Firm Management December 11, 2025
Client Experience as a Growth Strategy: Moving Beyond Compliance
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
January 3, 2017
Wipfli Acquires Chicago-Based Accounting Firm BIK & Co.
The combined firm will have over 1,800 associates (including over 200 associates based in the firm’s Chicago offices) and 43 office locations in the United States and India.
January 2, 2017
Brixey & Meyer Acquires Second Cincinnati Based CPA Firm
Doug Meyer, co-founder of Brixey & Meyer, said the firm’s plan is to continue its strong organic growth, combined with growing through strategic acquisitions. “The No. 1 attribute we look for is whether or not the firm meshes well with our existing culture.” In October 2015, Brixey and Meyer acquired Lee Knose & Company, another Cincinnati area firm. “Our goal with...…
December 30, 2016
Professionals on the Move – December 30, 2016
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
December 29, 2016
In Firm: 2017 IT Predictions and 2016 Results
With another year end (and tax season) rapidly approaching, it’s time to once again dust off the magic crystal ball and cobble together our 2017 CPA Firm Technology and Production predictions. This listing will hopefully provide you with fresh insight ...
December 28, 2016
Are Third-Party Systems in Control of Your Firm and Clients?
The ever-present risk of cyber attacks and the growing reliance on vendors due to the cloud model suggests that all types of companies ask: “Who's really operating your systems?” And “What is the cybersecurity risk associated with working with vendors?”
December 19, 2016
What Traits Make a Positive Mentor and How to Find One in 2017
Take a holistic approach when determining the traits that you’re looking for in a potential mentor. There are some qualities that every mentor should possess, regardless of your personality type. On a base level, every mentor should help you take ...
December 16, 2016
Professionals on the Move – December 19, 2016
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
December 15, 2016
2016 Review of BillQuick
BillQuick, from BQE Software, is a scalable product that offers Time and Expense Management, Project Management, Billing and Accounts Receivable, and Accounting functionality. The software typically offers enhancements with the release of each ...
December 15, 2016
2016 Review of Chrometa
Chrometa offers “passive timekeeping,” meaning that time is captured automatically, without the need for timers or manual timekeeping. Chrometa works by simply recording every activity that takes place on a computer or mobile device.
December 15, 2016
2016 Review of ImagineTime Time and Billing
ImagineTime offers a comprehensive time and billing software product that can be used as a stand-alone product, or in conjunction with other ImagineTime applications to create a complete practice management solution. The product is available in both ...
December 15, 2016
2016 Review of Tsheets Time Tracking
Designed for professional firms that wish to schedule employees and track time from varying locations, TSheets can be used from a standard desktop system, as well as mobile devices. TSheets also offers a Partner Program for Accountants, which offers ...
December 15, 2016
2016 Review of BigTime Time & Billing Software
A complete practice management solution, BigTime offers excellent time and billing capability as well as project management and expense tracking capability. The product integrates with all versions of QuickBooks as well as Lacerte Tax.