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.
March 29, 2022
How Featured Snippets Can Get You On Page 1 of Search
If you’ve been using search engine optimization (SEO) to land on page one of Google, you know it takes time…a long time. I often tell clients it’s a marathon, not a sprint. If you want quick results, buy ads.
March 29, 2022
4 Practice Management Tips for 2022
A mainstay in larger firms, there’s plenty of reasons to use a practice management system in smaller firms as well. Designed to streamline workflow, practice management systems can also help you better serve your clients, including making it easier ...
March 23, 2022
Will the ‘Great Resignation’ Become the Great Shakeout?
Should we be concerned about the rising number of accountants leaving the profession? If one is paying attention, the alarm bells are sounding across the board, and it really hits home if you’ve had a personal experience being short-staffed.
March 23, 2022
How to Nurture Clients Through a Technology Change
Many firms have an aversion to change because clients are creatures of habit. Even if new technology can streamline operations and make it easier for clients to work with your firm,, there’s often hesitation before adoption.
March 22, 2022
Anders and Summit CPA Group to Merge
The merger brings together two strong and innovative organizations. Founded in 2002, Summit has been the pioneer of remote work in the accounting industry since 2013. By offering virtual CFO services including cash flow management, business tax ...
March 22, 2022
Grant Thornton Names New CFO
Zubor, a skilled executive with extensive finance and accounting experience, joins Grant Thornton after serving for eight years as the CFO of Katten Muchin Rosenman LLP, a global law firm headquartered in Chicago.
March 21, 2022
Will the ‘Great Resignation’ Become the Great Shakeout?
Should we be concerned about the rising number of accountants leaving the profession? If one is paying attention, the alarm bells are sounding across the board, and it really hits home if you’ve had a personal experience being short-staffed.
March 21, 2022
Advisory Services Continue to Grow in Accounting Firms
Globally, more firms are have created or are interested in creating a more diversified selection of services, looking beyond the tax season to offering a variety of advisor services such as forecasting, budgeting, and strategy for their clients.
March 21, 2022
Popper & Company Joins EisnerAmper
Founded in 1946 and based in New York, NY, Popper & Company LLP has 24 professionals and staff serving clients in the New York metro area, Florida, California, Texas and other states. Popper & Company provides sophisticated tax planning, tax compliance...
March 14, 2022
What Offering CAS Can Mean For Your Firm
CAS is one of the fastest-growing revenue-generating segments for accounting firms. In fact, 42% of accounting firms now offer CAS. Along with increased revenue, CAS services can help firms improve client relationships and work fulfillment.
March 14, 2022
Julie A. Dee Joins BKD as Partner in Chicago
Dee has more than 25 years of public accounting experience. During her career she has provided federal and international tax services to privately held corporations, partnerships, individuals and nonprofit organizations.
March 14, 2022
Positive Reviews: The Power They Hold and How Firms Can Get Them
The best way to get reviews from your customers on the platform you prefer is to ask them. If you notice a particularly happy client, don’t be afraid to ask. On the other hand, avoid requesting reviews from anyone who has had any recent, unresolved ...