Posts by IWAdmin
Practice Management Solutions: What is important to know
The Secret to Becoming the Best of the Best
Inside Public Accounting (IPA) recently named its top 50 Best of the Best Firms for 2023, and we’re proud to announce that our client, Templeton & Company, has made the list. But how exactly does a firm get named Best of the Best? IPA evaluates firms based on growth, management, and strategic vision – and…
Read MorePracticePro 365™ Announces Engagement Letter Automation for Practice Management
September 19, 2023 – West Palm Beach, Fla. PracticePro 365™ helps CPA and other professional services firms across the country improve their productivity, grow revenue, and visualize their data from its unified Microsoft cloud platform. PracticePro 365 is pleased to announce its newest feature, Engagement Letter Automation, streamlining communications to new and existing clients from…
Read MoreMake it rain: Growing your business with PracticePro 365
Business development in accounting – or in any professional service for that matter – is based on developing contacts and cultivating relationships. To that end, every rainmaker has his or her “magic list.” Back in the day, that list of contacts was often kept in a Rolodexâ, which later evolved into an electronic database, like…
Read MoreGet paid faster: Streamlining billing & collections with PracticePro 365
Cash flow is the lifeblood of professional services organizations. While cash may be king, the billing and collections process is often treated like a pauper from a technology standpoint. Within many firms, spreadsheets and manual systems are commonly used to bill clients and to track payments. Without integration to a central system, monitoring what’s been…
Read MoreCash in: Accelerating accounts receivable with PracticePro 365
Before revenue comes in, invoices must go out. As simple as it sounds, many accounting firms find this basic business principle difficult to execute. The culprit? Antiquated, legacy systems that don’t provide the automation and visibility needed for accountants to enter their time and for managers and administrative staff to stay on top of billing…
Read MorePracticePro 365 Earns SOC 2 Certification
West Palm Beach, Fla., – October 11, 2022 – PracticePro 365, an all-in-one practice management software solution for professional services firms, successfully completed the System and Organization Controls (SOC) 2 Type 1 audit. The audit affirms that PracticePro 365’s information security practices, policies, procedures, and operations meet the SOC 2 standards for security, availability, and…
Read MoreWhy a Unified, Cloud-Based Platform is Key to Merger and Private Equity Success
Amid partner retirements and talent wars, many accounting firms have arrived at a crossroads where they need to figure out “which way to grow.” M&A has always been an option, but private equity (PE) firms are giving inorganic growth strategies a new twist. In 2021, TowerBrook Capital Partners purchased an ownership interest in EisnerAmper LLP,…
Read MoreInsights from 2022 Conferences
After a two-year hiatus, it has been wonderful getting back to meeting and interacting with our clients, prospects, and other vendors in person at conferences this summer; whether the BDO Alliance conference, AICPA Engage, or CPAFMA the thing that stands out the most is the industry we work in is full of thoughtful and inspiring…
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