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.
June 27, 2012
2012 Review of Office Tools Professional Practice Management 2012
Office Tools Professional — Practice Management 2012661-951-9200www.officetoolspro.com From the July 2012 Review of Practice Management systems. Best Fit: Smaller firms looking to increase work flow efficiency as well as integrate document management capabilities. Strengths Simple, single user interface is easy to understand and follow Integrates simple document management structure Integration offered for QuickBooks, Outlook and...…
June 27, 2012
2012 Review of Commercial Logic APS Advance
Commercial Logic—APS Advance603-643-1900www.CommerciaLogic.com From the July 2012 review of Practice Management systems. Best Fit: Larger firms needing customized practice management integration with existing software architecture. Strengths Offers strong customization options to adapt to most firm needs Microsoft SQL platform offers user scalability and unified reporting platform Program built around project management instead of time management...…
June 27, 2012
2012 Review of CCH ProSystem fx Practice Management
CCH, a Wolters Kluwer business — ProSystem fx Practice Management800-739-9998www.cchgroup.com From the July 2012 review of Practice Management Systems. Best Fit: Accounting firms of all sizes currently utilizing other ProSystem fx desktop solutions or firms looking for a standalone practice management solution Strengths Fully contained solution, without the need for purchasing additional modules Fully customizable...…
June 27, 2012
Are You Efficiently Managing Your Practice?
Practice management and time management are often viewed as similar functions within an accounting firm. On a surface level view, both will track time and run a variety of time based reports for billing and invoice purposes.
June 27, 2012
2012 Review of CaseWare Time
CaseWare International Inc — CaseWare Time 2011800-267-1317www.caseware.com From the July 2012 review of Practice Management systems. Best Fit: Firms currently using CaseWare products Strengths: Tight integration with CaseWare products Multiple preformatted reports along with strong customization options Built-in sync capability between Outlook/Exchange and client information Potential Limitations: No current cloud based solution Integration generally limited...…
June 27, 2012
Think Differently
I’m a big fan of Apple and the late, great Steve Jobs. If you haven’t taken the time to read the book, “Steve,” by Walter Issacson, I highly encourage you to pick up or download a copy and take the time to absorb the numerous lessons offered.
June 27, 2012
How to Weave Social Media Into Your Firm’s Marketing
Whether you already use social media or haven’t started yet, the odds are that you’re doing some things offline or by email that can be leveraged into social-media activities.
June 27, 2012
The Power of Collaboration: Will You Be Extinct?
All things in life change. It is inevitable that we evolve. Accounting solutions are no exception and as with everything else the web is forcing a new species to evolve while old ones become extinct.
June 26, 2012
The Changing Role of the IT Professional
The role of IT professionals in tax & accounting firms is changing. More and more firms have either moved to the cloud or are preparing to make the leap.
June 21, 2012
Transzap Supports Corporate Growth Initiative with New Executive Leadership
Transzap, Inc., provider of workflow solutions software, recently announced two new executive leadership appointments as part of the company’s growth initiative. Michael Weiss was named Vice President of Software Engineering and Christopher Dinkler was named Vice President of Sales.
June 15, 2012
Professionals on the Move – June 15, 2012
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
June 13, 2012
Hold Yourself Accountable
Accountability should be a key component of your firm’s internal operations and culture. It’s a pretty simple concept – do what you say you’ll do! The difficult part is maintaining the discipline to hold yourself and your peers accountable for what they said they would do.