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.
July 11, 2017
Are You Focused on the Right Things?
We’re midway through 2017. How are you coming along with the goals you set at the beginning of the year? Do you still have a positive outlook for what lies ahead? Almost before we know it, fall deadlines will be here, then year end, then many of you ...
July 8, 2017
Bolivian Accounting Firm Joins PrimeGlobal
Audit Financial Group SRL began providing Audit, Accounting and Tax Consulting services in 2015, in Santa Cruz de la Sierra, Bolivia. Today, Founder and Managing Partner, Daniel Espinoza Asturizaga’s firm boasts a total staff of 16, whose ...
July 7, 2017
Gaining Governmental Agency Clients Takes Laser Focus
One of the biggest challenges you might face is crafting your communication to reflect the needs of governmental agencies. They are unlike public-sector or private companies. They have specific guidelines with whom they can work, and how that works is ...
July 7, 2017
The Ultimate 3-Month Marketing Guide to Gain Transportation Clients
If you’re targeting transportation companies in your firm’s growth strategy, this Ultimate Guide was developed for you.
July 7, 2017
Accounting Firm K-Coe Isom Acquires Baer & Co.
The Missouri-based CPA firm Baer & Co. has been acquired by K·Coe Isom, the a national business consulting and accounting firm specializing in food and agriculture. Jeff Baer and Dana Steffens will join as principals of K·Coe Isom, and all 23 Baer ...
July 6, 2017
How to Find the Right Job Candidates and Avoid Failed Hires
To look at the costs of bad hiring decisions, a recent Robert Half study surveyed managers at small to midsize firms. Respondents said they waste an average of 45 hours to hire and onboard an employee who later doesn’t work out.
July 3, 2017
Okorie Ramsey Named President Of CalCPA Education Foundation
The Foundation, which has 45 state partners, offers more than 1,400 live and webcast continuing professional education (CPE) courses to CPAs and other financial professionals.
June 30, 2017
How are Core Values, Mission/Vision Statements, and Company Goals All Different?
Top-level executives have a lot to consider, especially during strategic planning sessions. As such, it’s not difficult to mix up core values, mission or vision statements, and company goals. Yet, taking the time to recognize the differentiating ...
June 30, 2017
Argentina Accounting Firm Joins PrimeGlobal
Both PrimeGlobal and Latin America and Caribbean Chief Regional Officer, Estefy Pantoja Lahoz, are very pleased to welcome Castaño Gomez Castaños y Asociados on board. PrimeGlobal is among the strongest associations of independent accounting firms in ...
June 30, 2017
Professionals on the Move – July 3, 2017
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
June 28, 2017
The Challenges of Maintaining Your Firm’s Competitive Advantage
We conducted extensive research on highly visible experts and the professional services buyers who hire them. As a result, we determined that there are certain strategies and techniques that can elevate the visibility of your expertise in the marketplace.
June 27, 2017
Equip Your People to Optimize Processes
Many firms have discovered that there is tremendous opportunity in creating optimal processes. Optimal processes are ones which are defined by consistency, efficiency, a high level of quality and profitability.