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.
August 9, 2011
Going Paperless: The Tale of the Man Who Printed Out His FB Wall
Have you ever met anyone who PRINTED OUT their Facebook wall to read the postings? When I was at the gym this morning, I was amazed, yet again. Most mornings you can find me there, and as a trained journalist, I know I have a habit of observing those around me.
August 9, 2011
5 Hardware Tools that Mean Business For Small Businesses
Even with all the talk about the productivity-boosting effects of going to the cloud … and SaaS this, and web-based that, technology hardware remains an essential component of any modern business. Yet, while the obvious core components of desktops, laptops, monitors, printers and even phones may immediately come to many people’s minds when they hear…
August 9, 2011
6 Tips for a Paperless Office
Many people who use computers—whether it’s for their home or business — are moving toward a “paperless” office. Simply, they are tired and overwhelmed by scraps of paper, clunky old file folders, envelopes — and they want to reduce the clutter. Don’t believe me? Take a look at how many messages are stored in your...…
August 9, 2011
Mobile Technology: A look at the landscape and how today’s solutions can help you better serve clients
Do you ever feel confined and limited by your office walls? Do you find that a different environment can sometimes change your perspective? How many times have you found yourself wishing you could be in multiple places at once?
August 8, 2011
ProfitSee Pro Release Gives CPAs and Financial Advisors Actionable, Real-Time Insights to Clients’ Financial Metrics
Advisors Can Monitor Clients’ Financial Performance with All-in-One Financial Analysis and Budgeting Software that Integrates With QuickBooks and all Major Accounting Software Packages.
August 5, 2011
Marketing Takes Center Stage
For too long, marketing has lurked in the shadows, ignored and rejected. The traditional thought is that marketing is a non-billable activity, and therefore a non-necessity. In reality, marketing drives sales. Well-planned and consistent promotion of services not only keeps a sales funnel full, it helps firms build a strong brand and stay in front…
August 4, 2011
The Blue Collar CPA
A Productivity in Practice Feature. A small business is most productive when its owners are doing what they love. Whether a mechanic, baker, landscaper, restaurateur, childcare provider or a merchant, small business owners usually like what they do.
August 4, 2011
The Versatile Group — CertiflexDimension Client Write-Up
800-237-8435 www.CertiflexDimension.com 2011 Overall Rating 4.75 Best Fit: Firms managing clients with high transaction volumes and multi-level company structures. Strengths: Good interface customization Strong reporting & financials options Broad set of core modules Broad reporting & financials generation Potential Limitations: Moderate reporting customization Module-based pricing Summary & Pricing CertiflexDimension Write-Up and the related modules...…
August 4, 2011
CYMA Systems, Inc. — CYMA After-the-Fact
800-292-2962 www.cyma.com 2011 Overall Rating 4.75 Best Fit: Professional firms managing complex clients with multiple locations or subsidiaries, as well as nonprofit and grant-based organizations. Strengths: Exceptional customization options Comprehensive module options with strong integration Output to many formats Broad reporting & financials generation Potential Limitations: Module-based pricing No client portals Summary &...…
August 4, 2011
CCH Small Firm Services — Client Accounting Suite & Client Accounting Suite Premier
TaxWise:888-455-0182; www.taxwise.com ATX: 888-455-0183; www.atxinc.com 2011 Overall Rating 4.25 Best Fit: Firms using the ATX or TaxWise tax and workflow products who want an easy-to-use write-up package with after-the-fact payroll reporting, financials generation and optional live payroll are a match with Client Accounting Suite. CCH ProSystem fx Tax and Practice Management users are supported...…
August 3, 2011
Winning With Client Write-Up
Over the past several years, some accounting technologists have come close to announcing the demise of client write-up (or at least the significant decline in its necessity and profitability for professional accountants).
August 3, 2011
Micronetics, Int’l. — Accounting Xpert Enterprise Edition
561-995-1477 www.axpert.com 2011 Overall Rating 4.25 Best Fit: Firms managing small to mid-sized enterprises, and those with multiple locations. Strengths: Doesn’t require monthly closings Run reports across multiple years, any time periods Broad reporting & financials customization Strong support for multi-location entities Potential Limitations: No bank statement import function (although import is available from...…