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 May 15, 2015
Great Storytellers Get The Girls
The folks telling these captivating stories aren’t holding some great secret. The fact is that anyone can tell a story. Yes, anyone. And that includes accounting professionals. The greatest of storytellers have simply taken the time to define what ...
May 14, 2015
The Pros and Cons of Mandatory Partner Retirement at Accounting Firms
A compromise that many firms make: 81% of firms over $20M and 58% of $2-10M firms have a mandatory retirement policy. The vast majority have a related provision: Partners continuing to work past 65 is subject to annual approval by the other partners.
May 14, 2015
Accounting Thought Leader Darren Root Launches New Website
Darren Root, CPA, CITP, CGMA, has launched a new website at www.darrenroot.com. Root is the president of the full-service accounting firm Root & Associates, the CEO of the consultancy RootWorks, LLC and is the former executive editor of CPA Practice ...
May 13, 2015
Sage Life Platform Gives Small Businesses Greater Insight
Sage Life was developed to give small businesses an always-on network for collaborating across their organization, while helping to "cut out delays, uncertainty and wasted time."
May 13, 2015
Sage and Salesforce Partner for Business Accounting, Payroll, CRM
With this partnership, Sage has built a new solution called Sage Life on the Salesforce1 Platform, an enterprise Platform as a Service [PaaS], which enables small businesses to run completely in the cloud.
May 13, 2015
New Sage Impact Offers Customizable Hub for Accounting Professionals
Sage collaborated with accountants and bookkeepers to review and rethink the changing role of accounting professionals, as core areas like tax and compliance have become more automated. For the first time, Sage has brought together many of the everyday...
May 12, 2015
Is Your Firm Using Electronic Signatures?
So you think you’re a progressive firm, right? You’re committed to going digital and eliminating, or at least minimizing, paper. Your engagement letters are all electronic and are emailed to clients and prospects for signature.
May 12, 2015
Senior Managers Have More Positive View of Workplace Than Front-Line Workers
Compared to front-line employees (those who are directly involved with the production of products or provision of services), more senior leaders viewed their organization's culture positively, reported having opportunities available to them and said ...
May 12, 2015
“Where Do I Start?”
I recently attended the New York Accounting Show put on by Flagg Management, generally acknowledged as the annual kickoff event for nationally recognized accounting conferences that provide continuing professional education and networking opportunities fo
May 11, 2015
Professionals on the Move – May 12, 2015
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
May 11, 2015
AICPA Letter to FAF Commends Organization, Makes Recommendations
The American Institute of Certified Public Accountants (AICPA) appreciates the opportunity to review and provide input into the February 2015 Request for Comment (Request) on the Financial Accounting Foundation’s Three-Year Review of the Private ...
May 11, 2015
H&R Block Seeks Staff for National Small Business Accounting Unit
Block Small Business, H&R Block’s suite of cloud-based, centrally-supported services offered to small businesses throughout the country, will be hiring six positions over the next six weeks and an additional 15 to 30 positions in the next 12 months.