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.
June 3, 2021
How to Use Polls to Measure Your Clients’ Needs
If I were to ask you, “What do you prefer, working or vacationing?” Which would you choose? That simple question is a poll, providing answers that inform content development to get my target market’s attention. Okay. That sounds fun for consumer brands, but are polls something B2B companies could use? Yes! Here’s why. 7 Benefits...…
June 1, 2021
Providing Clarity Around SEC Statement On SPAC Warrant Accounting
Find out why the recent guidance from the SEC on how SPAC warrants are classified requires careful consideration of the specific facts and circumstances for each entity and each contract.
June 1, 2021
AICPA News: June 2021
AICPA News is a round-up of recent announcements from the American Institute of Certified Public Accountants. A Quarter of American Taxpayers Don’t Have a Financial Plan For some people, submitting their tax return to the IRS is a relief as they put the paperwork out of sight, and out of mind, until next year. Others...…
June 1, 2021
Strenghthen Your Client Relationships with Financial Planning
Marriage, divorce, remarriage, having children, or planning for retirement. All of these events can directly impact your client’s tax returns, so why not take tax preparation a step further by offering your clients a way to better plan for these events? It’s likely that you’re already doing some of the work of a personal financial...…
May 28, 2021
CPA Practice Advisor Cover May 2021
May 28, 2021
A Guide to Earning and Managing CPE Credits
Earning and efficiently managing CPE credits is an essential skill for an accountant. You have to decide which courses to take, make sure they meet the necessary requirements, work it into your schedule, report them and then make sure you are always up-to
May 27, 2021
What “Ghostbusters” Can Teach Us About Conversations
Being intentional is a key to many successful habits and here it plays a major role again. The first step is to make connecting with your peers is to make it a priority. Each day spend 15 minutes twice a day to call someone and have a conversation.
May 27, 2021
Post-pandemic Priorities: Reassess Your Target Markets
Yay! At long last we are finally seeing light at the end of the pandemic tunnel. With increasing vaccinations, many accounting firms, technology companies and service providers are slowly moving back from remote work to in-person environments.
May 24, 2021
Small Businesses Face Challenges, But Majority Expect Growth in 2021
Aside from COVID-19, small business owners faced an additional set of challenges, with lack of capital (23%), employee recruitment and retention (19%, and marketing and advertising challenges (15%) topping the list.
May 24, 2021
Finance Leaders Depend on Business Intelligence to Drive Change
In the windfall of the pandemic, high-performing accounting teams have adapted their operational mindset. These forward-thinking leaders have elevated their roles from process administrators to strategic partners that provide tangible, data-driven ...
May 24, 2021
How Remote Work Lends Itself to Reshaping the Back Office
By Kim Lockett. The pandemic has been hard on everyone in different ways, and though the end is in sight, we’re not there yet. But, as we close in on a year and a half of working from home, we can look back with some perspective and perhaps a little pride at how we’ve adapted...…
May 24, 2021
Stuck in the Middle
Finance automation is lagging in the mid-market—where it is needed more than ever.