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, 2005
Service Bureau-Style Payroll — Executive Summary
From the August 2005 Review of Service Bureau-Style Payroll Getting into the payroll business can be a major change to the business plan of an accounting firm, but it is also one that can provide great dividends. In addition to the added revenue stream, payroll services can strengthen relationships with clients, making them always aware...…
July 29, 2005
CCH Tax and Accounting — CertiTAX, ZipSales Returns & ZipSales Database/Lookup
800-630-2218 Tax.CCHGroup.com
July 29, 2005
Thomson RIA Compliance — InSource Sales & Use Tax
800-865-5257 www.InSource.Thomson.com
July 20, 2005
Pendock Mallorn — Accounting For Practitioners
If you like Excel, you’ll like this package. It is 100 percent Excel-based and was designed by Cleveland Pendock and programmed by Charles “Chip” Pearson. Chip is one of less than 40 designated Microsoft Excel MVPs (Most Valuable Professionals).
July 15, 2005
Thomson Fast-Tax — zCalc Tool Box Suite
Thomson Fast-Tax offers the zCalc Tool Box Suite, a collection of analytical programs and other tools that act as an add-on to Microsoft Excel, providing additional assistance to estate planning professionals through features that enhance tax and estate planning strategies
June 22, 2005
Productivity in Practice – The Golden Standard
At the top of every one of Norman Golden’s invoices is the following phrase: “If you like my service, tell your friends. If you don’t, tell me.”
June 22, 2005
Do You Backup?
You can blame the Egyptians for our need to make daily or more frequent data backups. From the day in the year 3,000 B.C. that the Egyptian monarchy introduced documents written in ink on papyrus, they also invented the need to keep backup copies of those documents. Stone tablets and cave paintings hadn’t required backups....…