Financial Planning April 20, 2026
Fraud Remains a Top Concern for Americans, New AARP Research Shows
These concerns highlight both the financial and emotional toll of these crimes and reflect how pervasive and personal the threat has become.
March 2, 2012
Professionals on the Move – March 2, 2012
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
February 17, 2012
Professionals on the Move – February 17, 2012
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
February 8, 2012
Five Reasons Cloud-Based Backup is Better
Five Reasons Cloud-Based Backup is Better than Local.
January 26, 2012
Nomination Period Opens for Innovation Awards
Awards honor advances in technologies that aid tax and accounting professionals.
January 13, 2012
Six Important Provisions for Your Firm’s Partner Agreements
When it comes to protecting your firm and its value, one of the most important, but possibly overlooked, assets is the partner agreement. Its primary purpose is to define the relationship between the firm and each partner, outlining specific guidelines for certain conditions. Unfortunately, partner agreements aren’t something at the forefront of most firms’ practice…
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.
January 3, 2012
The Benefits of Adding Investment Planning to Your Practice
As a tax and accounting professional, your clients already trust you to provide professional tax advice that is in their best interest, so why do you keep referring your clients to another financial professional for investment services?
November 29, 2011
CPA Practice Advisor’s “Take Us with You” Photo Contest
Registration required to view this article.
October 6, 2011
Accountant Programs That Can Help You Plan
Now that extensions are behind us, and we are helping clients with tax planning, some of you are beginning to look ahead to the coming year and your own personal and business plans. Although a single article won’t necessarily help you build an entire business plan, a few ideas that are incorporated and well executed…
October 5, 2011
How the Texas State Fair is Like Accounting Practice Management
There is a tradition in Dallas that goes back 125 years … the GREAT State Fair of Texas. Yes, it’s larger than any other state fair in the country - and I’ve been going every year since I was very young.
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
Cornering the Market on Premium Outsourced Accounting Services
From Finding Their Legs to Finding a Distinct Niche Jennifer Katrulya, CPA, and owner of BMRG admits that there was a harsh learning curve to get her firm where it is today. And where is that exactly? The bright lights of Supa-Successville! Katrulya, like many firm owners, did her time in the world of public…