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.
September 27, 2016
Wipfli Joins Chamber of Digital Commerce
The Chamber of Digital Commerce represents the world’s leading innovators, operators and investors in the digital asset and blockchain technology ecosystem, including start-ups, software companies, global IT consultancies, financial institutions and ...
September 27, 2016
Small Firms Face Big Challenges with Partner Compensation
The most difficult and complicated partner compensation scenario may surprise you – it’s firms with 2-3 partners. Why? Because regardless of the system used to allocate income, at the end of the day, each partner has to look the others in the eyes ...
September 27, 2016
SmartVault to Offer Digital Signatures
The digital signature solution, powered by RightSignature, offers users the convenience of requesting signatures on documents right from SmartVault. Customers can utilize the digital signature solution for all documents, including IRS forms 8878 and 8879.
September 27, 2016
Accounting Firm Grant Thornton Announces 2016 Revenues of $1.65 Billion
Grant Thornton LLP, the U.S. member firm of Grant Thornton International Ltd., has announced revenues of $1.65 billion for the fiscal year ended July 31, 2016. The figure, a record for the firm, represents an 11.4 percent increase year over year.
September 26, 2016
Bridging the Generational Divide in Accounting Firms
Whether you own an accounting firm or small business, or you simply manage or lead a team, you have many different types of people you work with. Though each of the generations certainly has its own style, overgeneralizing can be dangerous—and cause ...
September 26, 2016
A Practical Approach to CPA Firm Cyber Security
The cyber-threat landscape has evolved considerably over the last 5 years into something that most small CPA firms find overwhelming. And, if they don’t find it overwhelming they aren’t paying attention. Attacks are no longer just email viruses that ...
September 26, 2016
The Path to Process Improvement
Lean Six Sigma is a proven method for systematically eliminating actions that do not add value. While the methodology originated in manufacturing, the core concepts are successfully applied in accounting firms as well. Firms that complete Lean Six ...
September 24, 2016
Accountant’s Content Vault Offers Free Client Communications for CPA and Accounting Firms
CPAs and accounting firms now have access to a free solution that will help them implement a comprehensive and professional client communications program: The Accountant’s Content Vault (www.accountantscontentvault.com).
September 22, 2016
New Version of iManage Offers Enhanced Document Tools
One of the new features in Records Manager is a migration toolkit to assist customers that want to migrate from products like Autonomy Records Manager or OpenText Records Management, LegalKEY that have reached end-of-life or do not currently have a ...
September 22, 2016
Accounting Firm Partner Recognized for Work With Boys & Girls Club
The Boys & Girls Club of Central Orange Coast will honor Wayne Pinnell, managing partner of Irvine, Calif.-based accounting firm Haskell & White and his wife, Karen, with the prestigious DreamMaker Award at its annual Be Great Gala on Saturday, Oct. 8 ...
September 21, 2016
Is Your Firm Real-Time?
If you’re a CPA and you are serious about being the firm of the future, you should read Rob Nixon’s Remaining Relevant:The Future of the Accounting Profession. Rob is CEO of Panalitix, an Australian-based firm that uses cloud software to enable ...
September 20, 2016
Webcast Series Focuses On Strategies To Grow Accounting Firms
The American Institute of Certified Public Accountants (AICPA) and the Association for Accounting Marketing (AAM) have partnered to bring the practice growth arena's major players together for a new five-part webinar series.