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.
Firm Management June 30, 2022
DeMarco Sciaccotta Wilkens & Dunleavy Joins Eide Bailly Alliance
Based in Frankfort, Ill., DeMarco Sciaccotta Wilkens & Dunleavy LLP has been serving clients since 2009, particularly in the broker-dealer space and...
Firm Management June 30, 2022
Carr, Riggs & Ingram (CRI) Merges in Austin-Based Accounting Firm, Pharr Bounds, LLP
In addition to providing full-service accounting services such as accounting and auditing, tax, advisory, and client accounting services, the firm operates seven portfolio companies ...
Firm Management June 29, 2022
Sikich Awards Three Accounting Scholarships
Accounting and professional services firm Sikich has announced the recipients of its 2022 James A. Sikich Visionary Scholarship.
Firm Management June 29, 2022
Professionals on the Move – June 2022
Professionals on the Move is a round-up of recent new hire and staffing announcements in and around the accounting space.
Accounting June 28, 2022
EY Nailed With Record $100 Million Fine From the SEC For Ethics Exam Cheating
EY will have to pay a $100 million fine after it was revealed today that hundreds of the Big Four firm’s auditors had cheated on mandatory ethics exams ...
June 27, 2022
NABA Announces $1M CLA Foundation Grant to Grow Black Talent in Accounting
NABA’s Pathway to College program is designed to support Black high school, community college, and Historically Black Colleges and Universities students’ pathway into the public accounting and advisory profession, offering work experience along the ...
June 25, 2022
Teamwork Makes the CAAS Dream Work
A strong CAAS practice includes three elements: people, processes, and technology. Hopefully, you’ve established a strong internal team with efficient training and processes already. The third and equally critical element to the success of a thriving ...
June 22, 2022
How to Set Business-Driving Goals with Your Clients
Good communication between CPAs and their clients is essential when crafting business-driven goals. CPAs and their clients should be a team, working together with a shared vision. Be clear with clients about what they want to achieve, and help them ...
June 22, 2022
Creating Your Path to Advisory Services
The path to advisory services is a journey that is likely a multi-year adventure for firms to test out the process with their clients and continue building and scaling year-over-year. A lot of firms already offer one-off planning advice to clients ...
June 22, 2022
Three Ways Accountants Can Surpass Customer and Prospect Expectations with Technology
With the nature of accountants’ work skewing toward ‘very busy’ each year-end and in the spring, finding new revenue opportunities is understandably pushed to the bottom of an accountant’s priority list until the slower summer months. Don’t let the ...
June 22, 2022
ITA Doubles Down on CAS at 2022 Spring Collaborative
The Information Technology Alliance (ITA), an independent membership association of leading mid-market technology professionals, consultants and product/service providers in North America, continued to expand its Client Accounting Services (CAS) track ...
Firm Management June 21, 2022
Report Shows Trends Affecting Firms
Practice management is the heart and sole of an accounting firm, handling everything from initial client contact to managing workflow, to properly tracking hours and billing clients. When asked, here’s what respondents said were their biggest practice management challenges in 2021.