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.
July 7, 2020
Getting More From Your Zoom Meetings
If you’ve ever asked a question to a large group during a videoconference, you know that getting a response isn’t always straightforward. In some instances, a dozen people will try to talk at once. In others, everyone will sheepishly wait for ...
June 30, 2020
Covid-Normal: Worker Stress, Work/Life Balance and Productivity Start to Stabilize
For workers currently employed, this new “normal” has many working remotely, forced to adjust to how they get work done. Those required to work remotely responded that the ability to complete tasks and connect with others was severely impacted due to technology issues, lack of necessary equipment to work effectively, and distractions.
June 24, 2020
How to Modernize your Tax Practice – Part II: Empower Your Work and Team
There are many advantages to leveraging the cloud to consolidate your document storage. These include increased document accessibility, improved time management, and enhanced data security, not to mention a ...
June 18, 2020
Practice Management in a Future-Ready CPA Firm
Has your firm committed to aligning people, processes and technology? Are you positioned to meet the leadership challenges of the future? If so, congratulations! If not, it’s time to get started!
June 18, 2020
Estate Planning in an Abnormal Time
While no one can predict how long the current environment will last, practitioners are in a unique situation to advise their clients on how they might take advantage of current gift and estate planning opportunities.
June 18, 2020
2020 Review of Professional Tax Preparation Systems
Every year, accountants and CPAs are tasked with keeping track of all of the changes to tax laws. However, tax year 2019 brings with it its own set of challenges apart from the standard tax changes that are expected annually.
June 17, 2020
Summer Challenge – A Video Marketing Campaign
Reflect for a moment on how much video content you consume in a week. Is it none, only a few minutes, or possibly hours? According to Marketing Charts, by the end of 2020, nearly 100 minutes per day of video will be consumed in the U.S.
June 16, 2020
How to Modernize Your Accounting Firm – Part I: Reshaping Client Relationships
Traditionally demanding tasks such as gathering client information or payment, have now become simple and streamlined. You may have to adopt new technologies, but the result is an improvement in client relationships and time savings for your firm.
June 16, 2020
AICPA News: June 2020
AICPA News is a roundup of recent announcements and events from the American Institute of CPAs.
June 16, 2020 Sponsored
QuickBooks ProAdvisor Program Adds New Resources, Features, and Training Courses
Here are several new resources, features, and trainings (all accessible via the ProAdvisor tab in QuickBooks Online Accountant) that increase your knowledge while helping you better advise your clients and scale your impact.
June 15, 2020
3 Quick Tips to Make WFH Successful
Over the 20+ years I’ve worked from home, I have collected many techniques that might help you make it through this unusual time and even position you for a future of full time or at least part time working from home.
June 15, 2020
One Certainty in an Age of None: He Who Hesitates is Irrelevant
Instead of getting consumed with everything you don’t know, focus on the known variables. Going back to the example of the payroll protection program, recommend a course of action based on what you know today.