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.
April 5, 2016
Practice Management – An Opportunity to Grow
Probably more important than the tool is the culture of business development, discovery meetings, referral clients and omni-channel marketing. Since many accounting professionals have not been trained in marketing, this leads to common errors and ...
March 16, 2016
Tax Season: Go Be a Hero
Tax accountants have always been the white knights. Auditors were viewed by clients as necessary, consultants the fascinating innovators, but tax accountants were there to save the day.
March 14, 2016
Tips for Hiring, Managing and Retaining Gen Z Workers
Four years from now, Generation Z will represent more than 20 percent of the workforce. Undoubtedly, this cohort of employees — born in the 1990s — will affect your approach to staff management.
March 14, 2016
It’s Time for A Small Business “Tech Makeover”
New Web Series Highlights the Transformation of a Small Business Using QuickBooks Online Ecosystem
March 14, 2016
2016 Review of Keystroke Advanced POS
Optimally designed for retailers with that require more comprehensive inventory management and distribution capability, Keystroke is an easily navigated product that offers scalability and excellent reporting capability.
March 14, 2016
2016 Reviews of CRM Systems for Accounting Firms
While some may think that their Outlook or other email system offers the same basic tools as a CRM system, this is far from accurate.
March 14, 2016
2016 CRM Systems — Wolters Kluwer — CCH iFirm
A cloud-based system, CCH iFirm is a user-friendly program that provides advanced CRM functions. The application can be accessed via most modern browsers, with no software maintenance or updates.
March 14, 2016
2016 CRM Systems — Microsoft Office 365
Office 365 is quite a bit more than just the moving of Outlook, Word and the other applications to the cloud. The suite of office productivity programs have been expanded and new integrations have been made possible because of the cloud-based nature ...
March 14, 2016
2016 CRM Systems — Office Tools WorkSpace
Office Tools WorkSpace offers extensive practice management, workflow and client collaboration tools, but also includes strong CRM capabilities. An optional online solution provides a portal for secure online document sharing, invoicing, receiving ...
March 14, 2016
2016 CRM Systems – Results CRM
Designed for small businesses and accounting firms, Results CRM offers project management, billing & collections management, client contact tracking, sales automation and other features. The system offers excellent integration with QuickBooks, tying ...
March 14, 2016
2016 CRM Systems — Zoho CRM
Zoho offers a collection of cloud-based office productivity suites that is an alternative to Microsoft Office products, plus offers considerable more, including word processing, spreadsheets, project management, sales, marketing, databases, online ...
March 14, 2016
2016 Reviews of Small Business Point of Sale Systems
I have always had a strange fascination with cash registers. Simple nine-button registers, custom-designed registers, the antique register from the early 20th century, I love them all. My obsession aside, the cash register served as the main tool in ...