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.
July 27, 2012
2012 Review of CPASiteSolutions CompleteWebSuite
CPASiteSolutions — CompleteWebSuitewww.CPASiteSolutions.com Best Fit Firms that want a site from one the best template-based web builders along with comprehensive web marketing services, and firms that want to build a website quickly. CPASiteSolutions boasts that it only needs 15 minutes of a CPA’s time and that the dedicated webmaster often completes the site within 2...…
July 27, 2012
Integrating Ecommerce and Shopping Carts with QuickBooks… How Hard Could it Be?
Is it too much for me to ask for a well-integrated shopping cart for our QuickBooks clients? I’m on a mission to find a well-integrated shopping cart solution for our QuickBooks clients. In The Sleeter Group’s blog (www.sleeter.com/blog/2012/01), Jim Savage, our ecommerce expert, recently posted about “Ecommerce, Shopping Carts and QuickBooks.” In that post, he discusses several...…
July 27, 2012
CPA Practice Advisor Goes Around the World
Readers submitted photo of themselves holding either the print or digital issue of the magazine from wherever they might travel.
July 2, 2012
Accounting Practice Exchange Connects Firm Sellers and Buyers
The Accounting Practice Exchange is designed as a meeting place for buyers and sellers of professional practices, allowing a "For Sale by Owner" style market where sole practitioners can advertise and connect with potential buyers at a national level without employing a third party business broker.
July 2, 2012
Simplifying Online Document Management for Clients
Document management has come a long way over the past decade, at least for accounting firms. Although professionals often proudly wear their self-proclaimed skepticism of some technology, most firms are actually quite advanced, at least when comparing technology adoption to their small business clients. Unfortunately, in the new practice model and new economy, clients who...…
June 28, 2012
Adagio Offers an Alternative to Off-the-Shelf Systems (2012)
Adagio by Softrak Systems Inc.604-736-3741www.softrak.com Related article, from the July 2012 Review of On-Premise SMB Accounting Systems Adagio Accounting was launched in 1999 by Softrak, provider of Windows-based accounting solutions for small and medium businesses. The suite of accounting modules is designed for professional services and distribution companies and offers an extensive range of products...…
June 28, 2012
2012 Review of A-Systems Visual Bookkeeper
A-Systems Corporation — A-Systems Visual Bookkeeper800.365.6790www.a-systems.net From the July 2012 Review of On-Premise SMB Accounting Systems Best Fit: Visual Bookkeeper is a small business accounting and management system based on A-System’s powerful construction-focused flagship product JobView. The primary differences between the two is the inclusion of extensive job-costing functions and workflow utilities in JobView, while...…
June 28, 2012
2012 Review of Sage 50 Accounting (formerly Peachtree)
Sage North America — Sage 50–U.S. Edition 877-495-9904na.Sage.com / www.Sage50Accounting.com From the July 2012 Review of On-Premise SMB Accounting Systems Best Fit: Sage 50 Accounting is a good fit for most small businesses, it has an impressive selection of management features, inventory functionality, reporting options, and connected services, to meet the users growing needs. This...…
June 28, 2012
2012 Review of Red Wing Software’s CenterPoint Accounting Software
Red Wing Software, Inc. — CenterPoint Accounting Software800-732-9464www.redwingsoftware.com From the July 2012 Review of On-Premise SMB Accounting Systems Best Fit: CenterPoint is a good fit for companies that need multi-company consolidations and other strong reporting capabilities. Companies that have a large amount of data entry will benefit from the import feature and the ability to...…
June 28, 2012
2012 Review of QuickBooks Premier 2012
Intuit Inc. — QuickBooks Premier 2012877.683.3280QuickBooks.Intuit.com From the July 2012 Review of On-Premise SMB Accounting Systems Best Fit: This product is targeted at businesses that need one solution that will meet both their accounting and office management needs. QuickBooks Premier has strong accounting functionality, management features, reporting tools, connected services, and document storage. Strengths Improved...…
June 28, 2012
2012 Review of Acclivity AccountEdge Pro 2012
Acclivity—AccountEdge Pro 2012800-322-6962www.accountedge.com From the July 2012 Review of On-Premises SMB Accounting Programs Best Fit: AccountEdge is a good fit for many small companies and especially those companies that require multi-location inventory, multi-currency, or need a program that is designed for a Mac. This program is easy to understand and the uncluttered screens are easy...…