Firm Management August 7, 2026
Building an AI-First Culture (Without AI Slop)
Leaders who draft their own first pass and summarize before escalating to the board or partner group make “AI-first” credible instead of aspirational.
May 20, 2018
Rootworks Launches ‘Grow’ Platform for Accounting Firms
Rootworks, a member-based education organization for accounting professionals, has launched a new online member platform. Grow serves as home-base for Rootworks members as they work on building a Modern Firm.
May 20, 2018
Accounting Firm HBK Implements “Anticipatory” Learning System
In a world defined by accelerating change and complexity, the ability to anticipate disruptions, problems, and game-changing opportunities will be the most important skill any business person can possess. Agility—reacting quickly after a problem or disruption occurs—is no longer good enough in a world driven by technology that is changing at exponential speeds. It is...…
May 20, 2018
Cultural Alignment Key to M&A Success
The pressure to grow, availability of capital and the constant exposure to “pitched” deals make it very easy for companies to fall into a frantic, reactive position rather than remaining focused and disciplined.
May 20, 2018
7 Must-Haves for Accounting Firm Succession Plans
The most stunning statistic today in the CPA industry is this: 80% of first generation firms never make it to the second. Why? They have non-existent or ineffective succession plans.
May 17, 2018
3 Benefits of Flexible Workplace Arrangements
While 82 percent of U.S. workers surveyed say the ability to work from anywhere at any time allows them to maintain a healthy work-life balance, more than half (62%) still prefer to work in the office — and this number is even higher among young ...
May 16, 2018
How to Really Thank Your Team After Tax Season
Many firms have a bonus structure in place to financially reward employees, but that’s not enough. More than a nice gesture, going above and beyond — much as your workers have done since at least January — when showing appreciation is a must to keep ...
May 16, 2018
Is It Time to Start Your Own Accounting Firm?
How to know when you’re ready … and how to develop clients and grow your practice .
May 15, 2018
Association for Accounting Marketing Announces Category Winners of the Marketing Achievement Awards
Twenty-Nine awards for marketing accomplishment were awarded May 14, 2018, for accounting marketers recognized for achievement. The Association for Accounting Marketing annual award event features awards in multiple categories.
May 15, 2018
BDO Acquires Smith & Gesteland, LLP
Founded in 1948, Smith & Gesteland (S&G) provides a full range of accounting, tax, human resource management and information technology services to a client base of middle market businesses. The firm, based in Madison, also has a unique “80/20” ...
Accounting May 15, 2018
Why Should You Choose an Accounting Career?
Insights on choosing accounting as your college major and career path. From the Illinois CPA Society.
May 15, 2018
How to be a Rainmaker
The question of how to sell professional services is an enduring one whose answer is being changed by technology. It wouldn’t matter if Ashish was a lawyer, web-designer or freelance architect, his challenge would be the same.
May 15, 2018
Baker Tilly to Sponsor Ryan’s Run 9
Baker Tilly Virchow Krause, LLP (Baker Tilly) will serve as a major corporate sponsor of Ryan’s Run 9, the annual campaign of Allied Services Integrated Health System to raise funds for children and adults with disabilities across Northeastern ...