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.
August 24, 2021
Why the Players That Focus on Both Sides Will Win the B2B Payments Market
There are two sides to every payment—creation and receipt. When it comes to consumer payments, both sides are straightforward, especially with today's technology. But in the world of business payments, process complexity adds friction between them.
August 23, 2021
Ask Your Small Business Clients This Question
“What is most important to you today?” By asking your clients what’s on their minds today, you can tackle head on their most pressing problems first.
August 23, 2021
Top Trends in State Sales Taxes and Policies
Change is afoot as we come to the end of 2021. As COVID-19 relaxes its stranglehold on the United States, states are considering how tax policies can be adjusted to help mitigate the worst effects of future crises.
August 22, 2021
The Perfect Client Doesn’t Exist: Finding a Proper Fit Between Firm and Clients
Finding the perfect client is impossible, because the perfect client does not exist. Having been in the accounting field and tax profession for 30+ years, I’ve learned to end my pursuit of chasing clients who deliver their tax documents ahead of time...
August 13, 2021
AICPA News – August 2021
AICPA News is a round-up of recent announcements from the association.
August 13, 2021
A Guide to Better Client Communication
In an accounting world obsessed with advisory services, it’s strange that we tend to overlook the foundational aspect of relationships: communication.
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August 13, 2021
How Personality Traits Influence the Most Powerful Women in Accounting
Why do people do what they do? This question has kept me curious about people ever since I first figured, years and years ago, that twins behave so differently. That puzzled me to no end. My keen interest in human behavior sciences was born from ...
August 13, 2021
Apps We Love – August 2021: New Technology
For a long time, apps themselves were the new technology. Now apps are evolving, and we’re looking at examples of new types of technology we are seeing in your apps. Some of the members of our CPA Practice Advisor community shared their favorite new ...
August 13, 2021
Back to the Basics
Before the world changed in March of 2020, one of our goals was to become the most trusted professional advisor for our clients. At the even more basic level, we sought to make an impact in our client’s lives with the hope of helping in ways beyond ...
August 13, 2021
Work From Home, or Go Home from Work?
Whether you changed your own work environment as a result of the pandemic, or you experienced changes in relationships with colleagues, clients, customers, and companies, the variations in how we do our jobs certainly impacted everyone.
August 12, 2021
Top 5 Accounting Trends for 2021 and Beyond
Like every other business sector, the accounting profession is rapidly changing. While some of these changes are a response to recent events, ever-changing technology is at the core of many of these accounting trends.
August 11, 2021
Employee Relations in Challenging Times
Most would agree that the majority of 2020 and the first half of 2021 has been one of the most difficult periods our country has ever endured. It is only natural to wonder what to expect for the remainder of 2021 and beyond.