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.
February 8, 2012
Tools and Apps to Help Manage Your Travels
Traveling can be challenging, and even just planning your travels can be time-consuming and frustrating.
January 26, 2012
SWK Technologies Acquires Sage Accounts of IncorTech
IT consulting firm SWK Technologies, Inc. acquired the Sage accounts of southern California-based IncorTech.
January 18, 2012
Blackbaud, Inc. to Acquire Convio
Blackbaud, Inc., a provider of software for nonprofit organizations, has entered into an agreement to acquire Convio, a developer of engagement solutions that help nonprofit organizations more effectively raise funds, advocate for change and develop relationships. Blackbaud and Convio are both publicly traded on the NASDAQ, as BLKB and CNVO, respectively.
January 12, 2012
Thomson Reuters Acquires Largest Canadian-Owned Tax Compliance Vendor
Acquisition shows an emerging global perspective on professional tax compliance, and makes Thomson Reuters one of the top three pro-tax providers in Canada, behind CCH, a Wolters Kluwer business, and Intuit.
January 10, 2012
Thomson Reuters – Engagement CS
800-968-8900 cs.thomsonreuters.com/engagement 5.0 overall BEST FIT Small to medium sized accounting firms with a focus on audit engagements, especially those currently relying on PPC Practice Aids for guidance. STRENGTHS Strong integration with PPC Practice Aids and other Thomson Reuters products Ability to manage engagement without network connectivity Available as a fully hosted solution POTENTIAL...…
January 7, 2012
Eide Bailly to Merge with Wipfli
Combined, the firms will rank in top 15 firms in U.S with more than 41 offices, 2,300 staff, 70,000 clients and annual revenues over $314 million.
November 22, 2011
6 Effective Tools for Tax Document Automation
6 Effective Tools for Tax Document Automation
November 22, 2011
Building a Practice for the Future
Tax and accounting professionals who start their own firms from scratch face benefits and significant challenges. On the pro side, they have the opportunity to build the firm as they wish, from internal practices to staffing and management styles. Of course, there can be significant startup costs, and the firm starts with a client roster…
November 18, 2011
Chunkification, Zero Entry and Lego Mastery
While we all cherish the most trusted advisor status that accountants have earned, this status must be continually re-earned with clients. Ask yourself whether your clients want you to serve them or lead them to better success. I believe your clients desperately want you to lead them — and if you don’t, they may turn...…
November 4, 2011
Her Head in the Cloud
How a Tech-Savvy Accountant Waited for Technology to Catch Up to Her Vision. Some of the greatest ideas are imagined years before they can be accomplished. In 2002, a young professional accountant had the idea of providing virtual accounting services to clients.
October 10, 2011
A New Perspective on Client Service:
How optimism and remote technologies paved the way to one firm's success. The accounting profession has often been stereotyped as curmudgeonly, grumpy, stodgy, and fiscally dour, and, well … there were probably good reasons for those descriptions at one time.
September 1, 2011
Creativity at Work: A Different Kind of Auditor, a Different Kind of Firm
Accountants and accounting firms have long suffered from the false stereotype of being stodgy, even predictable and boring. Even more so, the auditor: that truly numbers-focused researcher of data whose sole purpose is to determine the propriety of an organization’s financial reporting and their internal controls over financial reporting. Perhaps only actuaries are more maligned…