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.
April 21, 2014
Think Help, not Hype, when Marketing Your Firm
For the past several decades, the function of marketing has been focused on selling consumers about the benefits of a particular service or product. Most companies, accounting firms included, have tried to create “hype” about their wares using mass media to generate sales.
April 21, 2014
6 Tips for Managing Underperforming Staff
You may have heard it before, or you may have actually uttered these words, “Why did we wait so long to let an underperforming employee go?" In some firms today it may actually be called the underperforming epidemic or the underperformer drag, but no matter what words you are using to describe the problem, the…
April 21, 2014
Thank You for an Amazing Journey
Five years ago I embarked on an extraordinary journey by joining the editorial team of this magazine, known then as CPA Technology Advisor. Today, I share with you my final column as its executive editor.
Firm Management April 21, 2014
A Journey of Understanding – How One Firm is Reaping the Benefits of Marketing
The owners of Mattingly Zsebe, PA weren’t any different from most practitioners in terms of how they viewed marketing. In essence, “Marketing sucked…it didn’t work…it was a waste of time.” These were the sentiments of the partners, Bill Mattingly, CPA, and Dylan Zsebe, CPA, before they started their journey of understanding just a year ago.
April 21, 2014
Accountants at Work (and Play) Post-April 15
What is at the top of your accounting firm's agenda when the sun rises on April 16? Is it all crash and burn? Do you have a pile of unanswered messages and unread articles to plow through?
April 21, 2014
The Costs of Distracted Driving
How often do you talk on the phone, look at email messages, check the news or weather, read or composts text messages while you're driving? We take pride in our ability to multi-task, but at what cost? Centuries of accountants managed to drive from point A to point B without phones in their hands. Today,…
April 21, 2014
2014 Review of CCH Axcess Practice
Unlike traditional applications where it is very clear where one module begins and another ends, CCH Axcess users can perform many tasks from a wide range of menus throughout the solution. This flexibility may be confusing to new users, as the time capture functions are accessed from the user’s dashboard and not from within the…
April 21, 2014
2014 Review of CCH ProSystem fx Practice Management
ProSystem fx Practice Management was originally built as CPASoftware Visual Practice Management on the Microsoft Access database, but has been updated to support the Microsoft.net and Microsoft SQL Server platforms.
April 21, 2014
2014 Review of Commercial Logic APS Advance Practice Management
APS Advance Practice Management is a customizable solution which best meets the needs of large accounting firms. The solution is built on the Microsoft SQL server platform. The application is flexible enough that the firm will need to know how they want to work with the application, and should not be expecting a “standard” implementation…
April 21, 2014
2014 Review of Commercial Logic PowerPM
PowerPM from Commercial Logic, Inc. is a straight-forward module-based practice management application which is offered as a hosted solution for a monthly charge. The PowerPM Suite includes five core modules which provide users with the system. These modules are:
April 21, 2014
2014 Review of Empire Suite by WSG Systems, Corp.
Empire Suite by WSG Systems, Corp. is a high-end practice management tool designed for large firms. Empire Suite includes an optional staff scheduling module called Empire Resource, and is one of the stronger automatic scheduling tools in the industry. The application is delivered as software as a service through the company’s website, EmpireSuite.com, and is…
April 21, 2014
2014 Review of Practice Management 2014 – Office Tools Professional
Practice Management 2014 by Office Tools Professional is a time and billing application which offers a comprehensive suite for managing a small firm including workflow management, client portal, document management, and light customer relationship management (CRM).