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.
October 24, 2016
Winner of Global Firm of the Future Announced
From the Accountant Mainstage at the third annual QuickBooks Connect, Intuit Inc. has crowned 24hr Bookkeeper the winner of the 2016 Global Firm of the Future contest, awarding the firm a $15,000 USD cash prize and year-long bragging rights as the ...
October 24, 2016
Specialized Services for Accountants Serving Retail Businesses
Each month we explore the advantages and intricacies of developing and growing a niche practice. This month we're examining what it takes to serve the niche of retail sellers.
October 24, 2016
Expensify and Zenefits to Streamline Expense and HR Needs for Accountants and Small Businesses
The Zenefits-Expensify integration automatically creates Expensify accounts for all new employees in Zenefits, pulls in new and existing employee information, removes former employees, and updates approval workflows instantly from Zenefits to Expensify.
October 24, 2016
Kentucky-Based Baldwin CPAs to Merge in Humphrey & Co.
Baldwin CPAs is expanding its presence in central Kentucky by merging in Humphrey & Co., PLLC in Lexington. The firm currently has an office in Lexington, KY. By merging with Humphrey & Company, the firm will expand their existing presence by adding ...
October 24, 2016
Ohio Accounting Firm Joins CPAsNET
CPAsNET is a leading consortium of independent accounting firms that represent more than 100 partners, 300 professional associates and 500 employees. CPAsNET’s global reach represents more than 120 firms in 93 countries all over the world.
October 24, 2016
Integrated Accounting Firm Technologies Lead to Client Satisfaction
What are the key components to client satisfaction? And what are the key attributes that clients look for when choosing an accounting firm? These are some of the key questions analyzed in the 2016 Wolters Kluwer Tax & Accounting survey and white ...
October 21, 2016
Is Your Technology Planning Process in Alignment?
The fact that technology is part of everything we do to run our firms and serve clients is why your Chief Information Officer (CIO) or technology leader should have a seat at the management table. To truly align the technology plan, the leader ...
October 21, 2016
Professionals on the Move – October 21, 2016
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
October 20, 2016
How Accounting Firms Benefit From Moving to Client Portals
As more people of all ages rely on mobile apps and devices to manage their daily tasks, online portals are becoming an effective method of sharing and exchanging files and information. They support two-way communications in a simple, secure format ...
October 20, 2016
Is the Cloud Still Hazy for Accounting Firms?
What works best in the cloud? Some would simply say everything. During August at multiple conferences I heard presenters make claims that if you weren’t completely in the cloud, you were “missing out” and “foolish”. While listening to the presenters ...
Technology October 20, 2016
Building Her Business Her Way… With Experience, Empathy and Understanding
Like many firm owners, Karla Dennis, EA and owner of Karla Dennis and Associates, Inc., started her career in corporate America. She was a tax supervisor overseeing a team of eight employees and clocking major hours. When she decided to start a family ...
October 19, 2016
How to Prepare Millennials for Leadership Positions
While all generations share some characteristics and goals, millennials self-report specific values, ambitions, experiences and motivators. If you want to develop your millennial staff into finance leaders — or even to recruit and retain the best and ...