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.
July 30, 2018
3 Ways to Stop Competing on Pay for Top Talent
One of the top challenges business executives face today is finding and retaining the best and brightest employees in their industry.
July 30, 2018
BDO Acquires Tech Firm SWC Technology Partners
SWC specializes in the technology solutions that match the needs of midmarket organizations, including managed services, data analytics, cloud computing and custom application development. This encompasses infrastructure solutions such as unified ...
July 27, 2018
What is GDPR and Why Do Accounting Firms Need to Know?
GDPR went into effect on May 25. According to Stan Sterna and Ken Mackunis of AICPA|Aon, here are some questions and actions CPA firms should consider.
July 25, 2018
Smith & Howard Announces New Managing Partners
Smith & Howard, an Atlanta accounting and advisory firm, announces today a leadership transition plan that includes the appointment of Sean C. Taylor as Managing Partner, effective January 1, 2019. Taylor assumes the role from long-time Managing ...
July 24, 2018 Sponsored
Are You a Firm of the Future?
The call for entries is open through August 12, 2018 at 11:59 PM Eastern. Any bookkeeping, full-service accounting, and/or tax firm based in Australia, Canada (except Quebec), the United Kingdom, the United States and, for the first time, India are ...
July 24, 2018
July 2018 Firm Management Channel
Firm Management Social Media: Can Your Receptionist be a Profit Center? Firm of the Future.https://bit.ly/2KaA6JS 3 Steps to ID and Fix Bottlenecks in Firm Workflow. Thomson Reuters Blog.https://tinyurl.com/yaeo9enl What a Great Succession Plan Looks Like. Rosenberg Blog.https://bit.ly/2KpRNkL Benchmarking Your Firm Against Others. Karbon Blog.https://bit.ly/2KkmE5z 3 Tips to Help Clients Through Hurricane Season. AICPA Insights.https://bit.ly/2KaNL3N...…
July 19, 2018
How to Build a World-Class Marketing Culture in Your Firm – Part I
There is no shortage of articles that provide guidance on how to develop a marketing program for firms. But what’s not being discussed currently is the concept of culture. Beyond standard tactical tips, it’s critical to first understand the broader idea o
Firm Management July 18, 2018
Cool Marketing Tips to Draw in HVAC Clients
Summer is an HVAC business’ busiest time of year. With that in mind, you have to think outside the box to reach your busy clients and prospects. What’s an accountant to do?
July 18, 2018
3 Mindfulness Myths Debunked
As a culture, we have the tendency to be incredibly skeptical of any concept or idea that comes with the promise of improving our inner lives, especially if it’s rooted in a religious practice or delivered by self-proclaimed self-help gurus.
July 18, 2018
Accountants as Advisors
The compliance task is still a necessity, but as the recent changes in the tax code and the resulting postcard sized tax return illustrate, much can be done automatically. Fewer individuals will need to itemize and will consider doing their tax ...
July 17, 2018
Every CPA Firm Needs to be a Security Company
CPA firms are also once again changing. For many, the first customer facing technology may have been offering self-service options to extend back office functionality. Electronic invoicing and collections are two early examples that date back to the ...
July 17, 2018
Why Vacations Are Good For You – and Your Team
Love going on vacation but worried about taking time off? You’re not alone. The majority of workers in a recent Accountemps survey said they typically check in with the office at least once or twice a week during their vacation.