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 9, 2021
Finance Employment Trends in the COVID-19 Era
There’s no question that the COVID-19 pandemic has redefined how we work and caused accounting and finance managers to rethink their recruitment, staffing and retention strategies. The changes may have been sudden, but many of them are ultimately ...
March 9, 2021
5 Reasons to Conduct a Retreat in 2021
Many CPA firms conduct annual retreats to keep them on track. With the pandemic, more firms need to consider holding a retreat to help them prepare for their future. Taking into account what we’ve learned over the past year, here are five reasons to ...
March 9, 2021
Apps We Love – March 2021: Games
We know you don’t work 24/7, even though sometimes it seems like it. When you take off your work hat, do you put your phone aside, or do you wind down by playing a few games? This “Apps We Love” article focuses on games, and the members of the ...
March 9, 2021
BKS Acquires Indianapolis Firm Hamernik
The national accounting firm BKD CPAs & Advisors has acquired Hamernik LLC, an Indianapolis-based consulting firm specializing in restructuring and business advisory services, effective March 1, 2021.
March 8, 2021
Breaking Up is Hard to Do: When to Part Ways With a Bad Client
So how do you know when it’s time to break up? We’ve compiled a list of some common high-risk client categories, along with some tips to help mitigate your potential exposure, short of ending the ...
March 8, 2021
Shelly Weir Appointed President & CEO of FICPA
In her role at the American Hotel & Lodging Association, Weir designed and executed programs that delivered career advancement opportunities and competency attainment for professionals in the hotel sector in order to strengthen the lodging industry ...
March 8, 2021
4 Keys to Successful Technology Planning
Technology is ingrained in virtually everything accountants do to run their firms and serve their clients. To take advantage of opportunities and position your firm for long-term growth, you need a good technology plan. When most of the firm is focused...
March 5, 2021
AICPA Comments on Proposed Regs to Establish User Fee for Requesting IRS Tax Closing Document
The closing letter is issued to an executor of a decedent’s estate for which a Form 706, U.S. Estate (and Generation-Skipping Transfer) Tax Return, or Form 706-NA, United States Estate (and Generation-Skipping Transfer) Tax Return ...
March 5, 2021
Anchin, Block and Anchin Opens Long Island Office
Anchin has long-served clients on Long Island and this new location will enable closer proximity to an increasing number of Anchin's clients, including high net worth families and individuals served by Anchin Private Client, throughout Long Island.
March 5, 2021
Edge Marketing Expands CMO Offering for Legal and Accounting Firms
Edge Marketing has long provided executive-level communications and marketing advisory services for clients seeking more than management or tactical support for PR or marketing. The agency’s fractional CMO services reflect the expansion of this ...
March 5, 2021
Sole Proprietor Businesses Hurt By PPP Deadline and SBA Guidance, Says AICPA
"We strongly urge the SBA to revise its guidance to be retroactive and to extend the PPP application window by at least 60 days so everyone, including lenders, small businesses and the CPAs who advise them, has enough time to adapt to changing ...
March 4, 2021
How to Increase Your Fees with Current Clients
Make a list of all the services you’ve been providing for your client. This will give you a more precise look into how much work you put into your service. Have you recently expanded your practice to incorporate new services? If the answer is yes, then...