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.
August 1, 2016
Citrin Cooperman Acquires KAF Accounting Group
“Citrin Cooperman had been focused on coming into the Boston market for several years but ultimately passed on every firm they looked at," said Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the merger.
July 28, 2016
Oracle Acquires NetSuite
Oracle has entered into a definitive agreement to acquire NetSuite, one of the first cloud companies. The transaction is valued at $109.00 per share in cash, or approximately $9.3 billion.
July 27, 2016
Don’t Let Scope Creep Lead You Out Of Bounds
Almost every sport uses a defined boundary. The playing area, whether it is a football field, basketball court, or baseball diamond, is clearly defined and understood by all athletes who play the game. It is pretty easy to ascertain whether you are ...
July 26, 2016
How Can CEOs Better Manage Their Company’s Reputation?
Much of the public makes a direct connection between a corporation and its CEO. A study a few years ago by Weber Shandwick and KRC Research showed that 49 percent of a company’s reputation is attributed to the CEO’s reputation.
July 26, 2016
5 Reasons Sales Managers Hire The Wrong People
When numerous sales reps aren’t meeting their target numbers, a company’s puzzled leaders may go scrambling to figure out the cause.
July 26, 2016
Why Attracting Female Accounting Talent is not One-Size-Fits-All
The most important discovery I’ve made, however, is that what works for one woman might not work for another. While many accounting firms correctly recognize the need for female talent in their practice, too many treat related recruiting and retention ...
July 26, 2016
How Inadequate Technology Is Risky Business for Accounting Firms
As one of the highest performing, under-pressure sectors, the professional services industry increasingly faces a number of unique challenges. Threatened by commoditization, increased global competition and even automation, the ability to maximize ...
July 26, 2016
Sage and Microsoft Partner to Empower Accounting Professionals
As part of the extended relationship, Sage will integrate Sage 50 with Microsoft Office 365. The new solution also allows customers and the joint ecosystem to grow, extend and innovate on top of the combined solution. Sage has also become an Office ...
July 26, 2016
The War On IT: Ransomware and How Accounting Firms Are At Risk
Ransomware is a type of malicious software that encrypts files, blocks access to computer systems then requires an anonymous payment, and has the ability to make a dramatic and devastating impact on your business. A recent report released by the FBI ...
July 25, 2016
How the ‘Reality Distortion Field’ Affects Accounting Firms
There are two sides of the reality distortion field. The positive is that it demonstrates how someone can bend reality in such a way that a difficult or impossible task is made to appear possible. The dark side is that people with this trait are so ...
July 25, 2016
5 Tips and Tools for Accounting Firm Email Marketing
One of the most chronic complaints of clients that leave their CPA to find another is their former CPA’s lack of communication. So if there is a tool that can both help you communicate more in a leveraged, time-saving way while also warming up ...
July 25, 2016
3 Tax Tips for Millennials – How to Overcome the Fear
If there’s one thing we all have in common, it’s that no one enjoys filing taxes. But, according to recent studies, millennials feel particularly anxious about the annual process.