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 10, 2021
Technology – A Critical Driver of M&A Synergy
M&A value creation is traditionally viewed through the lens of three synergies: revenue, cost and capital. Technology is a fourth key driver of synergy that is often underestimated. Traditionally viewed as a subset of cost synergies, technology ...
November 9, 2021
How to Create a Press Kit if Your Firm Acquires or Merges into Another
You’re about to make a big change to your firm by either acquiring another firm or by being acquired. Here is a press kit primer to help you organize the announcements needed for clients, vendors, financial institutions, and other interested parties.
![QuickBooks-Connect[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2021/11/QuickBooks_Connect_1_.617c0d6f79d9e.png)
November 5, 2021 Sponsored
Productivity Innovations Announced at QuickBooks Connect 2021
This year’s QuickBooks Connect, Nov. 3-4, featured presentations for accountants and their small business clients, with keynotes by celebrity chef Carla Hall, actress and philanthropist Kristen Bell, and author and purpose coach Jay Shetty.
November 3, 2021
Client Experience for Today – Continuous Education to Meet Technology Changes
From the November 2021 Issue. Technology changes constantly. We must make decisions about what works for our clients, our firms, and ourselves. Additionally, we must make the effort and take the time to update our skills on products we use regularly and on solutions that we should consider for our practices. This education is beyond...…
November 3, 2021
The Pandemic and Employers – Unforeseen Events and Unforced Errors
Employers have rarely, if ever, been confronted with challenges as difficult or unique as they have faced over the past 18 months. The Coronavirus pandemic has been one of those once-in-a-lifetime events that no one, especially employers, ever wants to...
November 2, 2021
AICPA News – Nov. 2021
AICPA News is a round-up of recent announcements from the AICPA.
November 2, 2021
Professionals Have Many Options for CPE
You can register for CPA Practice Advisor's free online CPE conference, Ensuring Success, at www.ensuringsuccess.com. Professionals can earn up to 14 hours of CPE during two days, choosing the courses and times they want.
November 1, 2021
Modernizing Outdated Areas of Your Firm – What to Know
Modernizing your firm holds many benefits. For instance, when your clients have a consistently positive experience with your firm, the more likely they’ll return and continue paying for your services. They’ll even share the top-notch service they ...
October 27, 2021
Trust and Empowerment: Two Keys to Emerging Unscathed from the Great Resignation
The most important step a leader can take to meet employees where their values are is to establish a culture of trust and empowerment. I only have to look at my own career to see how much this impacts employee and company performance.
October 27, 2021
Small Business Bookkeeping Nightmares & How to Avoid Them
Fortunately for small business owners, the one thing in common between all of them is that they are avoidable with the right approach. Staying mindful of a few essential best practices will help your small business weather any storm and reach ...
October 21, 2021
5 Tax Issues for Clients Moving to Canada from the U.S.
As most CPAs are aware, Americans moving out of the U.S. to countries like Canada are still required to file U.S. tax returns in addition to various other disclosures, forms and treaty elections each year.
October 19, 2021
The 2021 CPA Practice Advisor “40 Under 40” Professionals and “20 Under 40” Influencers
The awards recognize 40 professionals who are under 40, and have emerged as future leaders in the profession, and 20 who are under 40 and leading the development of technology that serves the profession.