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 10, 2014
What’s the Difference Between a Low-Equity and a Non-Equity Partner?
Non-equity partners don’t usually have the same “rights” that equity partners have: a vote, capital buy-in, goodwill-based retirement benefits, obligation to pay retirement benefits to others, legal liability and a share in the profits.
June 10, 2014
How to Prepare Your Firm for Partner Succession
Thousands of firms are working through the succession and retirement of senior partners and deciding along the way whether or not they can pull it off internally and stay independent. The single most important factor for success is what we see when we look over our shoulder – is the bench of people there to…
June 9, 2014
Joining the Accounting Profession
I'm a constant believer in fate. Things happen for a reason; there is a path we move along in life that is waiting for us to discover. I'm also a believer in taking control of your life and helping yourself move along that path, looking out for yourself, and making sure obstacles don't deter you…
June 6, 2014
Is Your Firm Playing Above the Line?
There is a lot of interest, discussion and action taking place around client accounting and advisory services these days. Firms are recognizing the opportunities offered by advances in technology and cloud accounting systems. However, it’s not the technology platform driving this movement, rather firms’ desire to transition from a trusted technical advisor to a trusted…
June 6, 2014
So Much Change So Little Time
This year is the year of delivery for many new hardware and software products. Which are ready for production? Which should be implemented first? You know that every technology does not need to be implemented.
June 6, 2014
Work/Life Balance: The Hidden Costs of Clutter
You know (you might even be) the type: "I know it looks messy but I know where everything is!" There are those whose desks and workspaces look almost vacant - like no one could possibly work there because every surface is bare.
June 6, 2014
SALT and Summer Reading
When I started my accounting career as a Deloitte tax accountant, we were each expected to choose a niche. I wanted to focus on agriculture clients, but it seemed the Chicago area didn't provide enough to keep me busy in that area, so instead I found myself getting the small business clients, and in particular,...…
June 5, 2014
Prominent Long Island Accounting Firms to Merge
Two prominent accounting firms on New York's Long Island will join together beginning June 2, 2014. Combined, the two have more than fifty years of experience and the newly formed firm of CondeBoyce, LLP will unite the small business startup expertise of Mario Conde, CPA, formerly partner in the accounting firm of Ambrico Conde CPA,…
June 5, 2014
CCH Launches ‘Quick Answers’ Research Content Library
CCH has launched a new online research tool called “Quick Answers.” The system features more than 2,000 answers to questions most often researched in IntelliConnect, CCH's research platform for tax and accounting professionals. In addition, the company is previewing CCH IntelliConnect Direct, a new universal platform research tool that provides clear and intuitive access to…
June 3, 2014
New Learning Center Helps Firms Achieve Next Generation Success
Leaders from RootWorks, LLC have expanded the company’s continuing education programming for the accounting profession with the opening its new state-of-the-art learning center. The new facility is conveniently located in the PNC Center in Indianapolis, IN and will host an impressive roster of strategic planning workshops developed exclusively for today’s progressive accounting professional.
June 3, 2014
Kansas CPA Society to Host Governmental Accounting Conference
The Kansas Society of Certified Public Accountants plans to hold a statewide conference in Wichita next week that will focus on governments and nonprofits.
June 3, 2014
Former Baker Tilly Branch in Milwaukee Renames Firm
The former investment advisory unit of the accounting firm Baker Tilly Virchow Krause has been renamed Bronfman E.L. Rothschild, the company said Monday.