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.
May 22, 2017
Apps We Love: Insurance Tools
When you’re thinking about your insurance needs, where do you turn? We wondered if there were apps to help us and started doing some research. Here’s what we found, with the help of some of our members of the CPA Practice Advisor community.
May 22, 2017
Spring Cleaning and a Fresh Start
It’s Spring and that gets me thinking about renewal, growth, and change. I’ve been engaged (in what spare time I can find) in a spring cleaning project that includes inventorying my books and also the boxes that are stored in our attic.
May 19, 2017
Tallie CEO Joins Firm Management Startup LISCIO
Chris Farrell, the founder and CEO of expense management software maker Tallie, has joined LISCIO as COO.
May 19, 2017
Important Components of a Professional Liability Insurance Policy
Covered and excluded services- Ensure that your policy contains no limitation to fees, areas of practice and or persons covered. You want to ensure coverage for a broad variety of professional services and persons that work for you. Coverage must be full tort (not restricted to negligence). Claims coverage – Make sure that this covers...…
May 19, 2017
Professionals on the Move – May 19, 2017
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
May 18, 2017
Flow of Information a Tough Challenge for Consulting Firms
Two thirds of consulting firms say that landing new business is one of their biggest challenges, according to a new survey from software firm Bluescape (www.bluescape.com), and that receiving necessary information existing clients was almost as hard, ...
May 18, 2017
The Top Myths About Remote Work And How To Overcome Them
In a previous column, I talked about an important part of creating an environment within your accounting firm where everyone can thrive: allowing opportunities for remote work. When thinking about remote work, this can apply to either an associate who works solely at home or one who works remotely when needed. Even though demand for...…
May 12, 2017
Key Issues in Partner Agreements that Accounting Firm Partners Should Check Out
So, you’re a Young Turk at your firm and the MP just told you “congratulations – we’re promoting you to partner!” After you celebrate and come down to earth, you need to do a little research. There are many issues that a new equity partner should give thought to and check out upon being promoted...…
May 10, 2017
Armanino Acquires HR and Financial Staffing Firms
Armanino LLP, one of the top 25 largest accounting and business consulting firms in the U.S., today announced deals to acquire Team Jenn Corp and integrate The Brenner Group to its growing outsourced financed & accounting practice.
May 10, 2017
TSheets Increases Billable Time with QBO Integration
TSheets, a developer of time tracking software, today announced a deeper integration with Intuit’s QuickBooks Online designed to deliver accurate payroll and invoicing – without the manual entry. Customers will now be able track billable time against customers, services, employees and more, as well as easily review, edit and approve time straight from within QuickBooks...…
May 8, 2017
7 Website Tips to Drive Real Accounting Firm Growth
If you’re like the majority of accounting firms, most of your new business comes from networking and referrals. This is perfectly normal—referrals are marketing gold, and always will be—but be careful not to lean on them too much.
May 8, 2017
10 Tips for Firm Strategic Retreats
Another tax season is over and many CPA firms are turning their attention to scheduling their annual planning retreat. If you're not one of them then I encourage you to become one; planning retreats are a critical part of firm management and strategy.