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 22, 2013
Great Leaders Make Themselves Replaceable!
What would happen if you suddenly and unexpectedly could not work? What would happen to your firm? Would things run smoothly, or would it be utter chaos?
April 9, 2013
Portals, Email or Something Else – What’s Right for CPAs and Their Clients
Over the past 20 years we have had the pleasure of assisting many firms down the paperless path. In the last five to ten years, portals have become popular.
April 4, 2013
Facing Cyber Security Threats in the Cloud
Ever since we began talking about the cloud, there have been three areas of concern: security, availability and reliability.
April 3, 2013
Two Key Questions for Accounting Firms and CPAs
I recently attended the second annual Cloud Symposium along with 48 other industry thought leaders. CPA2Biz executives hosted the event at AICPA corporate offices in New York.
April 2, 2013
How Building a Firm of the Future is Paying Off for Baldwin CPAs
Alan Long may have been in practice for 35 years, but he’s so far removed from the stereotype of a stodgy old accountant that he has helped steer his firm towards technologies that have helped them more than double their client work volume in the past several years, as well as moving into new office…
April 2, 2013
What Small Businesses Want from their Accounting Professional
In January 2013, The Sleeter Group conducted some research of small and medium-sized business (SMB) owners across the US. The goal of the research was to learn about what SMBs want from their outside accounting firm.
Firm Management April 2, 2013
Mobile Scanning Options for Accounting and Tax Professionals
Many accountants need or want to capture documents outside of the office. Whether you have an audit team working in the field or you just need to capture an image of a W-2, there are many hardware and software tools which can be used to create PDF versions of paper documents.
March 28, 2013
10 Easy Ways Facebook Can Help Accounting Firms
10 simple features and tips that accounting and CPA firms can use to help retain top clients and attract high-quality, progressive customers.
March 27, 2013
Preparing for the Challenges of Tomorrow’s Accounting Professionals: 2013 Thought Leader Symposium
Successful accounting professionals understand the need to continue to pursue opportunities for greater productivity, greater efficiency and ultimately, greater profitability.
March 27, 2013
Reviewing PC-Matic
You’ve seen the ads. The ineffective husband trying to clean viruses off of his machine. The college student who wants a new laptop because hers is running “too slowly.” The flower shop girl whose PC is so slow she can’t complete a transaction. Yes, the ads are like fingers on the chalkboard of PC utilities.…
March 27, 2013
2013 Review of Thomson Reuters NetClient CS
Thomson Reuters — NetClient CS800-968-8900cs.thomsonreuters.com Best Fit: Firms who use the Thomson Reuters professional accounting and tax software, especially those who work with client bookkeeping on the Accounting CS platform or those who store their documents in FileCabinet CS. Also, firms who want to publish invoices, tax returns, payroll items, and documents to clients through...…
March 27, 2013
2013 Review of SmartVault
SmartVault866-684-6785www.smartvault.com Best Fit: While SmartVault is a good fit for any firm that needs a secure client portal, SmartVault is a best fit for accounting professionals and their clients whose practices involve working with the desktop version of QuickBooks or QuickBooks Online, and would like to streamline workflow, go paperless, and view images of documents...…