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 26, 2012
Firms are adopting CRM systems to grow stronger
Firms who recently saw a loss of clients are now looking to shore up and consider building again, not only building bigger firms, but building more successful ones.
November 19, 2012
IT Strategic Planning & Budgeting
IT strategic planning and budget are crucial concepts for IT leaders to understand when communicating with partners.
November 15, 2012
Small business marketing doesn’t have to be expensive
When it comes to marketing a small business, the options can be overwhelming and costly. However, with a solid plan, it's possible to get results on a budget.
November 14, 2012
New website, photo contest to help with Small Business Saturday
Site offers resources, ideas encouraging small businesses to participate in Nov. 24 event
November 12, 2012
National Debt Impacting Business Hiring Plans
The U.S. debt is weighing on business owners as they consider adding workers and making other investments, according to a new survey by Sageworks, a financial information company. In the survey, accounting and banking professionals were asked how the national debt affects businesses’ hiring and investment plans.
November 12, 2012
Professionals on the Move – November 12, 2012
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
November 8, 2012
IRS Commissioner speaks to AICPA about his tenure
Doug Shulman, Commissioner of the IRS, will leave office Nov. 11, 2012, after five years in the office.
November 8, 2012
CPA firms: A case for mandatory partner retirement
Almost every firm that I work with has a succession issue in the near term. Baby boomers are retiring at an accelerating rate and firms are coping (or not) with the transition issues surrounding those exits.
November 5, 2012
KPMG Forms Business Alliance with Workday to Meet Demand for Enterprise HR and Finance in the Cloud
KPMG LLP has announced the formation of a business alliance with Workday aimed at helping clients streamline and strengthen their financial management and human capital management (HCM) processes and operational effectiveness.
November 2, 2012
Professionals on the Move – November 2, 2012
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
October 29, 2012
Thoughts on Building Your Business…From Someone Who’s Been Through It
I’ve spent the last 30 years running my accounting firm. During many of the early years, I worked as a technician, performing a lot of the day-to-day work myself. When I took over the position of Executive Editor for the CPA Practice Advisor and simultaneously launched the consulting arm of my firm, I knew I…
October 29, 2012
Plan for Marketing Success
Marketing requires planning. The jump-in-head-first approach rarely works because it does not make room for thoughtful up-front preparation. A little concentrated focus and adequate planning of any marketing initiative will save you the frustration associated with a poor response rate.