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 24, 2022
Is Your Tech Stack Helping or Hindering Client Experience?
The tools we use should benefit the firm’s productivity and bottom line. But in our quest for productivity and efficiency, we often inadvertently neglect to weigh our client’s experience of the tools in our tech stack.
May 19, 2022 Sponsored
QuickBooks Online Recertification Window Open Through June 30, 2022
Summer is a great time to assess your firm’s strengths, client base, and marketing efforts. Whether you have your own firm or are part of a team, keeping your QuickBooks Online Certification current is a component of life-long learning, as well as ...
May 18, 2022
Firm Management Lessons from the Grocery Store
If you want to successfully evolve your firm into the modern era, you need to start building your grocery store the right way, learn from the transformation of the modern grocery store in the 1960s and modernize your practice.
May 17, 2022
The Secure Act and the Growing Popularity of Roth Conversions
The SECURE Act is a significant change to the retirement landscape. One of the areas it especially impacted is Roth IRAs. So, what does this mean for you and your clients? And, how can you best navigate the changes given proposed tax law changes?
May 16, 2022
Donating Your Andy Warhol? The Tax Implications
In May, 2022, Andy Warhol’s “Shot Sage Blue Marilyn” sold for a record $195 million, making the portrait of Marilyn Monroe the most expensive work by a U.S. artist ever sold at auction. The seller, the Thomas and Doris Ammann Foundation Zurich, is a ...
Technology May 13, 2022
Your Firm’s Next Hire: A Project Manager
Running a modern firm is a team sport. So if you want to increase your capacity and capability to get these projects done successfully, you need to hire a project manager.
May 12, 2022
How Businesses Can Defend Against Payment Fraud
The remote work era brought on by the COVID-19 pandemic has made it even easier for criminals to execute payment fraud attacks. For most companies, it's become a matter of when they’ll face a fraud attack--not if.
May 11, 2022
Cannabis Business Accounting: Bad Debts
If you are on the accrual method of accounting, and you recognize income as it is incurred and someone doesn’t pay you, you have a bad debt. However in cannabis you are stymied by Section 280E, which only allows cost of goods sold (COGS) to be deducted.
May 11, 2022
8 Steps to Finding the Right Software Solutions to Run Your Firm (Part 2)
Price can lead to sticker shock for a lot of firms. Often, people think, “it’s going to cost that much?!” This can lead them to miss out on a solution that can supercharge their firm in ways that manual work cannot.
May 11, 2022
Your Firm and Your Upgrades – Throw It Out!
Prepare to replace all your end-user hardware. The value proposition became clear when presenting at a conference in the past week. 2022 is the start of a massive wave of technology innovation. I have seen this type of wave a few times in my career.
May 9, 2022
7 Ways to Improve Your Work-Life Balance as a Firm Owner and Accountant
Creating more balance in your life can help you take control of your future and your happiness. As a firm owner, you have the power to create your ideal life and your ideal firm. It’s just a matter of figuring out what that means for you, removing ...
May 9, 2022
8 Steps to Finding the Right Software Solutions to Run Your Firm (Part 1)
The right software will save your accounting firm time, money, and frustration. But finding the right solution isn’t as easy as using the first product you come across on a Google search or using the same solution that your friend at another firm uses.