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.
May 31, 2017
AbacusNext Acquires OfficeTools
AbacusNext, a Technology-as-a-Service (TaaS) provider for the legal and accounting professions, is pleased to announce the acquisition of OfficeTools, maker of practice management software WorkSpace. With its productivity-enhancing software suite, the acquisition of OfficeTools allows AbacusNext to provide cloud-enabled and fully-integrated practice management solutions to CPAs and accounting professionals at large. This acquisition comes within...…
May 31, 2017
4th Annual Accounting Firm Operations &Technology Survey Results Are Available
Randy Johnston, president of Network Management Group, Inc., and Leslie Garrett, PhD, CEO of Insight Research Group announce the release of the 4th Annual Accounting Firm Operations and Technology (AFOT) Survey results and survey book.
May 30, 2017
Professionals on the Move – May 30, 2017
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
May 25, 2017
Webcast Focuses on Role of Tech in Accounting Firm Mergers and Acquisitions
Roman Kepczyk,CPA, the director of Consulting for Xcentric, will host a free webcast on Thursday, June 1st at 2PM Eastern as he shares real world experiences of both successful and unsuccessful merger integration and what partners should know and ...
May 23, 2017
6 Tips to Develop Young Partners at Small Accounting Firms
Today, as thousands of small firms are bringing in younger staff as partners they are finding the whole approach to running their firms must change. What are the most important practice management tips for small firms planning on bringing in new ...
May 22, 2017
Are You Managing Your Clients? (Or Are They Managing You?)
A recent family vacation got me thinking about management. We took a trip to Florida and booked rooms at a Hilton resort, where I enjoy Diamond level status in their loyalty program. When I booked the rooms online last August, I requested adjoining ...
May 22, 2017
Spring Training for CPA Teams
Baseball fans get excited when spring rolls around. It’s the first step of a new season — the moment when everyone sees what your team is made of. Although there are no leagues or playoffs in public accounting, managers still needs to gear up all ...
May 22, 2017
May 2017 Firm Management Channel
Important Components of a Professional Liability Insurance Policy Covered and excluded services- Ensure that your policy contains no limitation to fees, areas of practice and or persons covered. You want to ensure coverage for a broad variety of professional services and persons that work for you. Coverage must be full tort (not restricted to negligence)....…
May 22, 2017
Are Portals Finally Coming of Age?
Portals have been in existence in the accounting profession for around 20 years. Many public practice firms set up proprietary portals that had integration benefits to their practice management systems and were integrated into early web sites.
May 22, 2017
Reaching Clarity On Remote Work Policies
Remote work is a popular topic of discussion at many firms across the country. Yet few firms sit down to flesh out detailed policies for remote workers before their first virtual employee is in place. Typically, one valuable employee requests to work ...
Technology May 22, 2017
Top Business Trend for 2017: Achieving Work-Life Balance
Transitioning from a traditional IT setup to the cloud can not only save your business IT dollars, but it has nontangible benefits as well. One of those benefits is creating a better work-life balance for your employees.
May 22, 2017
10 Tips for Firm Retreats
As a former managing partner (MP) with a firm who religiously held an annual retreat, I can offer a few tips to you from experience that will help you get the most out of the process. You're investing a lot of time (= money) taking your top talent ...