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.
September 19, 2017
Accounting Firm UHY Opens 4th Michigan Office
UHY LLP, certified public accountants, a national professional services firm, has announced the opening of its fourth Michigan office in Ann Arbor.
September 19, 2017
CPA Tomorrowland
This is a tantalizing brave new world for younger accountants who like the idea of turning their penchant for number-crunching into a sexier profession, but what about those who are, ahem, reaching their golden age? It kind of sounds like rather than ...
September 19, 2017
How to Create a Culture of Innovation
The word innovation is thrown around a lot in our profession. Everyone wants ideas for doing things faster, easier, cheaper, or better. But rather than drive innovation from within the firm, they’re trying to keep up with what others are doing ...
September 18, 2017
8 Factors Affecting Innovation for Financial Services Firms
The rise of customer choice will have profound implications on the design and distribution of products, and will likely force companies to shift roles. Platforms that offer the ability to engage with different financial institutions from a single ...
September 18, 2017
Hurricanes Harvey and Irma — Disaster Planning: It’s Back to Basics for Your Firm and Clients
What can firms do to better prepare themselves for disaster? How can they carry through their trusted advisor role to help clients recover? With technology in today’s environment, we all know it’s easier to prepare and plan for a natural disaster ...
September 18, 2017
Hardware Matters – Think About Working With None!
With so much focus on Cloud and Mobile, can you imagine using your technology with no hardware? Hardware has become so cheap, reliable and generally good, many of us take this part of our technology experience for granted. It has been ten years since ...
September 18, 2017
How Tax Pros Can Stay Busy in the Off Season
I have stayed busy this offseason. For instance, during tax season, my editor gave me an idea to turn all of my articles into continuing professional education (CPE) classes. I hated sitting through boring CPE classes that didn’t hold my attention.
September 18, 2017
Palestinian Accounting Firm Joins HLB International
HLB International, a global network of accounting firms with a presence in 140 countries, continues its growth with the recent signing of a new member firm, Palestia, in the Palestinian Ruled Territories. Palestia is based in Ramallah, a Palestinian city in the central West Bank, north of Jerusalem. Established in 2001, the firm provides services in...…
September 18, 2017
Videos and Marketing Toolkit Help CPA Firms Promote Their Services
Besides the two videos in this year’s campaign – “It’s a Jungle Out There” and “Small Businesses Take a Beating” – the AICPA has created a CPA marketing toolkit for small business with promotional materials that firms can personalize with their brand.
September 18, 2017
AICPA Webcast Series Focuses on Diversity
The webcast series is intended to teach CPAs practical knowledge and skills to help them create an effective global mindset that drives innovation through inclusion. Each hour-long webinar in the series provides one hour of Continuing Professional ...
September 18, 2017
6 Strategies for Resolving and Minimizing Staff Conflicts
Ideally, a CPA firm’s management team concentrates most of its time on ensuring clients receive the best possible service and strategizing ways to cultivate new customers. That’s the ideal scenario.
September 14, 2017
Georgia and Rhode Island Accounting Firms Join BKR
BKR International, an international association of accounting firms, has announced the addition of two new member firms in the Americas Region.