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.
March 23, 2016
Women Financial Leaders Say Self-Confidence is Critical to Success
Nearly 80 percent of female financial advisors attending the first-ever Edward Jones Women's Conference say confidence is among the biggest factors impacting leadership, success and fulfillment in a career.
March 22, 2016
How to Turn Post Tax Season Into Business Valuation Season
When accounting or valuation professionals position themselves as trusted advisors with the ability to offer consulting, they can leverage their knowledge of a business’s financial data to provide a useful service that extends far beyond valuing the ...
March 21, 2016
CFOs and Tech Teams Collaborating More Often
Taxpayers can get the most out of various tax benefits and get useful tips on preparing their 2015 federal income tax returns by consulting a free comprehensive tax guide available on IRS.gov.
March 21, 2016
Ohio Accounting Firm Cohen & Company Joins HCAA
To be awarded membership in HCAA, firms must demonstrate proficiency and commitment to serving clients in health care.
March 17, 2016
Accounting Firms Get an “F” for Phone Skills
The study, which is the largest of its kind conducted in America, also discovered males are more satisfied (26 per cent) with the way accountants answer their calls, compared to their female counterparts (23 per cent).
March 16, 2016
IRS Returns Seized Cash to Convenience Store Owner
The IRS seized more than $150,00 from a convenience store owner’s bank account in 2014 – virtually all the money he had in the world – even though he did absolutely nothing wrong. It has taken the taxpayer nearly two years to get the money bank and ...
March 14, 2016
Tips for Hiring, Managing and Retaining Gen Z Workers
Four years from now, Generation Z will represent more than 20 percent of the workforce. Undoubtedly, this cohort of employees — born in the 1990s — will affect your approach to staff management.
March 14, 2016
It’s Time for A Small Business “Tech Makeover”
New Web Series Highlights the Transformation of a Small Business Using QuickBooks Online Ecosystem
March 14, 2016
2016 Reviews of CRM Systems for Accounting Firms
While some may think that their Outlook or other email system offers the same basic tools as a CRM system, this is far from accurate.
March 14, 2016
2016 CRM Systems — Wolters Kluwer — CCH iFirm
A cloud-based system, CCH iFirm is a user-friendly program that provides advanced CRM functions. The application can be accessed via most modern browsers, with no software maintenance or updates.
March 14, 2016
2016 CRM Systems — Microsoft Office 365
Office 365 is quite a bit more than just the moving of Outlook, Word and the other applications to the cloud. The suite of office productivity programs have been expanded and new integrations have been made possible because of the cloud-based nature ...
March 14, 2016
2016 CRM Systems — Office Tools WorkSpace
Office Tools WorkSpace offers extensive practice management, workflow and client collaboration tools, but also includes strong CRM capabilities. An optional online solution provides a portal for secure online document sharing, invoicing, receiving ...