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.
September 5, 2014
CaseWare International Inc — CaseWare Working Papers 2011
800-267-1317 www.caseware.com 2011 Overall Rating 4 Best Firm Fit: Firms that are looking to gain significant efficiencies in their financial reporting (no matter the size of the firm). Strengths User interface & intuitive workflow Strong financial reporting module SmartSync’s fast “real-time” collaboration Potential Limitations: No web hosted version currently available Summary & Pricing...…
September 5, 2014
The Insecurities of Email
Email has been around a long time and has evolved into a mission-critical resource to deliver documents and communicate with clients. It’s the default for most businesses — convenient, easy and mature — and has all but replaced time-consuming faxing and manual delivery of documents. However, while email has been a trusted delivery tool for...…
September 5, 2014
Free CPE Webcast: July 13, 2011 — How Totally Integrated Software Improves Profitablity in Difficult Times — Register Today
July 13, 2011 2 p.m. EDT >> REGISTER NOW REGISTER NOW
September 5, 2014
The Key to E-Mail Marketing for Small Organizations
One of the ways successful firms are continuing to grow during the current economic downturn is by finding new and existing clients with targeted, personalized service. Large firms have used customer relationship management (CRM) and contact management systems for years to manage sales activities, track correspondence, and log contact with current and prospective customers, but…
September 5, 2014
Amazon Challenges California on Sales Tax Nexus
Nexus... It all comes down to what the definition of "physical presence" means, and Amazon isn't happy with California's explanation.
September 5, 2014
Rule #1: Cash is King
I first heard this phrase growing up around a couple of entrepreneurs/accountants — my parents and grandparents. My grandparents always had their own company. Granddad was the salesmen and grandma was the accountant. My parents were the same except Dad was more product visionary than sales and mom was the back office, including accounting. They...…
September 5, 2014
5 Tips for Building a Professional Web Presence … and Why You Should Do it Now
All of us seem to be exceptionally busy this summer — attending classes, conferences and online sessions in the ongoing pursuit of complying with CPE requirements. Personally, I enjoy each and every event because it offers the opportunity to meet with practitioners and stay apprised of concerns, trends and triumphs. In my travels, one key...…
September 5, 2014
How to Become a Firm of the Future
Join Executive Editor Darren Root as he shows you how to create success In just a few short weeks, CPA Practice Advisor Executive Editor, Darren Root, CPA.CITP, will be presenting a full-day workshop in our nation’s capital entitled, “Tomorrow is Today: The Accounting Firm of 2011,” — an in-depth and interactive discussion around value-based pricing...…
September 5, 2014
Free CPE Webcast: June 28, 2011 — Scan & Organize: A Tax Workpaper Automation Roundtable — Register Today
June 28, 2011 2 p.m. EDT >> REGISTER NOW REGISTER NOW
September 5, 2014
Improve Your Practice With SaaS
There are ample articles trying to convince you of the value of Cloud Computing. There are three primary application approaches for the cloud: 1) Backup, which we have reviewed in prior columns covering products like NetRescue, Gillware and eFolder, 2) Hosting, including companies like CPAASP InsynQ, Awensa, Cloud 9 and Real Time Data Services, Thomson...…
September 5, 2014
Staying on the Good Side of Growth
Here’s the reality. Most accounting professionals, when it comes to marketing, are highly reactive. They’ve developed some good content, have a few pieces of collateral on hand, and are sending out communications here and there. The reactive environment can be deceptive because things consistently appear to be moving along. And if things are moving, that’s...…
September 5, 2014
5 Tips to Plan Ahead … Even for the Sole Practitioner
It's post-tax season when most firms meet and plan for the future. While that “future” may only be about a year from now — or through April 15, 2012 — I applaud any firm that actually does give some thought to the open road ahead.