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.
December 10, 2013
6 Strategies for Accounting Firm Growth
Accounting Firm Success Hinges on Niche Approach
December 10, 2013
Survey Identifies Critical Element of Accounting Firm Growth
Confidential peer networking is a rarely found but critical piece of practice management in the competitive accounting industry that is helping firms accelerate decision making and growth, according to managing partners and partners of mid-sized firms across the country.
December 10, 2013
Deloitte Partner Named President of Cincinnati USA Chamber of Commerce
On Monday, the Cincinnati USA Regional Chamber announced its next president and chief executive officer.
December 10, 2013
2013 Review of CCH ProSystem fx Site Builder
From the Dec. 2013 issue. Overview CCH Site Builder is the website creation tool from CCH, part of Wolters Kluwer. The application is a template-driven website generator which allows firms to use a menu-driven application to create an internet presence for a firm. Firms can either bring their existing internet domain name (e.g. firmname.com) to...…
December 9, 2013
Clear Expectations – The Key to Your Social Media Policy
Having a social media policy, and training employees to follow it, are critical practices for every firm. Even if your firm is not using social media, you still need a policy because your staff are using it in their private lives and they need guidelines to protect your interests and your firms’ reputation.
December 9, 2013
Information Technology Alliance Announces New Members
The Information Technology Alliance recently announced new members this week during the annual ITA Fall Collaborative. The organization is an independent professional association comprised of most of the nation’s top 30 accounting firms, premier technology consultants and leading technology vendors serving the accounting profession.
December 9, 2013
2014 IT Predictions and 2013 Results
Winston Churchill once said “It is always wise to look ahead, but difficult to look further than we can see” which is applicable to many CPA firm partners that are so busy and focused on getting today’s work done that they seldom take the time to think about how they can improve their practices to…
December 4, 2013
Beyond Crunching Numbers: How Cloud Services Can Differentiate Your Firm
With cloud services, it is easier than ever to meet client demands and to set yourself apart from competing firms. While many firms are understandably resistant to change, the cloud’s benefits far outweigh the risks.
December 4, 2013
AssetMark Announces New Business Valuation Tool
New Business Assessment Tool lets advisors objectively benchmark their practices, identify areas for growth
December 4, 2013
Visibility is Critical Element for Women in Leadership Roles
The most powerful women business leaders in the U.S., whether CEOs or in other senior positions, are proactively engaging external audiences and are also being acknowledged for their roles as effective leaders, according to an ongoing study by Weber Shandwick on how the most powerful women in business are engaging.
December 3, 2013
Four steps to bill more for practice and procedure work
Like most practitioners, I had trouble successfully billing for post-filing work. The reasons are complicated. It’s often an issue of back-and-forth time with clients or the IRS/state taxing authorities.
December 2, 2013
New Jersey CPAs Help Community FoodBank of NJ
The Young CPAs, a membership segment of the New Jersey Society of Certified Public Accountants (NJSCPA), collected more than 2,800 pounds of food during its annual September to November food drive to benefit the Community FoodBank of New Jersey.