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.
April 19, 2022
Post Tax Season: 10 Tips for Getting the Most Out of Your Tax Season Debrief Meeting
The next two months offer great opportunities to research, acquire and pilot new tools and processes so they become the new firm standard before the September and October deadlines. Below we outline 10 tips to optimize your post-busy season debrief ...
April 19, 2022
Earth Day Tax Breaks
On April 22, 2022, the United States and much of the world will mark the 52nd celebration of Earth Day, a day set aside each year to promote environmental protection. Americans often commemorate Earth Day by planting a tree or participating in an ...
April 18, 2022
The Future of Virtual Meetings
Whether you are a fan of video conferencing, look forward to returning to in-office meetings, or stand somewhere in between, you can be sure the process is here to stay. And thanks to the speed at which modern technology moves, I believe it’s safe to ...
April 16, 2022
If Your State is Legalizing Marijuana, Here’s What Accountants Need to Know
The truth is that as an accounting professional, if you’ve served agriculture, research labs, or retail operations — you already know the basics of serving a cannabis company. The biggest difference lies in the stringent reporting requirements and ...
April 14, 2022
6 Tips to Maintain Focus Throughout the Workday
We all know the feeling: some days, you have too much to do and too little time. You bounce from task to task, trying to complete what you can, but you find you didn't get nearly enough done by the end of the day. That could be because of a lack of focus.
April 12, 2022
Are Your Employee Handbook Policies Legal?
Employee handbooks have long been an essential workplace tool. Regardless of size, all employers should maintain a handbook. Handbooks often provide an employer’s history as well as its mission statement and guiding philosophy. They spell out the rules what is expected of employees and what the employer will provide in return. They have become ubiquitous...…
April 12, 2022
How Businesses Can Claim Remaining COVID-19 Relief Benefits
While many economic relief programs have lost or exhausted their funding, planning in advance is key to generating the full scope of remaining benefits. Work with an advisor if you need support to understand the tax and audit considerations related to ...
April 12, 2022
Tips for Nonprofits to Have a Successful Financial Audit
Auditors assess your organization’s internal controls, audit trail, and, most importantly, where and how your nonprofit spends funding. The auditors want to make sure your organization properly allocates the funds it oversees. If your organization has its
April 12, 2022
Your Firm and Your Staffing
Having a somewhat "normal" tax season behind us certainly feels good. While it would be nice to have COVID behind us and the IRS caught up, these issues may be part of our "new normal." Unfortunately, staffing issues also seem to be part of the new ...
April 11, 2022 Sponsored
New QuickBooks Business Network Automates and Streamlines Collaboration for QuickBooks Online Customers
The network and its features are currently rolling out in phases to accountants and their small business clients. It is expected that all U.S. accountants will have access in summer 2022, making the network one of the largest communities of ...
April 10, 2022
How Firms Can Retain Top Talent During the Labor Crunch
Today’s accounting world faces an unprecedented challenge: How can firms scout and retain top talent from a perpetually shrinking pool of accounting professionals while avoiding undue burdens brought by inflation?
April 10, 2022
AICPA News: April 2022
AICPA News is a round-up of recent announcements from the American Institute of Certified Public Accountants.