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.
July 5, 2021
3 Tips to Successful Client Advisory Services
Prior to starting or expanding client advisory services, you may want to perform a quick check-up of your existing technology. While automation is always important for CPA firms in general, it becomes a vital component when you begin to offer ...
July 2, 2021
BPM Acquires Accounting Firm Gumbiner Savett
BPM LLP, one of the 50 largest public accounting and advisory firms in the country, has acquired Gumbiner Savett Inc., a full-service accounting and consulting firm headquartered in Santa Monica, effective July 1, 2021. Existing Gumbiner Savett clients...
July 1, 2021
How a Hybrid Work Model Can Help Your Team in the New Normal
The last year-plus has been tough on everyone, so don’t be surprised if your employees are worried about returning to the office — in whatever form it takes. This is where leadership matters. Go to your team with a clear plan and a positive ...
June 30, 2021
Expand Your Practice with Advisory Services
If you’re looking for ways to expand your practice, adding advisory services is a great place to start. When coupled with annual tax planning and preparation services, the addition of advisory services can benefit both your clients and your firm...
June 30, 2021
4 Essentials of Process Improvement
Process improvement shouldn’t be something you did; it should be something you’re doing. It demands continuous improvement — always looking at how your processes could be better. Technology, client demands and even the expectations of our internal ...
June 29, 2021
Moss Adams Acquires The Cadence Group
Moss Adams, one of the largest accounting, consulting and wealth management firms in the nation, has agreed to acquire The Cadence Group, a risk management and advisory firm. Effective August 1, 2021, 75 professionals from The Cadence Group, including ...
June 28, 2021
AI’s Growing Influence Over CPA Services
With change to any industry comes new opportunities and threats. How you and your firm navigate the pros and cons of innovation will ultimately determine your success.
June 22, 2021
Pros on the Move – June 2022
Professionals on the Move is a round-up of recent promotions, staffing changes, and achievements in the profession.
June 21, 2021
6 Effective Strategies for CPAs to Build Trust with Clients
The nature of accounting professionals’ services is constantly changing in today’s world. This creates a need for trust, relationships, and professional ethics that have never been greater.
June 18, 2021
Moss Adams to Acquire Ryan & McDonald LLP
Moss Adams, one of the largest accounting, consulting and wealth management firms in the nation, has agreed to combine with Ryan & McDonald LLP, a public accounting firm located in Salinas, Calif.
June 16, 2021
BerryDunn Announces New CEO and Managing Principal
BerryDunn, a full-service assurance, tax, and consulting firm headquartered in Portland and serving clients nationwide, announced that Sarah L. Belliveau will be its next CEO and Managing Principal. Belliveau, who currently leads the firm’s Not-for-Profit Practice, was selected after a rigorous internal process shepherded by an 11-member internal Selection Committee and an outside consultant that began in July 2020. Belliveau succeeds John Chandler, who has led the firm since 1999. As part of BerryDunn’s succession and...…
June 16, 2021
Mindset Shifts That Lead to Positive Business Outcomes
In the tax and accounting profession, it’s natural for us to focus on the concrete - the numbers, the client emails and calls, the compliance forms, etc. What may be less natural to some is making soft skills just as important.