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 13, 2014
Digital Plumbing Tools Help to Sync Data Across Cloud Apps
A new class of “digital plumbing” applications are helping many firms and small businesses solve another seemingly “impossible” task – automated synchronization and universal exchange of data between applications written by different software publishers.
March 13, 2014
2014 Review of Point of Sale Systems
So where does a retailer start when looking for a point of sale system? Just like there are a variety of retail businesses, there are also a lot of POS systems on the market, with some geared for smaller markets looking to automate for the first time, while others are designed for larger retail businesses…
March 13, 2014
The Key to Planning for Your Firm’s Success
"The 7 Habits of Highly Effective People," by Stephen R. Covey, is a book that has had a profound impact on both my personal and professional life. Of the seven habits that Covey presents in the book, the second habit, “Begin with the end in mind,” is my favorite. This habit is directly connected to…
March 13, 2014
How Denali Software Helped a Retailer Get a Solid Footing
Building a successful business is about more than just finding a market with a need, motivation and savvy, it also requires efficiently managing company’s finances, sales, expenses and other costs. For many small business owners, however, this can become a chore.
March 11, 2014
Which Social Media Options Are Right for Accounting Firms?
When I educate CPAs and accountants on social media marketing, I get two questions more often than any others. First, which application they should be on, and second, how they operate or participate in social media to get results.
February 25, 2014
Easy Marketing Tips for Firms During Tax Season
Quick ways to boost your marketing efforts even during the chaos of busy season
February 17, 2014
It’s An App World: Intuit Launches Intuit Apps.com
New Intuit Website Designed to Help Small Businesses Get the Most Out of QuickBooks
February 10, 2014
2014 Review of Virtual CFO Platforms (aka, Cloud Write-Up)
The transition away from traditional, after-the-fact client write-up systems and to collaborative, real-time financial reporting systems has taken many years, but we are starting to see the outline of the systems of the future. Cloud-based software will be used to help practitioners and clients work together on a business, and will yield results which are…
February 7, 2014
Hosting Alternatives for Accounting Firms & Clients
Cloud technologies equal convenience for you and your team. You can run cloud technologies from public cloud providers or choose to build private cloud access yourself.
February 7, 2014
6 Criteria for Cloud Evaluation
Cloud computing continues to be the topic of much discussion and debate as firms map out their future technology roadmaps. Much that’s written is about the benefits and challenges of the cloud as a whole.
February 7, 2014
Accounting Firms Keep Morale and Productivity High During Busy Season
Just like at the Kentucky Derby, the gates have sprung open and accountants are in the sprint for busy season. Alas, our busy time lasts much longer than two minutes. We've got a quarter of a year to wear ourselves out before we hit the finish line.
February 7, 2014
2014: The Year of Your Firm’s Website
Each year, the Association for Accounting Marketing holds an awards ceremony at its annual conference, honoring outstanding achievements in the areas of accounting marketing and communications.