Firm Management April 21, 2026
CBIZ Expands AI Partnership with Microsoft
CBIZ will leverage Microsoft Foundry to develop an agent-native operating platform, alongside Microsoft 365 Copilot and Microsoft Copilot Studio.
February 22, 2012
New Book Shows Accountants How to Compete Successfully
Professional Services Marketing 3.0, with an introduction by Michelle Golden, provides a view of the evolution of marketing for professionals since 1977.
February 20, 2012
Accounting Firm Wows Manhattan with Flash Mob
WithumSmith+Brown's second viral video, presented at their annual "State of the Firm" meeting shows this firm knows how to have fun and Party Rock.
February 17, 2012
Professionals on the Move – February 17, 2012
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
February 13, 2012
Life-Work Balance — Myth or Reality?
There’s one question that continues to linger in the profession: does life-work balance really exist? Or is it a myth? As I look back over my thirty-year career, I recall enjoying periods of life-work balance, while other times seemed like utter chaos. Like the popular 70’s song says, “To everything, turn, turn, turn, there is...…
February 8, 2012
Tools and Apps to Help Manage Your Travels
Traveling can be challenging, and even just planning your travels can be time-consuming and frustrating.
January 26, 2012
SWK Technologies Acquires Sage Accounts of IncorTech
IT consulting firm SWK Technologies, Inc. acquired the Sage accounts of southern California-based IncorTech.
January 18, 2012
Blackbaud, Inc. to Acquire Convio
Blackbaud, Inc., a provider of software for nonprofit organizations, has entered into an agreement to acquire Convio, a developer of engagement solutions that help nonprofit organizations more effectively raise funds, advocate for change and develop relationships. Blackbaud and Convio are both publicly traded on the NASDAQ, as BLKB and CNVO, respectively.
January 12, 2012
Thomson Reuters Acquires Largest Canadian-Owned Tax Compliance Vendor
Acquisition shows an emerging global perspective on professional tax compliance, and makes Thomson Reuters one of the top three pro-tax providers in Canada, behind CCH, a Wolters Kluwer business, and Intuit.
January 10, 2012
Thomson Reuters – Engagement CS
800-968-8900 cs.thomsonreuters.com/engagement 5.0 overall BEST FIT Small to medium sized accounting firms with a focus on audit engagements, especially those currently relying on PPC Practice Aids for guidance. STRENGTHS Strong integration with PPC Practice Aids and other Thomson Reuters products Ability to manage engagement without network connectivity Available as a fully hosted solution POTENTIAL...…
January 7, 2012
Eide Bailly to Merge with Wipfli
Combined, the firms will rank in top 15 firms in U.S with more than 41 offices, 2,300 staff, 70,000 clients and annual revenues over $314 million.
November 22, 2011
6 Effective Tools for Tax Document Automation
6 Effective Tools for Tax Document Automation
November 22, 2011
Building a Practice for the Future
Tax and accounting professionals who start their own firms from scratch face benefits and significant challenges. On the pro side, they have the opportunity to build the firm as they wish, from internal practices to staffing and management styles. Of course, there can be significant startup costs, and the firm starts with a client roster…