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.
December 1, 2008
Review of Practice Management Systems — 2006
Last year’s submissions for the practice management review were wide and varied. A couple of products were receiving final touches to major updates, while a few others had obviously been neglected by their owners for several years.
December 1, 2008
Adding Value to your Practice
Every accountant’s practice is different from that of his or her peers. Whether it’s the client base that has driven the practice to offer specialty services or a particular interest and skill on the part of the professional, every firm varies, sometimes more than others, in the services it offers.
December 1, 2008
Time for a PDA?
Are you one of the majority of CPAs who still are without a handheld computer or PDA (personal digital assistant)? Perhaps you tried one in the past but never really clicked with it, and so it found its way into the pile of antiquated tech devices in your office, or perhaps the junk drawer at…
December 1, 2008
Facts & Messages From Conferences
One of the things that I try to do to keep my knowledge current is to attend vendor-sponsored conferences. This is the case whether I am looking at practice management products, accounting software products, paperless products, consumer products or networking products.
December 1, 2008
He’s Learning To Sleep Faster!
When Kevin Robert, CEO of Wolters Kluwer’s CCH, makes a move, he makes a MOVE. In July, CCH had almost no footprint in the small and very small firm market. With its ProSystem fx line firmly entrenched in solid majority of the largest firms (minus the Big 4, most of whom are GoSystem Tax RS…
December 1, 2008
Productivity in Practice: The Specialist
In a time when many accounting practices are rethinking the services they offer to stay competitive, Scott Price and his staff of 26 professionals have found a very successful niche that puts his firm against competition that many practitioners might be intimidated by.
December 1, 2008
LexisNexis Time Matters — Time Matters With Billing Matters
800-328-2898www.timematters.com
December 1, 2008
Thomson Creative Solutions — Practice CS 2006
800-968-8900CreativeSolutions.Thomson.com
December 1, 2008
Tricks & Tips
An interesting recent conversation with the principal of a small accounting firm has driven me to address the personal use of the Internet by employees at work.
December 1, 2008
From the Trenches
Working in the mid-market continues to evolve. To best serve your clients who work in this space, consider your current strategies and what you recommend for clients.
December 1, 2008
Technology in Practice
When people say accounting, the word invokes thoughts of traditional bookkeeping, payroll and write-up programs, which are often grouped together and referred to as client services.
December 1, 2008
Final Thoughts
I recently spent a very enjoyable three hours previewing some of the features and benefits of Microsoft’s soon to be released OS, Vista.