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 27, 2017
Protect Your Firm and Clients with Multi-Factor Authentication
Authentication is simply a process that verifies a user’s identity. The most common form of authentication is a password, but given the rise of tax-related identity theft and phishing schemes that accounting firms face, a password is no longer enough ...
June 27, 2017
June 2017 Firm Management Channel
With the current break-neck pace of software and technology we can often overlook the fact that "the cloud" is really just outsourcing. The term "cloud" is simply a catch-all term for subscription-based services running on someone else's network.
June 26, 2017
Apps We Love: Communicating!
How do you communicate with your clients and your co-workers? If you’re still relying on the telephone, you’re probably finding that many of your colleagues prefer to connect with you in more modern ways. Even email is taking a backseat to many of the ...
June 26, 2017
How Women Leaders Can Change the Workplace
As women have taken on greater leadership roles in the business world, it’s paid off for both them and business.
June 26, 2017
Ken Kelly Named Chair of Maryland CPA Society Board
Kenneth Kelly, CPA, CGMA, a former senior vice president and controller for S&P 500 spice giant McCormick and Company, has been named chair of the 2017-18 Board of Directors of the Maryland Association of CPAs.
June 26, 2017
Conference Vibes: The Participation Factor
I travel to a lot of conferences in and related to the accounting profession: national, state, local, user – some are large (the largest was last year’s Sage Summit which touted 15,000 attendees), some are quite small (150 is about the smallest I’ve ...
June 23, 2017
How to Build a Successful Curriculum for Your Firm
As advancing technology and generational shifts transform the accounting profession, forward-thinking firms who are looking to attract and retain top talent are increasingly recognizing the value of a comprehensive learning curriculum.
June 20, 2017
Is Mandatory Retirement Legal?
Laws seem to be moving towards making mandatory retirement illegal due to age discrimination. Can CPA firms still safely provide for mandatory retirement in their partner agreements?
June 19, 2017
Goodbye Casual Friday: Almost Every Day Is Becoming Casual
Don't expect your accountant to be sporting a tie or business suit. Workplace attire today is trending casual, even for historically more buttoned-up accounting and finance professions.
June 16, 2017
Professionals on the Move – June 19, 2017
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
June 15, 2017
How Accounting Firms Can Turn Leads into Clients
Most accountants didn’t go to school for sales, marketing or business development, yet these non-technical, soft skills have become an essential part of the professional’s role, especially for those who are on the partner track.
June 15, 2017
What Should Keep Entrepreneurs Up At Night?
Security and privacy should keep entrepreneurs up at night. Jim Bourke, CPA.CITP, CGMA, the Managing Director of the Advisory Services group at Withum and a CPA Practice Advisor Thought Leader, talks about how an accountant can assist businesses in safeguarding these issues. For more on Jim, please visit https://www.withum.com/partner/james-c-bourke.