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 14, 2011
Sage Peachtree — Sage Peachtree Premium Accounting for Nonprofits 2011
www.peachtree.com Along with its core financial product, Peachtree offers several industry-specific products, including its Sage Peachtree Premium Accounting for Nonprofits 2011, which is well-suited to small nonprofit organizations. BASIC SYSTEM FUNCTIONS All Peachtree products have traditionally seen easy installations, and the nonprofit version of Peachtree is no exception. The system offers a customizable interface that...…
July 14, 2011
Intuit Inc. — QuickBooks Not-For Profit 2010
www.quickbooks.com QuickBooks Not-For-Profit 2010 offers a solid nonprofit product designed for startup and smaller nonprofit organizations. Featuring a nonprofit-specific chart of accounts and excellent reporting and tracking capabilities, QuickBooks Not-For-Profit is an affordable choice for small organizations with limited budgets. BASIC SYSTEM FUNCTION QuickBooks products remain some of the easiest to install, with installation taking...…
July 14, 2011
Donald R. Frey & Co. — BUCS Fund Accounting
www.drfrey.com Donald R. Frey & Company has over 35 years of experience in the software business, currently specializing in software aimed specifically at nonprofit and government sector organizations. BUCS (BUdgetary Control System) is a fund-based accounting software product that offers real-time processing and excellent grant tracking and encumbrance monitoring and tracking. BUCS would be a...…
July 14, 2011
CYMA Systems Inc. — CYMA Not-For Profit Fund Accounting Software
www.cyma.com CYMA has been offering its Fund Accounting software to nonprofit organizations for 30 years. Modular in design, this system is a good fit for small to mid-sized nonprofits that desire flexibility and scalability. BASIC SYSTEM FUNCTIONS CYMA is easily installed in minutes and contains an easily navigated screen with a drop-down menu at the...…
July 13, 2011
Don’t miss this Online Exclusive content from CPA Practice Advisor
Why Firms Must Advance Women By Monika P. Miles, CPA, ASWA National President The next generation of top accounting professionals will bear little resemblance to the male-dominated leadership ranks currently occupying corner offices, according to the recently released 2011 Accounting MOVE Project Executive Report (“2011 Executive Report”), which is available at www.ASWA.org. Since over half...…
July 13, 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. In the area of threats, there is the risk involved in an inadequate backup and document archiving system. Weak policies regarding employee...…
July 13, 2011
How to Supersize a Happy Meal Firm Bio
How do you make a silk purse out of a sow’s ear? Said another way, how can you transform the tried-and-true firm bio into something more than a ho-hum template piece of writing that resonates with clients and prospects? ** MarketingWorks: an Online Exclusive column ** A Little Back Story Recently, I was asked to...…
July 13, 2011
Why Firms Must Advance Women
The next generation of top accounting professionals will bear little resemblance to the male-dominated leadership ranks currently occupying corner offices, according to the recently released 2011 Accounting MOVE Project Executive Report (“2011 Executive Report”). Since over half of today’s accounting grads are women, public accounting firms must rapidly realign professional development programs to reflect the...…
July 13, 2011
Thomson Reuters Trial Balance CS
800-968-8900 CS.ThomsonReuters.com The Thomson Reuters Trial Balance CS product is a working trial balance accounting product that allows multiple users to access the file. When paired with the Thomson Reuters Engagement CS product, many features are added, including the engagement workflow and binder. The primary limiting feature on this product is that it only allows...…
July 13, 2011
Pendock Mallorn — Accounting for Practitioners
800-567-4500 www.pendock.com Accounting for Practitioners is a one-of-a-kind “after the fact” package used for write-up and trial balance engagements. It is a Microsoft Excel-based product that is essentially an Excel plug-in (2003 and newer versions). The user downloads the software on their individual computer and creates files for each engagement. The files can be saved...…
June 24, 2011
Cornering the Market on Premium Outsourced Accounting Services
From Finding Their Legs to Finding a Distinct Niche Jennifer Katrulya, CPA, and owner of BMRG admits that there was a harsh learning curve to get her firm where it is today. And where is that exactly? The bright lights of Supa-Successville! Katrulya, like many firm owners, did her time in the world of public…
June 24, 2011
How Value Pricing Built a Practice & Saved a Father-Son Relationship
Sometimes, things need mixing up. Chris Farmand, who grew up in a Florida family centered around the accounting practice led by his father and two uncles, was destined for a career in accounting. His parents knew it, the rest of his family knew it, and his teachers knew it. But even though he’d been in...…