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.
November 7, 2014
Redesigning Your Firm for the New World
What do SMBs want? Have you stopped to think about what small businesses really want when it comes to hiring or switching accountants? In March of 2014, we released the results of our second annual SMB study...
November 6, 2014
Solving the Communication Puzzle Leads to Deeper Client Relationships
Your expertise in tax and accounting matters makes you your clients’ trusted advisor of all things financial. Getting messages out in a timely manner to clients impacts relationships.
November 5, 2014
Xero Acquires Monchilla to Expand Payroll Services in the U.S.
Online accounting software maker Xero has acquired Seattle-based online payroll company, Monchilla Inc. The move shows Xero’s continued commitment to the U.S. market to provide small businesses with an innovative cloud-based financial platform with ...
Firm Management November 5, 2014
Accounting Firm Marketing Made Easy
When you think of marketing as simply “communicating,” it immediately feels doable. The fact is that many firms already have a marketing program in place, because marketing is really just communicating.
November 5, 2014
IT’s Role in Mergers and Acquisitions of Accounting Firms
So what is technology’s role in all this activity? Unfortunately, in a lot of these deals, IT is involved too little and too late.
November 5, 2014
2014 Reviews of Cloud Hosting Providers for Accounting Firms
Cloud hosting has been around since long before technology marketers made “going to the cloud” a slogan. Here at CPA Practice Advisor, we’ve been covering cloud solutions for more than a decade, but the concept goes much further back.
November 5, 2014
AICPA Announces Scholarship Award Winners
The American Institute of CPAs has announced five recipients of the 2014-15 AICPA John L. Carey Scholarship. The one-year $5,000 scholarship is awarded to students from liberal arts and other non-traditional business backgrounds who are pursuing ...