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.
December 22, 2020 Sponsored
QuickBooks Insurance and 401(k) are Value-Adds for Small Businesses
The need is now for insurance has launched an affordable, customizable and easy-to-use alternative. A small business can get a quote online and be insured in minutes, starting from within QuickBooks. If a small business owner needs help choosing a policy, QuickBooks Insurance has an online recommendation tool 401(k) powered by Guideline You can help...…
December 21, 2020
2020 Reviews of W2 and 1099 Compliance Programs
We reviewed 11 W-2/1099 software applications, most of which are stand-alone applications designed to work with numerous software applications and operating platforms.
December 21, 2020
2020 Reviews of Website Builders for Accounting Firms
Keep your clients engaged and informed, and get your potential clients interested in your firm by creating a website that visitors will happily visit on a regular basis.
December 21, 2020
Potential Workplace Changes Under a Biden Administration
The most significant proposed legislation is the Protecting the Right to Organize (PRO) Act. It was passed by the House of Representatives on February 6, 2020 but has stalled in the Republican-controlled Senate. One pro-union publication described the ...
December 7, 2020
2020: The Year that Wasn’t
How many plans did you have in place for 2020 that never got addressed? For me, a year ago, I was about to cross the bridge into a new decade, and so my plans were more grandiose than in normal years.
December 21, 2020 Sponsored
QuickBooks Connect Innovations Roundup: We go Further Together
Intuit hosted its first virtual QuickBooks® Connect on Nov. 18, where the theme was “We go further together.” Thousands attended to take advantage of the many opportunities to grow, learn, and share. To help grow your practice and serve as a true advisory partner to your clients, here are the highlights of the product innovations...…
December 21, 2020
The 2020 CPA Practice Advisor “40 Under 40” Professionals and “20 Under 40” Influencers
The awards recognize 40 professionals who are under 40, and have emerged as future leaders in the profession, and 20 who are under 40 and leading the development of technology that serves the profession.
December 17, 2020
Streaming Entertainment: What We Love to Watch
As we wind down the year of COVID-19, we thought it would be a nice gesture to share with our readers some ideas for what to stream while we’re all locked down for the holiday season and the months ahead. Here's what some of our readers are ...
December 17, 2020
AICPA News: December 2020
AICPA News is a roundup of recent announcements by the association.
December 14, 2020
5 Pre-Busy-Season Marketing Campaign Strategies
Now’s the time to begin ramping up your marketing efforts for what looks to be a very busy 2020 tax season. Some of these items take minutes to implement, while others could take a week or two of planning, development, and execution. Search Engine Optimization (SEO) When was the last time someone reviewed the keyword...…
December 11, 2020
Finding Growth Opportunities in Challenging Times – Increasing Client Interest in New Services
,” which identified the services clients most valued from their accountants. The report was based on survey responses of more than 650 accountants and business professionals across the country. Growing as an accounting firm requires identifying and understanding the services your client base most wants and needs. Among small businesses, the biggest pain points consistently...…
December 11, 2020
Building a Trusted Advisor Toolbox
Technology is commoditizing traditional accounting firm services, decreasing billable hours and motivating firms to build their advisory and consulting service offerings. But making this leap requires a different set of tools than those used for ...