Firm Management December 11, 2025
Client Experience as a Growth Strategy: Moving Beyond Compliance
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
September 1, 2021
Baker Tilly Acquires Houston-Based AcctTwo
AcctTwo is a seven-time Partner of the Year of Sage Intacct, the first-and-only preferred financial-management system of the AICPA. AcctTwo is both a Value-Added Reseller (VAR) of Sage Intacct and a managed services provider with proprietary solutions ...
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August 31, 2021
Minnesota Accounting Firm Olsen Thielen Celebrates 100 Years
Olsen Thielen CPAs and advisors provide a full menu of traditional and nontraditional accounting and consulting services that have earned rankings as one of the top 25 CPA firms in the Minneapolis/St. Paul area by Minneapolis-St. Paul Business Journal.
August 27, 2021
How to Launch People Advisory in Your Practice
Accounting firms across the country are regularly evaluating new opportunities to launch additional services in their practice. Whether it is launching a traditional service like tax, audit or accounting services, or launching complementary services ...
August 26, 2021
Avantax Completes Acquisition of Headquarters Advisory Group, LLC
Avantax, a provider of tax-focused financial planning, has closed its acquisition of New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.
August 26, 2021
Accounting Firms Waste 3,000 Hours Per Year on Bad Client Data
Early and frequent data management saves time on major tasks such as VAT returns and year end accounting.
August 25, 2021
AICPA Tips to Keep Critical Client Information Safe
Consumers have little faith in businesses to protect their personal and financial information. The recent news of the T-Mobile data breach – which included the names, social security numbers and driver’s license information of millions of Americans ....
August 22, 2021
The Perfect Client Doesn’t Exist: Finding a Proper Fit Between Firm and Clients
Finding the perfect client is impossible, because the perfect client does not exist. Having been in the accounting field and tax profession for 30+ years, I’ve learned to end my pursuit of chasing clients who deliver their tax documents ahead of time...
August 20, 2021
Deloitte Launches Climate Learning Program
Deloitte's new climate learning program aims to inform, challenge, and inspire Deloitte people to learn about the impacts of climate change....
August 13, 2021
RubinBrown Acquires Liberty Technology Advisors
Liberty Technology Advisors has been serving clients in the technology and software consulting industry for over 25 years. The company focuses on working with clients to assess and select ERP and enterprise business software, as well as improve and ...
August 13, 2021
A Guide to Better Client Communication
In an accounting world obsessed with advisory services, it’s strange that we tend to overlook the foundational aspect of relationships: communication.
August 13, 2021
Apps We Love – August 2021: New Technology
For a long time, apps themselves were the new technology. Now apps are evolving, and we’re looking at examples of new types of technology we are seeing in your apps. Some of the members of our CPA Practice Advisor community shared their favorite new ...
August 13, 2021
Back to the Basics
Before the world changed in March of 2020, one of our goals was to become the most trusted professional advisor for our clients. At the even more basic level, we sought to make an impact in our client’s lives with the hope of helping in ways beyond ...