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.
September 27, 2023 Sponsored
QuickBooks Money Offers Subscription-Free Payments and Banking for Small Businesses
Intuit recently announced the debut of QuickBooks Money, a new, all-in-one payments and banking solution with no monthly fees or minimum balance requirements that gives small businesses complete control of their money from anywhere.
Taxes September 26, 2023
IRS Rolls Out New Chatbot Feature for Certain CP Notices
Chatbots will be used to help answer basic taxpayer questions about three notices in the CP series, the IRS said on Tuesday.
Auditing September 26, 2023
BDO USA, Two Audit Partners Tagged with Fines for Breaking PCAOB Rules
BDO USA was fined $2 million and two of the firm’s partners were fined a total of $60,000 for failures in the 2017 audit of AAC Holdings.
Payroll September 26, 2023
Only Richest 20% of Americans Still Have an Abundance of Pandemic Savings
For the bottom 80% of households by income, bank deposits and other liquid assets were lower in June this year than they were in March 2020.
Taxes September 26, 2023
IRS Updates 2023-2024 Per Diem Rates for Business Travelers
Taxpayers can use the special per diem rates to substantiate the amount of expenses for lodging, meals, and incidental expenses.
Firm Management September 26, 2023
Armanino to Merge in Top 200 Firm Janover
Once the transaction closes on Nov. 1, Janover’s 20-plus partners and more than 200 team members will join Armanino.
Taxes September 25, 2023
IRS Gives Tax Relief to Those Affected by Hurricane Lee in Massachusetts and Maine
All individuals and business owners in these two states now have until Feb. 15, 2024, to file their returns and make tax payments.
Taxes September 25, 2023
FTC Warns Five Tax Prep Giants About Possible Fines for Misusing Client Data
Companies could face thousands of dollars in fines for using clients’ confidential data for purposes other than tax preparation.
Firm Management September 25, 2023
Five Tips for Giving Employees Gifts That Will Make a Difference
Recognizing employees for their hard work and contributions is a cornerstone of successful employee retention. It's a way of saying, "We value your efforts, and you are an integral part of our success."
Accounting September 25, 2023
Your Firm and Your Fall Game Plan
What does your game plan for this fall include? It would be best if you took this time to address the top few issues and develop a plan to complete those by mid-December while accommodating tax planning, Client Accounting Services, and cleaning up any other open projects for the year.
Accounting September 25, 2023
How to Accurately Price Advisory Services
It involves an understanding of your clients' unique needs, the complexities of their business, the value your firm is offering and bringing to the table, and the competitive landscape.
Firm Management September 25, 2023
7 Steps to Create a Culture that Attracts A-Players
To help you construct a firm culture that will help you attract A-players and unlock your firm’s true potential, I offer you these steps which I have used myself and I have seen work for many entities.