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.
January 13, 2021
Decision 2021: Comfortably Numb or Uncomfortably Thriving?
If 2020 taught us anything, it is to expect the unexpected. No other year in our lifetimes could have prepared us for 2020’s brutal forces of disruption. The accounting industry was not immune to these disruptions.
January 11, 2021
Unions at The Crossroads
Employers who lack the necessary knowledge and experience regarding permissible conduct during a union organizing campaign frequently engage in activities found to be unlawful after the fact. Such conduct often constitutes unfair labor practices (ULPs).
January 5, 2021
A Guide to Building a Culture of Accountability at Your Firm
Compared to other workplaces in different industries, the typical accounting firm deals with a greater need for a direct and clear management style.
January 4, 2021
Another Virtual Event? Not with the Spatial Web
For accounting firm leaders, now is the time to start to research and experiment with these technologies. While your clients might not build their own Spatial Web, they will likely participate in it. When your clients inevitably start ...
December 30, 2020
5 Myths About Cloud Accounting
One challenge for accounting firms is the tendency to keep using legacy softwares that their clients previously used. After all, it isn’t broken, why fix it? The problem with that logic, however, is that it keeps many companies obsolete when there are ...
December 29, 2020
The 3 Biggest Lessons From COVID-19 for Accounting and Finance Pros
This has been a year of unprecedented disruption and change, a lot of which will still be with us in the new year, as well. Remote work, for example, isn’t going anywhere. So organizations should be looking to proactively invest in tools and systems to...
December 29, 2020
How a Domain Name Change Impacts Search Rankings
You may have heard some buzz about the top-level domain “.CPA” promoted by the AICPA. It’s an exciting thought, but how might it impact your firm?
December 29, 2020
Reviews of Hosting Systems for Accounting Firms
As we all are dealing with the near universal push to remote in 2020, everyone has had to figure out overnight how to work virtually or remotely, and, for some, their tech stack made this conversion.
December 29, 2020
Determining the Date of Assessment for IRS Collection Purposes
Generally, the statute of limitations (SOL) on IRS collection enforcement is ten years from the date the tax is assessed. In the Internal Revenue Manual (IRM), the IRS refers to the date that ends the period in which collections may be enforced as the ...
December 28, 2020
Mind-Bending: The Move From Accountant to Advisor in 2021
If 2020 were any indication, 2021 may come with its own fair share of surprises. By sharpening our mental flexibility, we can be ready for what comes next and to reach farther, more easily and quickly. Just like we practice touching our knees, then our...
December 28, 2020
Companies Agree: High Growth Means Automation
Contrary to what many might expect, the pandemic has done little to damper optimism about growth at most companies. From right before the pandemic hit to today, accountants, bookkeepers, and companies in general continue to have a positive outlook for ...
December 28, 2020
What 2020 Taught Us About Remote Work
There is no bigger takeaway from this year than that cloud-enabled software is vital for modern businesses. The cloud has always been billed as allowing you to work from any device, at any place, at any time.