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.
July 14, 2020
CAS Practices Meet the Moment
We’ve been hearing two things from firms in recent months at CPA.com. First, many graduates of our client advisory services workshops have told us their investment in building a CAS practice has paid off and they haven’t missed a beat, even with the ...
July 14, 2020
How to Master the Job Hunt and Land Your Dream Accounting Role
When searching for jobs, read through the job descriptions and be honest with yourself — do you meet all the necessary criteria or is there room for improvement? This will help you determine where you should start when it comes time to negotiate your ...
July 14, 2020
Apps We Love – Apps for the Pandemic – July 2020
Since the pandemic prevents us from going out anywhere, this month we decided to take a deep dive into augmented reality (AR) apps – bring the reality home to us on our phones and tablets. Video game players are comfortable in this 3-D realm, but for ...
July 13, 2020
An Email Automation Process That Works Like A Charm
Once you’ve identified the who, what, when, and where, you have to learn the how. Major email service providers, like MailChimp, Constant Contact, Salesforce, HubSpot, and more have built-in email automation options.
July 13, 2020
The Great Leap: Convergence & Acceleration
Convergence is a theory that refers to the tendency for technologies that were initially unrelated to become more closely integrated and even unified as they develop and advance. For example, in the mid-2000s, everyone had ...
July 13, 2020
Hiring and Managing Paraprofessionals in the Age of Remote Working
As accounting firms refine their business strategies in the wake of the COVID-19 pandemic, it’s likely that paraprofessionals will loom large in their plans. There are few things more important today than an adaptable workforce...
July 13, 2020
The Outsourced CFO: Five Ways to Add Value
As an outsourced CFO you can provide the professional competence necessary to ensure “the way we do it here” produces reliable financial statements for management and lenders, facilitates regulatory compliance and provides ...
July 13, 2020 Sponsored
New Reporting Features in QuickBooks Online Boost Workflow Productivity
Helping clients understand their numbers is a continuous focus for accounting professionals, and while there are several dashboard tools readily available, most of these require additional downloads, setup, and a learning curve.
July 10, 2020
Do You Have a Clear CAAS Vision?
CAAS stands for Client Accounting and Advisory Services. It may be too late for the profession to choose to use this far better name. One of the regrets that I have from the last 35+ years of trying to help CPA firms ...
July 9, 2020
Long Days and Fireflies and How to Help Our Clients
July has always been my favorite month. When July begins, there’s still an endless sea of summer ahead, the days are long, the fireflies twinkle in the evening, and the air is warm.
July 9, 2020
AICPA News: July 2020
AICPA News is a roundup of recent announcements from the association.
July 8, 2020
Office Space: You’re Not Home Alone
If you can learn how to become the emperor of your home’s workspace, you may find new levels of productivity and success working from home. Many Americans report they never want to go back to life under those fluorescent tubes.