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.
January 28, 2013
New Year, New Law, New Long-Term Plan
Illinois CPA Explains How the Fiscal Cliff Deal Can Help with Long-Term Planning
December 19, 2012
2013 Readers Choice Awards: The Votes are In
Technology has changed rather dramatically since we started the Readers Choice Awards seven years ago, and certainly since this publication was initially started in 1991. Perhaps not as dramatic as the invention of the printing press, but when it comes to workflow processes and always-available access to personal and client data, there has been a...…
December 18, 2012
Jumping on Board the Fast Moving Mobile Train
It’s been more than 13 years since we started our transition to paperless, and today we are still paper free. Over the past five years, the focus has been on implementing a single client database...
December 18, 2012
Jon Baron’s Ongoing Quest for Technology Innovation
Darren Root speaks with Jon Baron, managing director of the Professional Segment for the Tax & Accounting business of Thomson Reuters.
December 18, 2012
A Taste for Success: A Florida Brewer and a CPA Get Craft Beer Going in Jacksonville
For Ben Davis, the calling is his love of beer. As the owner and head brewer of Intuition Ale Works (www.intuitionaleworks.com), he not only enjoys drinking the suds, but also brewing specialty craft beers.
December 18, 2012
For Marketing Success, Channel Your Inner Journalist
The best marketing communications tell a story that is concise, clear, and simple
December 18, 2012
Doing Less May be More
From the January 2013 issue. The demands from clients, team members, and all of those around us continue to increase. In the name of great client service we often try to expand services to cover these demands, but is that the right strategy? Because technology has been a great enabler, we have been able to...…
December 18, 2012
Accountability – The Key to Firm Success
An overall strategic plan is important to chart the course for your firm’s future success. And individual game plans outline the roles each team member plays in achieving the firm’s strategic objectives.
December 18, 2012
The Mobile Windows: Windows Phone 8 and Windows RT
Summary: Microsoft has revitalized its mobile offerings and created an integrated computing ecosystem to compete with Apple and Google.
December 18, 2012
The Journey from the Desktop to the New World
2012 was quite a year for the “maturing” of new world technologies in small business accounting, but to be clear, the “new world” is still in the future for most firms and clients.
December 18, 2012
Streamline Your 1040 Tax Prep with Automation
2013 Review of Tax Document Automation Systems
December 11, 2012
Gadgets and Gifts for 2012, Part II
Keep the Gadget Giving Going… Last Minute Tech Ideas for the Holidays.