Firm Management

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 2012 Review of CaseWare Time

June 27, 2012 

2012 Review of CaseWare Time

CaseWare International Inc — CaseWare Time 2011800-267-1317www.caseware.com From the July 2012 review of Practice Management systems. Best Fit: Firms currently using CaseWare products Strengths: Tight integration with CaseWare products Multiple preformatted reports along with strong customization options Built-in sync capability between Outlook/Exchange and client information Potential Limitations: No current cloud based solution Integration generally limited...…

Steven M. Phelan

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June 27, 2012 

Think Differently

I’m a big fan of Apple and the late, great Steve Jobs. If you haven’t taken the time to read the book, “Steve,” by Walter Issacson, I highly encourage you to pick up or download a copy and take the time to absorb the numerous lessons offered.

Darren Root, CPA, CITP, CGMA

 Hold Yourself Accountable

June 13, 2012 

Hold Yourself Accountable

Accountability should be a key component of your firm’s internal operations and culture. It’s a pretty simple concept – do what you say you’ll do! The difficult part is maintaining the discipline to hold yourself and your peers accountable for what they said they would do.

Jim Boomer