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.
October 30, 2013
Thomson Reuters Offers Updated Report on Tax Changes in U.S. Healthcare Reform
Thomson Reuters Checkpoint has released an updated special report, Tax Changes in Health Care Reform Legislation, which is designed to help tax practitioners understand the tax provisions of health care reform that take effect now through 2018.
October 30, 2013
How to Use Your Firm’s Financial Performance as a Selling Point
Looking at the net profit margins of financial statements from September 2012 to September 2013, accounting firms were the second most profitable industry in the Sageworks database.
October 30, 2013
A Path to Better Billing
Clients value your services, not your invoice. But effective billing is critical for the cash needed to pay yourself and everyone else. So if you're like me with my newspapers, you want your firm’s billing to be accurate and disciplined, yet easy and efficient.
October 29, 2013
How to Proactively Manage Change in Your Accounting Firm
From cloud computing and mobile to the next generation of leader/employee, change is all around us. How firms manage this change is a major determinant of future success.
October 29, 2013
CCH Asks User Conference Attendees… “Have You Hit the Wall Yet?”
Instead of a form, app or website, the conference organizers created a way for accounting firms to answer a different question each day of the event, with attendees sticking decals to a large wall. On day one, the question was, "What group of staff are you looking to expand within your firm?"
October 29, 2013
Brief User Authentication Issue Affects Some Virtual Office CS Users
A server authentication issue was the cause of a few headaches last Friday, as some users of Thomson Reuters' Virtual Office CS and SaaS for CS Professional Suite had difficulty logging into their cloud-based accounting solutions.
October 28, 2013
Capturing Clients on LinkedIn? Yes…You…Can!
From the Nov. 2013 issue. The ongoing confusion within the profession about how social media effectively supports marketing and sales efforts is valid. While there is ample high-level educational content on the topic of social media, there are few strategies that are proven and tested. And even for those programs that do exist, it’s likely...…
October 28, 2013
Kim Hogan Joins Intuit Accountant & Advisor Program
Accounting marketing expert Kim Hogan has joined the Intuit Accountant and Advisor Group, effective immediately. She joins Ray Barlow and David Bergstein, CPA.CITP, who Intuit announced joined the team earlier this month.
October 28, 2013
CCH Announces New Features, Dashboard and Mobile Tools for CCH Axcess
At its annual Connections user conference, CCH, a Wolters Kluwer business, made several new announcements, including a new Client Dashboard for CCH Axcess, new mobile features, and the renaming of their mobile apps to reflect the CCH Axcess brand.
October 28, 2013
Cash Flow and Business Intelligence Top Priorities for Business Leaders
CFOs and financial executives are concerned about their organizations' ability to efficiently and effectively manage cash flow and working capital due to the growing need to address economic volatility with greater precision, speed and flexibility.
October 28, 2013
New Whitepaper Offers Tips on Growing, Managing Successful Firm
Every accounting firm is capable of “pulling specific levers” to capitalize on strategies that successful firms use to harness the speed and velocity of change that’s driving leading-edge technology as well as talent development in the new economy.
October 28, 2013
Latest Innovations, Mobile Solutions Shown at 2013 CCH User Conference
The 2013 CCH Connections user conference kicked off today in Phoenix, Arizona, as professional accountants, leaders in industry and developers gathered to get a first-hand look at the latest innovations for tax and accounting professionals. More than 1,000 professionals are expected to attend this year's event.