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 10, 2018
Focus on Billable Hours Drives Millennials Away
The point of this article isn’t the age old question of billable hours vs. value pricing. The focus today is the value our people provide to our firms and how we measure that value in a way that doesn’t drive them away.
September 10, 2018
Making Change Personal
The concept of personal preference is an integral part of everything we do with firms. Personal preferences have a negative impact on morale and overall process efficiency. They impact internal customer service, and we all know we can’t provide ...
September 10, 2018
September 2018 Firm Management Channel
Building a World-Class Marketing Culture in Your Firm – Part II This article continues the series on creating a world-class marketing culture in your firm. In Part 1, we explored the definition of marketing and its centrality in the life of a firm. In Part 2, we examine the firm’s brand—what it is, what it...…
Firm Management September 10, 2018
Cast a Wide Net When Angling for Aquaculture Clients
If your firm is focusing on the fishing industry vertical, accessing these potential clients requires a diversified, marketing tackle box. In fact, according to the 2017 Labor Force Statistics, nearly 25 percent of the employees in this industry are women, which could be a new niche for your firm that could suggest a different approach...…
September 10, 2018
The Value of Big Data in an Accounting Firm
Big data has become a buzzword in the accounting profession, but like other trending topics such as blockchain, AI and machine learning, it’s one that CPAs really need to understand.
September 7, 2018
Oregon Accounting Firm Jones & Roth Joins PrimeGlobal
The Oregon accounting firm Jones & Roth has joined PrimeGlobal‘s North America region. Founded on a commitment to make a positive impact in the lives of their clients, employees, and the community, Jones & Roth is recognized as one of Oregon’s most trusted CPA firms. Jones & Roth services span the areas of tax, audit...…
September 4, 2018
How to Ace Onboarding for Client Accounting Services Clients
Having a formal onboarding process for moving clients to a CAS program helps minimize the challenges that accompany this change.
September 1, 2018
Client Accounting Services – What Is It, Really?
Leaders in CPA firms across the country agree that Client Accounting Services (CAS) is an emerging, growing and profitable opportunity. In fact, it is one of the fastest growing new revenue segments of many Top 100 Firms, but it is relevant and ...
August 30, 2018
Why Accounting Firms Should Niche in the Medical Marijuana Industry
All medical marijuana growers and dispensaries have very specific accounting requirements and are need of qualified Accountants and Bookkeepers to help them stay compliant as well as stay on top of their cash flow, inventory management, and ...
August 29, 2018
Why Your Firm’s Business Development Efforts Fail
Every firm needs to attract new clients and most firms in the country tend to have one partner who seems to have a natural gift of bringing in new clients. That person is your rainmaker. Everyone else at the firm maintains a client relationship and ...
August 28, 2018
The Top Cyber Risks to Accounting Firms Come from Inside the Firm
When thinking of cyber risks, most accounting firm leaders think about threats from hackers. But the threats that are most likely to affect the firm are also the ones that the firm has the most power to prevent.
August 24, 2018
San Francisco CPA Firm Gives Back to Community
The SF-Marin Food Bank feeds 225,000 people each year. Thirty-thousand families receive healthy groceries at more than 260 pantries in the Bay Area. SD Mayer & Associates staff will sort produce and pack boxes that will be delivered to local pantries.