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.
June 18, 2020
Practice Management in a Future-Ready CPA Firm
Has your firm committed to aligning people, processes and technology? Are you positioned to meet the leadership challenges of the future? If so, congratulations! If not, it’s time to get started!
June 17, 2020
BDO Acquires Nevada Accounting Firm PBTK
BDO USA, LLP, one of the nation’s leading accounting and advisory firms, has acquired the firm of Piercy Bowler Taylor & Kern, CPAs (PBTK), which serves clients in Las Vegas, Reno and Salt Lake City. The arrangement is subject to customary closing conditions and is expected to be completed on July 1. The firm’s nine...…
June 17, 2020
Summer Challenge – A Video Marketing Campaign
Reflect for a moment on how much video content you consume in a week. Is it none, only a few minutes, or possibly hours? According to Marketing Charts, by the end of 2020, nearly 100 minutes per day of video will be consumed in the U.S.
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June 16, 2020
Mazars USA to Open Dallas Office
Brad Leffler will lead the office and has 23 years of experience serving companies in a wide range of industries including retail and consumer products, energy, technology, and manufacturing and distribution.
June 16, 2020
How to Modernize Your Accounting Firm – Part I: Reshaping Client Relationships
Traditionally demanding tasks such as gathering client information or payment, have now become simple and streamlined. You may have to adopt new technologies, but the result is an improvement in client relationships and time savings for your firm.
June 15, 2020
3 Quick Tips to Make WFH Successful
Over the 20+ years I’ve worked from home, I have collected many techniques that might help you make it through this unusual time and even position you for a future of full time or at least part time working from home.
June 15, 2020
One Certainty in an Age of None: He Who Hesitates is Irrelevant
Instead of getting consumed with everything you don’t know, focus on the known variables. Going back to the example of the payroll protection program, recommend a course of action based on what you know today.
June 15, 2020
7 Steps to Safely Reopening Your Firm’s Office During a Pandemic
This is complicated stuff. There are federal, state, and local regulations to consider. The health and well-being of your employees is your top concern, obviously, but you also have to consider the health of your clients, your team's access to protective equipment, and your own legal liabilities.
June 15, 2020
How to Be Ready for the Next Crisis
The immediate need to support remote work has brought with it an increasingly complex and risky landscape in ensuring your firm’s data is safe. Thinking proactively about business continuity and disaster recovery now will ensure your firms data is ...
June 12, 2020
Advisory in the Age of Coronavirus
With clients scrambling to find the best way forward under immensely difficult circumstances, it’s important to do everything possible to help guide them through the process. Nobody has gone through anything like a pandemic before, so everyone is ...
June 12, 2020
Accounting Firms Prepare for the ‘New Normal’ with New Practice Areas
As we’re all aware, CFOs wear many different hats, and a CFO advisory practice reflects this variety. Tailored services include: executive guidance (strategic planning, financial planning, budgeting, modeling, forecasting and reporting); tax consulting; a
June 12, 2020
How to Implement an Effective Value Based Engagement System
If it were as easy as flipping a switch everyone would have done it already, and then I’d be writing about something way less interesting like the state of affairs with revenue recognition. But the transition to Value Based Engagements isn’t quite that...