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.
June 9, 2016
Survey Reveals Traits of Growth-Oriented Bookkeepers
Bookkeepers anticipate growth in the next one to two years and are turning to the cloud in droves, according to the State of Bookkeeping Practices 2016 Survey, sponsored by Bill.com and released today. The survey also reveals that despite offering a ...
June 8, 2016
SMBs Self Finance, Leaving Owners To Fill Cashflow Gaps
An overwhelming majority of small to medium business owners in the U.S. self-finance their own businesses, and a majority of those SMB owners have struggled with cash flow gaps.
June 7, 2016
The Most Effective Leadership Qualities for CPAs
I’m probably the millionth person to form a list of important leadership qualities, but I wanted to share what I have learned from working with CPA firms for over 20 years.
June 6, 2016
Measuring the Value of Trust, And How Much It Costs When Trust Is Lost
Trust is a major factor when a prospect is making a buying decision. Prospects who don’t believe in the integrity of a company and/or the reliability of its products will rarely, if ever, become buyers. And when you lose your customers’ trust, you ...
June 6, 2016
IRS Explains Certified PEO Program
Revenue Procedure 2016-33, posted on IRS.gov, along with temporary and proposed regulations published last month in the Federal Register, carries out legislation enacted in late 2014 requiring the IRS to establish a voluntary certification program for ...
June 6, 2016
Young CPAs Honored for IT Management and Technology Assurance
The recipients, all talented CPAs age 40 and under who hold the Certified Information Technology Professional (CITP) specialty credential, were announced at the AICPA's Practitioners Symposium and Tech+ Conference in Las Vegas.
June 3, 2016
New York CPA Society Names New President
An NYSSCPA member since 1987, Zovistoski has served on the Society’s Board of Directors each year for the past six years—two of them as the Society’s secretary/treasurer. He’s also served as Finance Committee chair and Northeast Chapter president, as ...
June 3, 2016
73% of Accountants Say Their Business Clients Will Add Jobs in 2016
Nearly three-fourths (73 percent) of accountants say their business clients are planning to increase or maintain their number of employees over the next 12 months and only five percent noted that businesses plan to reduce their number of employees in ...
June 2, 2016
2016 Innovation Awards Announced in L.A.
The winners and finalists for the 13th annual Tax & Accounting Technology Innovation Awards reflect this focus on workflow and automation, which allow firms and their small business clients to operate more efficiently and profitably.
June 1, 2016
California Firm Lautze & Lautze Merges Into Marcum LLP
Lautze & Lautze provided audit, tax and consulting services to individuals, California businesses and non-profit organizations for more than 70 years. Industry specialties included real estate, professional services and manufacturing, and a particular
June 1, 2016
Transparency is a Must if Using a Compensation Committee for Partner Compensation
If you ask 10 different people to define one of today’s buzzwords – transparency – you will get 10 different answers. This post addresses “transparency” as it relates to a CPA firm compensation committee.
June 1, 2016
Accounting Firm Baker Tilly Gets New CEO
Shortly after Whitman assumes the CEO role, Baker Tilly will hold a firmwide Stewardship Day on July 14, 2016 to acknowledge Whitman’s election and to celebrate its people. Employees will dedicate the entire workday to community service, giving and ...