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.
November 15, 2018
Marcum CIO Scavuzzo Named Technology Leader of the Year by LEA Global
Scavuzzo was recognized for leading Marcum’s digital transformation and his advocacy of leveraging technology to ensure the firm maintains long-term competitiveness in a rapidly accelerating technology landscape.
November 15, 2018
HHM CPAs Acquires Memphis Accounting Firm GWW
The acquisition brings HHM’s employee total to 155, including the 30 team members in the Memphis office. All GWW’s employees were retained in the merger. Both Wildman and Grisham joined HHM as directors and will work diligently to provide a seamless ...
November 13, 2018
Adjusting Your Technology Expectations
Has your firm utilized technology to its fullest capacity to provide the highest quality service to your clients? Is your firm able to successfully attract, retain, and engage top talent due to your strength with technology? If so, you can stop ...
November 13, 2018
Program Propels Women Toward Partner Track at Accounting Firm
The nationwide Accounting MOVE Project, an annual report that has compiled and analyzed data surrounding women’s advancement for more than 30 years, conducted an internal survey for Armanino LLP that showcased several areas of disconnect between men ...
November 13, 2018
How to Market Your Firm to Veterinary Clients
The trick to marketing to veterinarians is to develop and share quality content along with information about your proven services. Sounds simple, but it can quickly go to the dogs if mismanaged. Here is a multi-pronged approach to aid in branding, to ...
November 12, 2018
Saving Time and Building Value By Leveraging the Cloud
For many accountants, value pricing sounds like a great way to boost a firm’s bottom line. However, many firms have not been able to experience the benefit; in fact, many have found that despite its promise, value pricing had a limited application ...
November 12, 2018
Defining Personal Success
More often than not, our goals are something tangible. At one point in my life, making partner in my firm was the ultimate goal — the epitome of success I’d been working toward my entire life. However; I found throughout my career, I have pivoted ...
November 8, 2018
Why Most CPA Firms Never Make it to the Second Generation
The short answer is that CPA firms stink at succession planning. Firms’ entire operations are geared to maximizing short-term profits, focusing on today at the expense of tomorrow. Evidence of this is the following: A 60 year-old sole practitioner wants to sell her firm and work eight more years. She has revenue of $1M and...…
November 6, 2018
CLA Acquires Texas-Based Accounting Firm MWA
MWA is a team of highly motivated CPAs, business advisors, and accountants serving fast moving, growing, successful people. Through a focus on client service and the delivery of enhanced accounting and advisory services to the community in Dallas-Fort ...
November 1, 2018
EY Adds Digital Learning Organization to Firm
Ernst & Young LLP (EY) announced today that the 52 professionals of NogginLabs have joined the EY People Advisory Services practice. This new team significantly expands EY’s resources providing digital learning and training services to clients.
November 1, 2018
How to Increase the Odds of a Successful Accounting Firm M&A
Although corporate mergers and acquisition activity continues to set new records, according to the Harvard Business Review the failure rate exceeds 70%. Why? Because companies, including CPA firms, “…that focus on what they are going to get from an ...
October 30, 2018
Revving Up Referrals: How Small Tax Firms Can Boost Referrals
Persuading others to vouch for your services may not be as difficult as you think.