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.
August 4, 2011
The Blue Collar CPA
A Productivity in Practice Feature. A small business is most productive when its owners are doing what they love. Whether a mechanic, baker, landscaper, restaurateur, childcare provider or a merchant, small business owners usually like what they do.
August 2, 2011
Switching Software for Better Client Service
A standard consulting practice rule is that switching software is expensive. Disruptions to procedures occur, retraining is required, and without careful analysis you may force your organization into a product that has less capability or is more difficult to use. We expect clients to switch software as frequently as they switch physicians or religions. The...…
June 24, 2011
How Value Pricing Built a Practice & Saved a Father-Son Relationship
Sometimes, things need mixing up. Chris Farmand, who grew up in a Florida family centered around the accounting practice led by his father and two uncles, was destined for a career in accounting. His parents knew it, the rest of his family knew it, and his teachers knew it. But even though he’d been in...…
June 24, 2011
Tax Document Automation Tools Come of Age
This is our first annual review of tax document automation tools. While we have presented feature articles on this topic in the past, this category is rapidly maturing to include some common feature sets. Internal estimates from vendors based on data provided to CPA Practice Advisor suggest that around 1% of all individual income...…
June 6, 2011
Helping Clients Succeed: A SaaSy Approach
Imagine an accounting practice where you rarely met your clients, didn’t market to the local business community or belong to chambers of commerce … and don’t even have a sign on the office. You worked pretty much when you wanted to and tried to focus on anything but tax returns. This is probably nearly impossible...…
May 23, 2011
How to Get Your Firm to Run Like a Well-Oiled Machine:
The literal definition of a well-oiled machine is … well, a machine that is well-oiled. It’s a term I use figuratively quite often to describe a business that is producing strong revenues and operating at peak efficiency … without an excess amount of effort. When I think back 10 years to what I thought was...…
April 26, 2011
Symposium Draws Profession’s Thought Leaders
Where does innovation come from? While this may be a rhetorical question for some, it was precisely the intent of the inaugural CPA Practice Advisor Thought Leader Symposium, which brought together 25 of the most influential tax and accounting professionals, technophiles and consultants for three days of collaboration and dialogue. As the host of the...…
October 4, 2010
A New Practice Model
Not too many years ago, accounting professionals had a reputation for being stodgy, stubborn and even curmudgeons, especially when it came to technology. Most of the professionals I meet today agree that reputation was usually appropriate, but it was driven out of the conservative and skeptical nature that drives them to provide valuable service to…
October 4, 2010
Branding Your Firm on the Cheap and at Warp Speed: 3 Tips for Creating an Effective Brand
Just reading the few words that make up this story’s headline, branding purists have already made up their minds that I don’t know what I’m talking about. After all, doesn’t branding take months to accomplish through a bevy of paid consultants who want you to spend a lot of money on concept, testing and implementation?
October 4, 2010
Actions Speak Louder Than Words: 3 Steps to Help You Build Your Brand
Column: Business in Practice
October 4, 2010
Putting Together a Marketing Budget That Sticks: 4 Tips to Get You Started
Column: MarketingWorks