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, 2021
Using Agile Methodology on the Digital Transformation Journey
Transformation is a concept applicable to nearly every aspect of our lives: our diet, our home, our leadership style, etc. And regardless of the application, the focus is consistently the same: moving from point A (the current state) to point B ...
May 20, 2021
Job Optimism Increases; Workers Ready to Return to Workplaces
There is also a new optimism that additional job opportunities will emerge later in the year, contrasting with results from last year in which negative sentiments weighed heavily on most respondents around the world.
May 20, 2021
Ah COVID-19, We Hardly Knew Ye
As the country's businesses are starting to get back to normal, or redefine normal as the case may be, it seems a good time to reflect on the nature of this beast we call pandemic and how thoroughly it took us by storm. From closed offices and remote ...
May 19, 2021
AICPA Proposes New Quality Management Standards for Firms
The American Institute of Certified Public Accountants has proposed three new standards on quality management for CPA Firms at the Firm and engagement levels. The proposed standards bring essential changes to the way firms oversee the quality of the ...
May 18, 2021
Job Descriptions and Essential Functions
Unlike common workplace policies such as time and a half pay for overtime or mandatory family and medical leave, which are legally mandated, no federal or state laws or regulations require employers to have written job descriptions.
May 13, 2021
AICPA News: May 2021
AICPA News is a round-up of recent announcements from the institute. AICPA Names Four new Accounting Doctoral Scholars The American Institute of CPAs (AICPA) recently named four new Accounting Doctoral Scholars (ADS), which identifies currently practicing CPAs interested in becoming accounting professors to assure future accountants have necessary and up-to-date skills. The following individuals will receive a $20,000...…
May 13, 2021
What to Know When Measuring Your Team’s Productivity
Thanks to the dawn of the digital era and modern technology, the business landscape continues to shape and shift in unprecedented ways. Entrepreneurs across industries leverage various tools to upgrade their practices and systems, ensuring that ...
May 13, 2021
Professionals on the Move: May 2021
Professionals on the Move is a round-up of recent hiring and promotion announcements in the accounting profession and related industries.
May 13, 2021
Setting Your Clients Up for Success with the American Rescue Plan
While every tax season can get a bit hectic, this one will prove extra challenging for tax professionals and their clients. It’s critical to make sure that you set your clients up for success to ensure that they’ll be able to navigate this complicated ...
May 13, 2021
Client Experience for Today – Practice Management for Today
From the May 2021 Issue. Has your practice evolved to a new way of working, or are you doing things pretty much as you did a decade or more ago? Through the years, I have tried to show you a safe way to upgrade your practice tools with technology while still serving your client well...…
May 13, 2021
Are Your Website Rankings at Risk? Big Changes in 2021 for Digital Marketers
While accountants and tax pros were busy keeping up with tax law and accounting changes, marketers faced a few huge changes of their own in the digital marketing space, mostly from Google. Here’s a run down of a couple of things that happened during ...
May 12, 2021
How Working Conditions and Attitudes Have Changed Due to the Pandemic
COVID-19 has dented worker sentiment: although the majority (86%) of workers still say they feel optimistic about the next five years in the workplace, this is down from 92% last year. While overall optimism may be the long-term outlook, it is uneven ...