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.
March 11, 2014
Which Social Media Options Are Right for Accounting Firms?
When I educate CPAs and accountants on social media marketing, I get two questions more often than any others. First, which application they should be on, and second, how they operate or participate in social media to get results.
March 10, 2014
How To Produce Positive Change Through Appreciative Inquiry
Most firms are in the process of reflecting on their progress during this time of year. Often, that reflection leads to negative feelings of what did not happen, goals that were not met, numbers that were not obtained and people who left. A more effective process is one called Appreciative Inquiry.
March 7, 2014
Five Revenue-Boosting Tips for Accountants During Tax Season
As an accountant, one might think managing a business and growing revenue would come naturally. But taking the time to focus on marketing, sales and business development objectives is one of the hardest aspects of building a company. That’s why we wanted to share some proven ideas to help save you time, money and grow…
March 7, 2014
How Business Valuation Services Can Benefit Accounting Firms
The practice of conducting a business valuation is a mix between art and science. There are standards that guide the professional appraiser, such as the Statement on Standards for Valuation Services (SSVS) published by the AICPA and the Uniform Standards of Professional Appraisal Practice published by the American Society of Appraisers. However, there is also…
March 7, 2014
Professionals on the Move – March 7, 2014
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
March 6, 2014
Business Hiring and Spending Expectations Improve for 2014
AICPA survey finds modest growth in plans for bonuses, training, recruitment and capital investment.
March 5, 2014
Firm Skis for 24 Hours to Raise Funds for Youth Group
Could you ski for 24 hours straight, even for a great cause? An accounting firm in Maine has accepted the challenge.
March 4, 2014
How Accounting Firms Should Handle Client Complaints
Nine out of ten times, when a client complains about a price, the price is not the real problem, the problem is some aspect of the service, but the client may not know how to articulate their real complaint, so they focus on price. If you ask why, you can find out the real problem.
March 4, 2014
Training, IT and Disaster Recovery Top List of Firm Concerns
The accounting association, CPAmerica International, released the results of its second Information Technology (IT) Benchmarking Survey to all its participants. The online survey collected data from association members in order to provide benchmarking data on software, certifications, training and disaster recovery.
March 4, 2014
CohnReznick to Consolidate Offices in Downtown Hartford
CohnReznick, with operations concentrated in the Northeast and Middle Atlantic States, will combine its offices in Glastonbury and Farmington and lease 50,000 square feet on the top two floors of the Metro Center tower on Church Street. The lease runs for 11 years, and the move is expected in November.
March 3, 2014
Cold Weather Has Chilling Effect on Small Business Hiring
A new report shows that the unusually cold winter across the United States may have had an effect on hiring at small businesses, as sales revenue in many parts of the country were down due to weather conditions.
March 3, 2014
Psychic Swindler Sentenced to 10 Years – Did She See It Coming?
Convicted psychic swindler Rose Marks was sentenced to just over 10 years in federal prison Monday for defrauding clients of her family's fortune-telling businesses out of more than $17.8 million.