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.
May 24, 2012
Time’s Running Out to Vacation with CPA Practice Advisor!
The deadline for the "Take CPA Practice Advisor With You" contest is just weeks away.
May 15, 2012
AICPA National Public Service Award Nominations are Now Open
The American Institute of CPAs is now accepting nominations for its National Public Service Award for Individuals and National Public Service Award for Firms.
May 15, 2012
Upcoming Webinar Tackles Knowledge Management
Join Darren Root, CPA.CITP, Executive Editor of CPA Practice Advisor and Wendy Grice, Product Manager, CCH, a Wolters Kluwer business, as they discuss how to effectively manage knowledge within your practice.
May 10, 2012
New Book ‘Together in the Cloud’ Offers Insight into Online Business Management
Professionals and business managers interested in learning more about the benefits of cloud computing should check out the new book by Robert J. Chandler, “Together in the Cloud,” which was releasedin late April. Chandler is the CEO of technology company Cloud9 Real Time and a long-time proponent of web-based business management technologies. In “Together in...…
May 9, 2012
Accountants Don’t Just Talk the Talk, They Walk the Walk
Professionals at the Fourth Annual Accounting Technology New York Show and CPE Conference heard a lot of talk about the practicing in the cloud. But they didn’t just talk about it, they walked it.
April 25, 2012
CPA Practice Advisor’s Career Center Can Help College Grads with Post Grad Job Search
CPA Practice Advisor's Career Center is a valuable resource for graduating college students looking for resources to aid in their job search.
April 24, 2012
Case Study: Doc.IT
Firm ProfileArsement, Redd & Morella, LLC – Lafayette, LAwww.cpa-arm.com Contact – John R. Redd, III, CPA, CVA, Partner The firm operates out of a single office with 6 partners and 32 additional staff members. They are a traditional firm servicing small businesses by providing a “controllership by the hour” approach. A cornerstone of their original...…
April 24, 2012
Case Study: Thomson Reuters GoFileRoom
Firm Profile:Wilson Morgan LLP – Irvine, CAwww.wilsonmorgancpas.com Contact – Mark Solone, Tax Manager Wilson Morgan is a traditional CPA firm offering a mix of assurance and tax services. The firm has 11 partners and a total staff of 45 working in a single office location. They are in their sixth year of using GoFileRoom. Other...…
April 24, 2012
Case Study: Treeno Document Management
Case Study Firm Profile University Foundations – University of South Carolina, Columbia, SCwww.sc.edu/foundations Contacts – Susan Smith, CPA and Kim Elliott, CPA This organization is a nonprofit foundation providing accounting and financial services support to the entire university. There are currently seven active users of Treeno with plans to expand to the...…
April 24, 2012
Case Study: Conarc iChannel Document Management
Firm ProfileWiss & Company, LLPwww.wiss.com Contact – Don Logan, IT Director Click here for the May 2012 Review of iChannel. The firm has four offices in the New York / New Jersey market with 33 partners and an additional 167 staff. Primary client services include tax, audit, business valuation and litigation support. The core software...…
April 5, 2012
2012 Review of NetDocuments
NetDocuments – NetDocuments 2012866-638-2627www.netdocuments.com Best Firm Fit: NetDocuments will work best in firms that have offer niche services beyond traditional audit and tax services because of the lack of pre-built integration with tax and accounting applications. NetDocuments’ primary market focus is law firms and financial advisory firms. The system offers a great deal of flexibility...…
April 5, 2012
Thinking Local, Working Global
In real estate, one of the main mantras is, “location, location, location.” With remote technologies allowing greater communication between accounting professionals and their clients, the physical location is gradually becoming less important, at least for some practice models.