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.
August 15, 2022
How to Build the Best Relationship with a Client
How can tax professionals build the same strong advisory relationship and take a more proactive approach to the services we offer?
Small Business August 14, 2022
Looka Announces Referral Partnership with Xero as part of its New Partner Marketplace Program
This collaboration makes a significant value-add for Looka’s customers who are looking to take control of their finances in one location so small business owners can confidentially understand their financial data.
Auditing August 14, 2022
CohnReznick LLP and Guidepost Solutions LLC Named Integrity Monitors for the JFK International Airport Redevelopment
This will include creating, implementing, and monitoring policies and procedures that will help ensure that the entities engaged in the Program comply with relevant laws and regulations.
Firm Management August 14, 2022
John Cornell Joins UHY LLP’s Long Island M&A Practice
He is a prior Big Four auditor and due diligence professional, a former CFO, a former General Manager at a leading private equity backed carbon accounting ...
Accounting August 14, 2022
Grant Thornton Adds Forensic and Anti-Laundering Leader
Stumbauer will use his extensive cryptocurrency, AML, sanctions and Foreign Corrupt Practices Act acumen to further bolster and expand Grant Thornton’s financial crimes capabilities.
Advisory August 11, 2022
Developing a Data Mindset to Proactively Make Clients’ Lives Better
Smart Client Management needs a data mindset to proactively make clients’ lives better. I think most practitioners would agree with me that the reactive model ...
August 9, 2022
Take Me Out to the Ball Game
I understand change, improvement, trends, insurance issues, health, and safety – all of this goes into decisions to move in whatever direction the rule-makers determine is for the greater good. But at the same time, I’m going to miss the sweet ...
Firm Management August 8, 2022
Your Firm and Your Fundamentals
What is best to keep in your practice, and what needs to go away? For many firms, getting the fundamentals right will help you pick the right ...
Firm Management August 5, 2022
Process Issues with a People Impact
Negative attitudes, poor morale and refusal to follow firm processes impede progress. If the prevailing mindset across the firm, especially amongst leadership, is ...
Firm Management August 5, 2022
Does Your Website Need a Redesign or a Rebuild?
Here are the pros and cons of each. Plus, a series of questions you can use to determine which strategy you should undertake.
Firm Management August 4, 2022
Nearly Half of U.S. Companies Plan to Add Staff in the Second Half of 2022
However, nearly eight in 10 managers in finance and accounting worry about resignations from their team.
August 2, 2022
The Independent Contractor Dilemma
Gig economy companies classifying their workers as independent contractors continue to face lawsuits, state action, and federal agency enforcement