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.
December 29, 2020
The 3 Biggest Lessons From COVID-19 for Accounting and Finance Pros
This has been a year of unprecedented disruption and change, a lot of which will still be with us in the new year, as well. Remote work, for example, isn’t going anywhere. So organizations should be looking to proactively invest in tools and systems to...
December 29, 2020
How a Domain Name Change Impacts Search Rankings
You may have heard some buzz about the top-level domain “.CPA” promoted by the AICPA. It’s an exciting thought, but how might it impact your firm?
December 29, 2020
Reviews of Hosting Systems for Accounting Firms
As we all are dealing with the near universal push to remote in 2020, everyone has had to figure out overnight how to work virtually or remotely, and, for some, their tech stack made this conversion.
December 28, 2020
Accounting Firm Donates 140 Computers to Maine Teachers and Students
As one of the largest accounting and advisory firms in northern New England, Baker Newman Noyes routinely upgrades its technology inventory for security and efficiency purposes. Since the start of the COVID-19 pandemic, BNN has donated more than 140 ...
December 28, 2020
Robert Pike, CPA, Selected to Join NUCA Texas Board of Directors
Whitley Penn Tax Senior Manager, Robert Pike, CPA, has been selected to join National Utility Contractors Association (NUCA)Texas Board of Directors Board of Directors for a 1-year term (2021-2022).
December 28, 2020
AICPA Offers PPP Lending Portals for CPA Firms, Explains New PPP Provisions
The AICPA and CPA.com have been advising firms to reach out proactively to hard-pressed businesses and begin collecting key documents such as 2020 revenue, monthly payroll amounts, and the like. There are several new provisions in the $310 PPP...
December 28, 2020
Mind-Bending: The Move From Accountant to Advisor in 2021
If 2020 were any indication, 2021 may come with its own fair share of surprises. By sharpening our mental flexibility, we can be ready for what comes next and to reach farther, more easily and quickly. Just like we practice touching our knees, then our...
December 28, 2020
Companies Agree: High Growth Means Automation
Contrary to what many might expect, the pandemic has done little to damper optimism about growth at most companies. From right before the pandemic hit to today, accountants, bookkeepers, and companies in general continue to have a positive outlook for ...
December 28, 2020
What 2020 Taught Us About Remote Work
There is no bigger takeaway from this year than that cloud-enabled software is vital for modern businesses. The cloud has always been billed as allowing you to work from any device, at any place, at any time.
December 23, 2020
3 Tips for Accounting Firm Client Onboarding
Your work doesn’t stop with getting a prospect to say “yes.” The next thing to do is to help them become comfortable with your service as quickly as possible; you need to satisfy them by providing an excellent customer experience.
December 22, 2020
Accounting Firm Buchbinder Tunick Acquires Iwanczuk
The move adds two Partners, Michael Iwanczuk and Mario Iwanczuk, to Buchbinder’s leadership team. They will continue to serve clients out of their current office in Columbia.
December 21, 2020
2020 Reviews of Website Builders for Accounting Firms
Keep your clients engaged and informed, and get your potential clients interested in your firm by creating a website that visitors will happily visit on a regular basis.