have been around pretty much forever, but the collaborative workspace is suddenly finding itself front and center. Whether you call it the sharing economy, the peer economy, the gig economy, or just “This is how I ...
Accounting March 22, 2017
2017 Overview of Centreviews (Now Fraxion) AR – Accounts Receivable Functions
Centreviews offers AP, AR, and Document Management delivered via the cloud. Centreviews is designed to link all business invoices with their supporting documents. The linked documents are then stored in a centralized, searchable archive, where users ...