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.
February 7, 2014
2014 Readers Choice Awards
The role that technology plays in our everyday lives has increased dramatically over the last decade, and this publication and our Readers Choice Awards have chronicled many of these changes.
January 28, 2014
Intuit Unveils the New QBOA
Last year, Intuit created true harmony among its products and services, rolling out one look and feel that would make it easier for users to switch between products. The financial management solution provider has now extended that harmony to its QuickBooks Online Accountant solution. In February, Intuit debuted its enhanced QuickBooks Online for Accountants. In...…
January 20, 2014
Growing Your Firm: The Value of Building a Connected Brand
A decade ago, having a strong brand was all about unity. As long as your firm’s visual identity and communications were cohesive your brand was considered effective.
January 17, 2014
Why Business Credit Cards Can Turn Company Accounting Into a Nightmare
With one-man firms comprising roughly 40% of the accounting services industry, according to IBISWorld, and around one-third of all CPAs admitting to a bit of moonlighting in a 2008 Bay Street Group survey, it’s clear that a large segment of the industry has more than just its clients’ small business needs to deal with.
January 14, 2014
January SALT Checklist
What should you be doing in your state and local tax practice this month? Here's your SALT checklist for January.
January 12, 2014
Backup is Still Important – Options and Strategies for Accounting Firms
Data is king. Keeping it stored safely and securely is critical. Whether you are operating in the cloud, from an office, or from your home you need to be thoughtful about your data. In my professional life, strategies for keeping data safe have been mandatory for over 40 years.
January 7, 2014
E-Signatures – The New Normal
Business as usual, well, just is not usual anymore. With mobility at our fingertips, we are no longer tethered to a hardwired environment and the now-standard workplace stretches beyond an office or cubical. Let us not forget that you can forget working 9 to 5.
January 3, 2014
The Dark Side of Technology Trends for 2014
It is hard to imagine a more disastrous year for technology than 2014 will be. Sure, there will be a few little bright spots in terms of falling costs for hardware and storage. But three significant trends are converging that will make things difficult at best for the tech side of the accounting profession: Innovation will...…
January 2, 2014
Five Key Factors to Consider Before Moving Your Firm
The end of the year usually signals a time of change in the personal and professional lives of many people. As we prepare to bring in the upcoming New Year, many reflect on the ups and downs of the past year.
December 19, 2013
The Evolving State of Accounting Firm Workflow
Change comes in waves that sometimes are less astounding when looking at them in the present, but can be dramatic when their cumulative effects are viewed after several years.
December 17, 2013
Should Your Firm Consider a Cloud Ecosystem?
When a Software as a Service (SaaS) vendor becomes a major player in the market or the leading solution for a given problem, they attract an ecosystem.
December 17, 2013
How Important is Your Firm’s Website?
It has been a while since this column has covered the importance of your web site and the use of web technologies. Let me be as clear as I can: you must have a clear web strategy, an elegant web site that runs in browsers, smartphones and tablets, has clear branding for your firm, integrates...…