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 29, 2011
To the Cloud or Not to the Cloud …That Was the Question
I recently returned from the Sage conference in Washington, D.C., where I spent a great deal of time with thought leaders Ron Baker and Ed Kless. Each of us led sessions focused on improving firm operations. Collectively, Ron, Ed and I helped firms think through the many aspects of running a successful business. For example,...…
July 28, 2011
Sales Tax Holidays Bring Temporary Relief for Consumers, Headaches for Some Retailers
Yes, yes… I’m writing about sales taxes again. This time, however, it’s not about the Amazon vs. California battle or the general difficulties facing online sales taxation. I know it’s still July, but kids and parents are already getting ready for the coming school year, which means a lot of shopping for clothing, books, computers...…
July 27, 2011
The 7-Step Technology Audit
As technology is increasingly woven into the fabric of business management and operations, it becomes more necessary to evaluate technology utilization and prepare for management an assessment of the threats and opportunities available.
July 26, 2011
Amazon Fights California Sales Tax Law
Not too long ago, I wrote about “the problem with online sales tax” on our CPATechViews blog. There’s a long-reaching history with states wanting to get reveunes from sales to their residents when the merchant isn’t in that state. It started long before the internet (think mail order catalogues), but e-commerce has certainly aggravated the...…
July 26, 2011
Conquering the Challenges of Sales & Use Tax
Sales and use tax compliance is an area of widely varying complexity. For many of the smallest entities that conduct taxable transactions, particularly physical retail businesses with only one or two locations, the process of applying the appropriate tax rate and reporting it to their states is often quite simple. And almost all states that...…
July 25, 2011
2010 review of AccountantsWorld — Practice Relief
888-999-1366 www.accountantsworld.com Practice Relief is a web-based SaaS (software as a service) product, a delivery method at the forefront of a growing trend for many software products. This minimizes or eliminates most installation, upgrade, maintenance and compatibility issues for the user organization. Even better, the staff can record their time and expenses from any location...…
July 22, 2011
2010 review of ImagineTime, Inc. — ImagineTime Practice Management
6316 characters 877-520-2525 www.imaginetime.com ImagineTime offers several industry-specific practice management suites, including versions for tax and accounting professionals, attorneys, and engineers. Available modules include time and billing, due date management, contact management, staff scheduling and document management. Basic System Functions ImagineTime is developed in Microsoft Access, so users who are familiar with Access applications will...…
July 21, 2011
4 Key Value Points for Best-of-Breed Practice Management Applications
Practice Management … So Much More Than Time & Billing For years, the profession has thought of practice management as simply time and billing. This is no longer a sufficient definition. True practice management encompasses the flow of all data in a firm—including contact information, scheduling, project due dates, document management, phone messages, and, yes,...…
July 18, 2011
2010 Gadget Gift-Giving Guide
14,817 It’s beginning to look a lot like … what? How many shopping days are left? You still don’t have a clue for what to give your boss, your friends or some of your family? Well, as I do each year, I “grudgingly” spend hours looking at and playing with dozens of new tech gadgets...…
July 18, 2011
IRS Gives Truckers Three-Month Extension; Highway Use Tax Return Due Nov. 30
The Internal Revenue Service today advised truckers and other owners of heavy highway vehicles that their next federal highway use tax return, usually due Aug. 31, will instead be due on Nov. 30, 2011
July 14, 2011
Serenic Software — Serenic Navigator
www.serenic.com Serenic Navigator is a powerful financial management and business operations software product designed specifically for larger nonprofit organizations, international NGOs and the public sector. Certified for Microsoft Dynamics NAV, Serenic Navigator offers a solid core product that is easily navigated and fully integrated with a suite of extended financial and business operations products. BASIC...…
July 14, 2011
Sage North America — Sage MIP Fund Accounting
www.sagenonprofit.com Sage MIP Fund Accounting is a financial software product designed specifically for nonprofit organizations and government entities. Modular in structure, the system would be an excellent fit for mid-sized organizations that require a product that’s scalable and flexible. BASIC SYSTEM FUNCTIONS Sage MIP Fund Accounting can be installed on-premise or users may opt for...…