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 23, 2018
How to Leverage Corporate Culture for a Competitive Advantage
If someone asked, would you be able to describe your accounting firm’s corporate culture? This concept is the topic of many a workplace report, but what does it mean?
August 22, 2018
Transferring Wisdom for Continued Success in Your Firm
Attend any conference or peruse any publication in the accounting profession and you’re sure to hear talk about the impact of artificial intelligence (AI), machine learning and other emerging technologies. These advancements present a tremendous ...
August 22, 2018
Building a World-Class Marketing Culture in Your Firm – Part II
This article continues the series on creating a world-class marketing culture in your firm. In Part 1, we explored the definition of marketing and its centrality in the life of a firm. In Part 2, we examine the firm’s brand—what it is, what it means ...
August 21, 2018
Accounting Firm Sends Team to Rwanda
Warren Averett, LLC, a nationally ranked accounting firm, recently sponsored a team of employees to travel to Rwanda in partnership with Compassion International.
August 21, 2018
Why the Future of Your Firm Depends on Hiring Women, and How to Retain Them
The AICPA has projected that 75% of CPAs will be eligible to retire in the next 15 years, and most will be men. Meanwhile, the number of women graduating college with accounting degrees has reached near parity with men, over the last decade. Thus, we have a situation where most partners are reaching retirement age,...…
August 21, 2018
How to Manage the Risks of Serving Cannabis Clients
Experts predict that America’s cannabis industry will continue to grow over the next four years. The legal cannabis market was worth an estimated $7.2 billion in 2016 and is projected to grow. Medical marijuana sales are projected to grow ...
August 21, 2018 Sponsored
2018 Intuit Rate Survey Uncovers New Trends in Billing and More
Value pricing is based on the maximum amount a given client is willing to pay for a service, typically set before the work begins. Conversely, value billing is usually marking up – or more frequently marking down – the invoice to the client after the ...
August 20, 2018
Social Media Ranked as a Top 3 Marketing Tool for Accounting Firms
Accounting firms of every size plan to increase their use of social media, according to the 2018 Marketing and Business Development Strategies at Accounting Firms study by Capstone Marketing and Bay Street Group, published by CPA Trendlines.
August 19, 2018
What is a Best-in-Class Accounting Firm?
I recently spoke at a BDO Alliance conference where the theme was identifying traits of high performing firms and their leaders. One speaker used a bell curve to describe ‘best in class’ firms, with the majority of firms falling in the middle or ...
August 19, 2018
A New Outlook for Your Accounting Practice
Change vs. Old School is something the accounting profession has had to deal with in recent years too, and while that theme isn’t new to these pages, I’d like to give it a bit of a different twist.
August 17, 2018
Four Types of Stories That Will Help Your Firm Earn More Business
Do accountants, attorneys, payroll providers and bankers sell services? It sounds so tawdry. Ask any of your peers if they sell services and their unfiltered, off-the-cuff response will likely be “no” – until they think about it, and then grudgingly ...
Firm Management August 17, 2018
How to Smoke the Competition When Marketing to Cannabis Clients
As with any new industry upstart, accountants have an opportunity to increase revenue within this niche by providing tax, accounting, audit, and business services, like bookkeeping, internal controls, workflow, payroll, and cloud-based solutions.