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.
March 15, 2019 Sponsored
QuickBooks Online Advanced Offers a Powerful Solution for Mid-Market Clients
Big things are in store for QuickBooks Online (QBO) Advanced. At the beginning of 2019, Intuit added Client Overview for accountants to its feature set and announced that four more important features – expanded custom user permissions, enhanced ...
March 15, 2019
5 Ways to Fail a Sales Tax Audit
All businesses relish a good sales tax audit. After all, what’s not to like? And did you know it’s possible to spend more time, money, and resources than absolutely necessary during an audit? It’s true. Simply follow the five tips below and you’ll ...
March 15, 2019
Time Management: A Critical Element of Firm Success
Accurate time management plays an important role in the success of any professional services firm, including accounting and CPA firms. While time management includes solid time and billing capability, time management is much more than simply recording ...
March 15, 2019
2019 Reviews of Time and Billing Systems
The level of features found in these products vary widely, but all offer solid time tracking and client invoicing capability. Advanced features and functionality are found in several of these applications as well. Here are some of the features we ...
March 15, 2019
4 Keys to Providing Accounting Services to Auto Repair Clients
One of my favorite types of businesses to work with, as a bookkeeper, are auto repair shops. Since the first client of Kildal Services was a repair shop - and actually still IS a client - I have a special place in my nerdy accounting heart for them.
March 14, 2019
How to Market Your Firm to Auto Repair Businesses
With over 175,000 mechanical automotive repair shops in the U.S., of which 60 percent are family-owned businesses[1], it may be a good market to expand your firm’s industry lines.
March 14, 2019
Avoid the Efficiency Trap
Transformation is a favorite topic of conversation at accounting industry conferences and in CPA communities. At this point, firms know why they need to make changes. The challenge isn’t convincing them they need to automate compliance work, modernize ...
March 14, 2019
How to Make the Most of Virtual Meetings
The internet has brought many changes to our office work environment, and one of the most significant areas where I see firms not ready to meet client expectations is being ready to participate in effective virtual meetings. Virtual meeting platforms ...
March 14, 2019
AICPA News: April 2019
AICPA announces hiring of Kathy King as Senior Director Public Affairs, Advocacy & Media The American Institute of CPAs (AICPA) recently announced the hiring of Kathy King as senior director public affairs, advocacy and media. Kathy will work with the advocacy team in Washington D.C. to promote and defend the public and management accounting profession’s global public...…
March 14, 2019
More States Taxing Streaming Services Like Netflix and Hulu
Fewer North Americans tune into traditional television and cable these days, and it’s harder to find an American or a Canadian who doesn’t stream at least some shows or movies. Likewise, despite the vinyl revival, there’s a rising generation for whom ...
March 14, 2019
Time Management in the Light of Day
I’m not a morning person. There’s nothing about getting up earlier than everyone else that would feel great to me. Instead of working by myself, in the dark, when it’s cold and lonely, I could be cozy asleep in my bed – now that would feel great!
March 14, 2019
Building Sincere Connection in the Workplace is More Valuable than Ever
Technology has made the modern work environment at once ultra-connected and increasingly lonely. In every profession, even if you work in a bustling office amid a clamor of people, the interpersonal disconnect we experience is a strange side-effect ...