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February 19, 2020
CRM Utilities
While you may not be interested in implementing a complete CRM application in your firm right now, here are a couple of options to consider if you wish to get a better handle on managing your current clients.
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.
Accounting February 6, 2026
AICPA News – Feb. 2026
AICPA News is a round-up of recent announcements from the American Institute of CPAs, the Association of International CPAs, and the Chartered Institute of Management Accountants (CIMA).
Staffing February 6, 2026
Professionals on the Move – Feb. 2026 Part II
Professionals on the Move is a periodic roundup of recent staffing announcements, promotions and recognitions from around the profession.
Mergers and Acquisitions February 5, 2026
Ryan Buys Meritax Advisors in Texas
The Dallas-based tax services and software firm said Thursday it has acquired Meritax Advisors, a commercial property tax consulting firm with offices in Frisco and Austin, TX.
Mary Girsch-Bock
Contributing Writer
Mary Girsch-Bock is a graduate of the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary has been a featured regular contributor to CPA Practice Advisor since 2002, and she has also been published in The Motley Fool, The Blueprint, and Property Manager.com. She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.