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 20, 2017
Howard M. Rosen Named Worldwide CEO of BKR International
BKR International has appointed Howard M. Rosen in a new role as Worldwide CEO, effective January 1, 2018. Rosen will assume the international responsibilities of BKR International Executive Director Maureen Schwartz, who will retire at the end of 2018. As Worldwide CEO, Rosen will oversee administrative leadership and communication between the Americas Region, based in...…
December 20, 2017
How to Create Exponential Growth within Your Accounting Firm
Many accounting firms still struggle to expand their practice and sustainably increase profits. Last month, AccountantsWorld teamed up with business and marketing guru Jay Abraham to present an event that offered unique growth strategies and tools ...
December 19, 2017
A Step-By-Step Marketing Plan to Gain and Keep Franchise Clients
When you think about franchisees, do you imagine them working in and managing their business on a day-to-day basis? If so, you may only be thinking about a portion of the industry. In some case, they may own the franchise, but not actually work in ...
December 18, 2017
December 2017 Firm Management Channel
U.S. accounting firms that use advancement programs for promoting women to leadership positions overwhelmingly view them as effective tools in recruiting and retaining talent, according to new research by the American Institute of CPAs.
December 18, 2017
December 2017 Accounting Channel
Young finance professionals at small and medium-size practices are a mobile group who seek out professional development and are well-equipped to deal with changes being driven by globalization and technology, finds a new report by ACCA.
December 18, 2017
December 2017 Small Business Channel
Generating sales can be a complex and sometimes expensive endeavor, with marketing campaigns, lead nurturing programs, solution demos, RFPs, on-site presentations and follow-up meetings all forming a part of the typical process.
December 18, 2017
2017 Review of eFileCabinet Document Management
Originally designed for accounting firms, eFileCabinet is now used by a variety of business types including health care, law firms, and property management companies. eFileCabinet can be deployed as an on-premise product or as an online solution.
December 18, 2017
2017 Review of SmartVault Document Storage
SmartVault Document Storage from SmartVault is a good fit for mid-sized accounting firms. SmartVault includes a client portal while offering integration with QuickBooks and QuickBooks Online, and also offers apps that provide integration with other ...
December 18, 2017
2017 Review of Drake Document Manager
Drake allows users to store documents of any kind. All files are stored as a PDF, so users must print to the included document management print driver which will automatically save the documents to the folder indicated. With easy integration with ...
December 18, 2017
7 Ways to Foster a Winning Firm Culture
No matter if they offer similar services, each business has a different workplace culture. Some firms have a reputation for a relentless pace, whereas others pride themselves on family-friendly policies and programs. Some are known for having fun, ...
December 18, 2017
2017 Review of AccountantsWorld Cloud Cabinet
Cloud Cabinet is completely cloud-based, so firm employees can easily access stored documents at the office, at home, or on the road.
December 18, 2017
2017 Review of OfficeTools
OfficeTools is a comprehensive practice management solution for accountants. Recently purchased by AbacusNext, OfficeTools is best suited for small to mid-sized accounting firms that are in the market for a strong practice management solution that...