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 2, 2011
Thomson Reuters – Accounting CS
800-968-8900 www.CS.ThomsonReuters.com 2011 Overall Rating 5 Best Fit: Firms looking for a central write-up and trial balance system as part of a suite of integrated tax and practice management systems for managing workflow across all engagements. Strengths: Excellent integration Comprehensive reporting & financials Broad payroll compliance with state & some local support Client-side...…
August 2, 2011
Comfortable No More: 3 Things You Must Do Now
I can’t help but preach the message that change is coming in our profession. That is my end goal in every professional thing I do. This type of confabulation may offend you or it may encourage you. But my goal is to take away your comfort as you lead your professional practice into the future.
August 2, 2011
AccountantsWorld — Accounting Relief
888-999-1366 www.AccountantsWorld.com/AR 2011 Overall Rating 4.75 Best Fit: Firms who want to bring both their practice and their clients onto a web-based accounting system that gives the firm greater control over data and the ability to monitor and control what their clients can do with their collaborative bookkeeping system. Strengths: Simple navigation &...…
August 2, 2011
Intuit, Inc. — QuickBooks Accountant 2011
800-267-8379 www.accountant.intuit.com 2011 Overall Rating 4.5 Best Fit: Firms whose clients mostly use QuickBooks and who provide general write-up and reconciliation work. Strengths: Comfortable, intuitive navigation & interface Good reporting with PDF, Word, Excel output Email invoicing & electronic payment options Most commonly used program Mobile apps for client-focused work Potential Limitations: Financial statement...…
August 2, 2011
Organizing your Knowledge Capital to better serve your clients
Join Darren Root, John Springfield of CCH, a Wolters Kluwer business, and Mike Johnson of O’Sullivan Creel, LLP, as they explore the concept of Knowledge Capital and the benefits it can have on your client service. >> Register now Register now
August 2, 2011
Paperless Receipts & Expense Report Management: How you can help yourself & your clients
Join Darren Root and Bob Lewis as they explain how you can develop knowledge that will benefit your clients and add value to their business, create a new add-on revenue stream in your practice, and help your clients stay organized so expenses are complete with digital receipt details at year-end. They will outline how your...…
August 2, 2011
How Commitment & Change Go Hand in Hand
A lot has been written about the need for accountants to rethink how they run their practices. In the July issue of CPA Practice Advisor, Executive Editor Darren Root wrote, “It’s time to challenge yourself and really think about providing and delivering services that clients want.” I would argue that the same holds true for...…
August 2, 2011
Switching Software for Better Client Service
A standard consulting practice rule is that switching software is expensive. Disruptions to procedures occur, retraining is required, and without careful analysis you may force your organization into a product that has less capability or is more difficult to use. We expect clients to switch software as frequently as they switch physicians or religions. The...…
August 1, 2011
5 Outlook Email Tips to Improve Productivity
If you are like most accountants, email has become one of the primary tools utilized to communicate with clients, internal firm personnel and external resources on business matters. While there are a variety of email systems available, most of the major accounting application vendors have integrated their products with Microsoft Office, which includes Outlook as…
August 1, 2011
Is the Virtual Practice Model Right for Your Firm?
When we first started writing about web-based programs about 10 years ago, the focus frequently centered on how the concept could benefit modern practices. Key among the benefits was anywhere/anytime access to client and firm data and the enhanced security of data stored in online systems.
August 1, 2011
Approaching Zero Data Entry — How Could That Be?
This year is shaping up to be a big year for innovation in the world of accounting services and client business processes. I’ve been researching several companies lately, and I’m learning how they view the market, how they build solutions, and what technology approach they believe will win the most customers today and into the...…
July 29, 2011
The Peachtree Perspective becomes The Sage Perspective
This is the last column that will be called “The Peachtree Perspective.” Although Sage Peachtree is one of the first names in accounting software (from the perspective of its stature in the industry, as well as its long history), the world has changed since Peachtree was an independent software company that created software to run...…