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.
September 30, 2013
New York Accounting Firms Announce Merger
Two prominent CPA firms in Buffalo have reached an agreement to merge. The Bonadio Group and Gaines Kriner Elliott LLP (GKE) will finalize their new arrangement on November 1, and will operate under the Bonadio name.
September 30, 2013
Payroll – To Be or Not To Be
Both accounting firms and industry accountants ask me regularly about opportunities for their firms. One area that has been avoided by industry and public practice CPAs alike is payroll. We’d prefer to transfer the work, liability, risk, schedule commitment and governmental reporting to someone else.
September 30, 2013
How to Avoid the Top 4 Household Employment Tax Mistakes
When families become employers, they take on many of the same responsibilities that business employers do – although many of the forms, deadlines and labor laws for household employers are unique.
September 30, 2013
Mastering the Art of Technology
How a tech-savvy firm owner leverages his experience with advanced technologies to create a lucrative new service offering
September 30, 2013
Looking and Feeling Great! The Five Key Components of Your Firm’s Brand Image
Recently I had a fellow CPA visit our firm in Bloomington, Indiana. We spent a few hours talking about processes, growth, the importance of websites, and staffing…all good stuff. Before he left our visitor told me, “Your office has a really comfortable feeling to it, when I walked in it just felt right.” He also…
September 26, 2013
Secure Communications Provider Ziptr to Cease Operations on September 27th
Secure communications provider Ziptr, who we covered in our April 2013 review of Client Portal Products, has notified customers that they will cease operations at noon on Friday, September 27th. Founder and CEO Firdaus Bhathena sent a message earlier this week to users, which included the following message:
September 26, 2013
Thomson Reuters Expands CPE Courses and Management Tools
Thomson Reuters recently released Checkpoint Learning’s enhanced Premier Plus CPE Package for tax, accounting, audit, and finance professionals. It offers more than 500 Webinars and 450 online/downloadable courses covering legislative and industry changes in a cost-effective bundled subscription package
September 25, 2013
Business Leaders Rapidly Adopting Cloud File Sharing Apps
Business Executives Look the Other Way When it comes to Data Security in the Cloud, Survey Shows
September 24, 2013
Report Shows Slow Growth for Private Companies
Privately held companies are growing sales at an annual rate of less than 4 percent in 2013, according to financial statements, according to preliminary estimates in the latest Sageworks Private Company Report today, a quarterly update on the health and state of privately held U.S. companies.
September 23, 2013
WTP Advisors Merges with N.Y. Forensic Accounting Firm BSG
The New York-based forensic accounting and litigation support firm, Boucher Stickley Group (BSG), has merged with WTP Advisors, a global tax and business advisory firm. BSG is known for its pioneering systems used to perform complicated quantitative analysis related to controversy resolution.
September 20, 2013
Professionals on the Move – September 20, 2013
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
September 19, 2013
Succession Planning for Accounting Firms: Most Professionals Are Unprepared
A recent survey by the National Society of Accountants reveals that less than a third (28%) of firms have a succession plan. Practitioners should think about succession planning as early as possible and draw up a plan to transition client relationships to an internal successor or an outside firm.