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.
Firm Management February 6, 2026
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
February 6, 2026
February 6, 2026
February 6, 2026
February 6, 2026
May 4, 2005
EngaTargeting small to medium-sized companies across multiple industries, Certiflex Dimension (Certiflex) 8.0 from The Versatile Group (800-237-8435; www.certiflex dimension.com) delivers a core set of accounting modules plus vertical market applications. Certiflex supports up to 50 simultaneous users and requires a dedi-cated file server. The General Ledger (GL) offers up to 12 characters with up to...…
May 3, 2005
A relatively new addition to the budgeting and forecasting software market is three-year-old Plan Guru from New Horizon Technologies (www.nhorizontech.com). This very inexpensive product ($99) is available in versions for professionals, forecasters and consultants, offering slightly different feature sets for each depending on their traditional needs. Available features include projections, forecasts and budgeting, cash flow...…
May 3, 2005
ACCPAC CFO (www.accpac.com) is a high-end diagnostic and analysis program that offers a very strong set of variable features to help professionals interpret financial data. The system includes scenario planning via ‘what-ifs’ such as changing receivables averages and goal seeking to reach breakeven or other milestones, as well as fast creation of budget and forecast...…
May 3, 2005
CaseWare International Inc. (www.caseware.com) recently released its newest component for Working Papers. CaseWare Scenarios is a new type of collaborative analysis tool using key financial performance data including business drivers of a company. It is an optional component that extends Working Papers’ ability to provide detailed analysis on actual financial and performance data, offering over...…
May 3, 2005
Palo Alto Software (www.paloaltosoftware.com) produces several planning modules for financial management and business planning, including Business Plan Pro and Cash Compass, both of which are available in CPA versions. Business Plan Pro offers more than 400 sample business plans, thousands of industry profiles and Excel-style financial tables. It also offers financial spreadsheets that include sales...…
May 3, 2005
FRx Software Corp. (www.frxsoftware.com), a Microsoft subsidiary, produces Microsoft Business Solutions for Analytics ‘ FRx 6.7, a financial reporting program geared toward mid-sized corporate businesses and organizations with complex accounting systems that pull data from multiple sources. The latest version of the program includes a new add-on module, Report Manager, which allows users to pull...…
May 3, 2005
BizPlanBuilder from Jian Software (www.jian.com) houses a collection of more than 400 sample business plans and Excel spreadsheet models that can be edited or exported to Word or other word processors. Users select a plan in the appropriate industry and edit the variables; the program takes care of the calculations and produces a business plan...…
May 3, 2005
Intuit FundWare offers a solid package that’s been around since 1976 (previously American FundWare), and carries with it some of its DOS heritage, but offers a full-featured modern Windows interface that’s easy to learn and navigate. Version 7.30 brings numerous enhancements, including a new navigation interface, redesigned GL with a new table-drive ‘Smart Account’ chart...…
May 3, 2005
As part of its ‘Right for My Business’ strategy, Intuit offers a number of industry-specific accounting software packages that are based on the company’s popular QuickBooks product. By applying industry-appropriate terminology, as well as specialized reports and functions, the familiar QuickBooks software is transformed into a product that targets a certain market ‘ in this...…
May 2, 2005
Lacerte Tax offers several tax preparation programs that can be used either as stand-alone applications or as an integrated suite. Lacerte, owned by Intuit, bundles additional program features such as a tax planner and appointment manager. The company also offers a new tax analysis tool and document management system, as well as improved integration with...…
May 2, 2005
Synchronics ‘ CounterPoint SQL Previously known as CounterPoint In Touch, CounterPoint SQL is the high-end point-of-sale and inventory management system from Synchronics, built on Microsoft SQL Server database technology for performance, scalability and security. Three separate feature releases (8.2.7, 8.2.8 and 8.2.9) within the last year have added many new enhancements to the company’s flagship...…
May 2, 2005
TPS Time & Billing offers a competent time and billing solution with linking to Microsoft Outlook functions, including client/contact management synchronization. In addition to flexible invoicing options, the program contains a large set of customizable management reports and utilities, enabling the system to provide broader support for practice management initiatives such as measuring profitability of...…