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.
February 21, 2017
Professionals on the Move – February 21, 2017
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
February 21, 2017
Cloudnine and Results Software Acquired by AbacusNext
With these two acquisitions, AbacusNext enters the professional accounting space and says it is positioned as the largest TaaS (Technology as a Service) solutions provider in the professional services industry.
February 20, 2017
4 Ways Accounting Firms Can Reduce Risk During Busy Season
Past practices for using temporary and part-time workers may not be adequate. Be clear on the scope of work each employee is able to perform as well as the level of oversight necessary to ensure accuracy. Integrate them into the workflow process to ...
February 17, 2017
Marketing and Social Media Tips for CPAs With eCommerce Clients
Does your firm have a lot of clients who specialize in ecommerce? If so, this article is for you.
February 17, 2017
2017 Review of Up Your Cash Flow – Cash Management Apps
Up Your Cash Flow is business budgeting and cash flow forecasting software. Designed for both business owners as well as CPA’s accountants offering accounting and bookkeeping services to clients, Up Your Cash Flow offers users the ability to generate ...
February 17, 2017
Apps We Love – Anti-Anxiety/Stress Management
Well it’s that time of year again. I remember my first busy season at Deloitte and how shocked I was to go outside after work on April 15 and see daylight – after so many long days, I had forgotten what that felt like! You get used to it, but if the ...
February 17, 2017
2017 Review of PlanGuru – Cash Management Apps
PlanGuru offers users excellent budget and forecasting tools. Designed for businesses of all sizes, as well as accountants that offer business and financial planning services to clients, PlanGuru is a cloud application.
February 17, 2017
2017 Review of Float – Cash Management Apps
Float is a cash management and cash flow forecasting app that integrates with Xero, Free Agent, and QuickBooks Online. Designed to be used with these three programs, users link Float to their accounting software during system setup.
February 17, 2017
2017 Review of Pulse – Cash Management Apps
Pulse is a cash flow app that allows business owners and accountants to keep track of cash flow for multiple companies. While not particularly strong in cash management analytics, Pulse does provide users with the ability to easily track and maintain ...
February 17, 2017
Tax Pros Share Top 5 Issues for 2017
The survey covered everything from how they approach possible tax policy changes to the craziest write-offs they’ve seen and the craziest places they’ve completed client taxes. Here are the top five takeaways from the survey for 2017.
February 17, 2017
2017 Review of Xero – Cash Management
Xero is designed for small business owners and offers complete accounting functionality for its users. Xero offers three product versions; Starter, Standard, and Premium, with each version containing more robust functionality. Deployed online, each ...
February 17, 2017
2017 Review of Wave Accounting – Cash Management
Wave is designed for the self-employed, freelancer, or very small business owner. Wave is currently available at no charge, though there is a fee for payroll functionality as well as the ability to accept credit cards. WAVE offers real double-entry ...