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.
September 18, 2019
Accounting Firm Launches New Business Valuation Practice
Windham Brannon’s business valuation practice will offer the intellectual resources of the firm’s professionals as well as a full suite of services including strategic financial management, back-office accounting, tax services and more.
September 18, 2019
Professionals on the Move
Professionals on the Move is a roundup of recent accounting firm leadership and staffing announcements.
September 17, 2019
BQE and Stripe Partner for ePayments
BQE Software Inc. and Stripe have partnered to help professional service firms get paid faster via online payment solution with automated posting to BQE Core accounting.
September 17, 2019
Deloitte Reports Record $46.2 Billion In Revenues for FY 2019
In FY2019, Deloitte increased its workforce to approximately 312,000 professionals, a 9 percent increase. Growth occurred across all regions, with more than 90,000 professionals hired.
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September 17, 2019
The Carrot and the Stick
Conventional wisdom suggests the carrot has worked in the past, and young staff accountants devote their careers to chasing the carrot, angling to become a partner.
September 17, 2019
The Perfect Taco – What It’s Like To Work At Accounting Firm Armanino
Building the perfect taco takes a mixture of the finest ingredients, brought together to create a complex flavor profile. What does a perfect taco have to do with the accounting and consulting firm Armanino?
September 17, 2019
RSM Acquires Florida Accounting Firm Gregory, Sharer & Stuart
This transaction expands RSM’s growing presence in the broader Tampa Bay market—where RSM has an office located in downtown Tampa—and adds more than 60 professionals to the broader Tampa Bay team, as well as an office in downtown St. Petersburg.
September 17, 2019
To Text (or Not To Text) Your Clients
In the business communication classes that I teach, I’m often asked how we accountants should respond when clients want to communicate with us via text messaging. Sometimes this question falls directly down generational lines ...
September 16, 2019
2019 Review of Document Management and Document Storage Systems
How many times have you or your staff misplaced a document lately? Perhaps you were positive it was on your desk, but you suddenly realize it’s nowhere to be found. If you’re one of the lucky ones, you found the document in question later that day...
September 16, 2019
2019 Review of SmartVault Document Storage
SmartVault offers secure online document storage, and is a good fit for businesses and accounting firms of any size. The product is scalable, with plans available for small to enterprise level users. Along with online document storage, SmartVault ...
September 16, 2019
2019 Review of OfficeTools WorkSpace
OfficeTools WorkSpace Document Management System (DMS) is part of OfficeTools, a complete suite that combines CRM, project tracking, and time and billing into a single interface. Best suited for small to mid-sized firms that are seeking an ...
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September 16, 2019
2019 Review of AccountantsWorld Cloud Cabinet
Like all AccountantsWorld applications, Cloud Cabinet is cloud-based, allowing staff to access and store documents from any location. The application supports all file formats including Microsoft Word, Excel, and PowerPoint, TXT files, QuickBooks ...