Firm Management September 9, 2026
Financial Engineer or Operator? How to Choose the Right Buyer
Almost half of the top 30 U.S. CPA firms had some form of private-equity investment or alternative practice structure.
Firm Management August 14, 2015
The Farm Stand Honor System
From Aug. 2015 - The key is accepting that there is not a one-system-fits-all solution and finding the right mix of tomatoes and corn and a cash box and loose change in your own business world.
August 14, 2015
2015 Review of Build Your Firm Websites for Accountants
Build Your Firm Websites for Accountants (BYF) is part of the Build Your Firm brand that provides accountants with a variety of tools that help build their practice. BYF offers two types of websites: Premier, which is designed for generalist firms ...
August 14, 2015
2015 Review of CCH Site Builder
Good as a stand-alone product, CCH Site Builder’s integration with CCH Axcess Portal provides users with additional accounting and financial management tools such as the ability to exchange confidential files and other documents.
August 14, 2015
2015 Review of CPASites.com
CPAsites was founded in 1997, and bills itself as the original CPA website firm. Unlike the majority of web design products, CPAsites does not utilize templates, but creates each website from scratch.
August 14, 2015
2015 Review of Thomson Reuters Web Builder CS
Web Builder CS was formerly known as eMochila, which is known as one of the pioneers in web site building products when it came to market in 2003. eMochila was acquired by Thomson Reuters in 2011, and is now known as Web Builder CS. All of the ...
August 14, 2015
2015 Review of GetNetSet Websites for Accounting Firms
GetSetNet (GNS) offers websites designed specifically for accounting firms. GNS offers a somewhat unique approach to website building, assigning each new user what is called a Guardian Webmaster – a GNS employee that handles all website ...
August 14, 2015
2015 Review of CPA Site Solutions
CPA Site Solutions has plenty of experience providing professionally designed websites that are geared towards accounting professionals. CPA Site Solutions is available in three versions; Silver, Gold, and Platinum. There are no set-up or design fees ...
August 14, 2015
2015 Review of AccountantsWorld Website Relief
Accountants World Website Relief is best suited to those currently utilizing Accountants World Power Practice Suite of Applications, though the product can be used as a stand-alone system as well.
August 14, 2015
2015 Review of Tenenz AFSB – Accounting and Financial Site Builder
Accounting and Financial Site Builder (AFSB) from Tenenz has been offering easy to create website creation capability for accounting firms since 2000.New users can opt to use their own domain, or AFSB can handle domain registration and renewals. Users can
August 14, 2015
2015 Reviews of Website Builders for Accounting Firms
In today’s electronic world, a website is a no longer considered a luxury, but is now a necessity for just about every business, including accounting firms. But it’s not enough to simply have a web presence. In order to stay competitive, a firm’s ...
August 14, 2015
2015 Review of Doc.It Suite
Cloud-enabled, Doc.It offers a comprehensive suite of features designed to manage data, documents, projects and workflow. The product offers three different versions, including On-Premise Cloud, designed for those with a dedicated IT staff.
August 14, 2015
2015 Review of SmartVault
SmartVault offers users both document management capabilities, as well as a portal for sharing files. What makes SmartVault different from similar products is the built-in interface to QuickBooks, QuickBooks Online, and Microsoft Outlook.