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.
Technology February 7, 2017
How Accounting Firms Can Advance to a High Caliber Client Experience
The client experience is at the center of every astoundingly successful business. Statistics don’t lie: a recent survey by Gartner revealed that 89% of companies now expect to compete mostly on the basis of customer experience (versus just 36% four ...
February 3, 2017
So. California Accounting Firms Merge
By joining Haskell & White, one of Southern California’s largest independently owned accounting, auditing and tax consulting films, the clients of Katherman Kitts & Co. will gain access to Haskell & White’s superb team of professionals and numerous ...
February 3, 2017
Nebraska Accounting Firm Lutz Acquires McDermott & Miller
Selected offices of Nebraska based accounting firm McDermott & Miller will be joining forces with the accounting and business solutions firm Lutz. The transaction is expected to be effective May 1, 2017 and the combined firm will retain the Lutz name.
February 1, 2017
Accounting Firm Horwich Coleman Levin, LLC joins Wipfli LLP
Wipfli LLP (Wipfli), one of the top 20 accounting and consulting firms in the United States, announced that downtown Chicago CPA and advisory firm Horwich Coleman Levin, LLC (HCL) has joined the firm effective February 1. This combination marks ...
January 31, 2017
Professionals on the Move – February 2, 2017
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
January 31, 2017
Survey Shows Average Fees for Accounting & Tax Firm Services for 2017
Firms reported that on average 57.3% of gross income comes from tax-return preparation, 15.4% from write-up work, 8.9% from payroll services, 7.0% from tax services, 3.6% from QuickBooks/bookkeeping, 2.6% from financial statement presentation ...
January 31, 2017
5 Reasons To Go Paperless This Tax Season
As tax season approaches, businesses of all sizes should be reevaluating workflow practices to improve office operations, efficiency, and profitability. Electronic document management can create quick wins on an organization’s balance sheet, lower ...
January 30, 2017
Professional Liability Insurance for Accountants and Accounting Firms
The Herbert H. Landy Insurance Agency, Inc. has been a national leader in providing Professional Liability Insurance and Errors and Omissions (E & O Insurance) since 1949. We offer coverage through some of the finest, most financially-sound insurance companies to assist our clients in obtaining the best combination of coverage and cost to fit their...…
January 27, 2017
Accounting Firm Helps Tribes with Compliance
Joseph Eve CPAs continues to expand the list of tribal and commercial casinos who are enrolled in the firm’s JE University program. Now, the firm has welcomed Washington state-based 12 Tribes Colville Casinos (12 Tribes, Mill Bay, and Couklee Dam ...
January 25, 2017
3 Steps to Ensure Data Privacy
When taking steps to protect online privacy, companies shouldn’t overlook documents that transition between paper and digital formats during their lifecycle. In particular, those transition points, such as document scanning and printing, can ...
January 25, 2017
Accounting Firm Develops Alternative Work Arrangement with Flexible Time Off System
The goal of the AWA is to eliminate the mystery surrounding flexible work hours and scheduling, formalizing the flexibility that is already practiced at Friedman.
January 25, 2017
2017 Review of CosmoLex Legal Practice Management
CosmoLex is designed to simplify practice management for the law office. Offering a comprehensive practice management solution, CosmoLex also combines business accounting functionality with trust accounting capability. 100 percent web-based, CosmoLex ...