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.
February 13, 2019
Job-Hopping Millennials
One of the biggest stereotypes for the millennial generation is that they are constant job hoppers,quickly hopping from one job to another and not committing to lifetime careers like prior generations. Gone are the days of accountants working 30 plus ...
February 13, 2019
Do Your Best Client Management
The culture of most CPA firms supports excellent client service. While we can’t do everything perfectly, partners and team members routinely provide services that have value to the client. Determining your client needs is not something you can read ...
February 12, 2019
Staying Present During Stressful Times
With the busy season upon us, it’s easy to get swept up in work and forget to remain present. While I’ve always been a big proponent of tackling stress with mindfulness, it’s easy to lose sight of the moment when to-do lists seem to keep growing, and as f
February 12, 2019
Tips for Selecting the Right SEO Provider for Your Accounting Firm
Taking the first steps into the world of search engine optimization (SEO) can be intimidating. If you have spent anytime researching the topic online then you have likely seen the sheer number of articles, blog and videos giving advice on keyword ...
February 11, 2019
Job Descriptions – An Essential Tool
There is no federal or state law, rule, or regulation that mandates job descriptions. However, well-written job descriptions that clearly set out the “essential functions” of each job can help avoid or at least help successfully defend some legal ...
February 7, 2019
11 Things to Include in Employee Handbooks
Every business should follow a set of rules and procedures to keep operations running smoothly. As your small business grows, you will need a strong employee handbook to set expectations for employees. Knowing what to include in an employee handbook ...
February 5, 2019
Stop Wasting Time: Do’s and Don’ts of Effective Meetings
Meetings are an unavoidable yet fundamental part of life for businesses of all types, including accounting firms. In fact, they probably take up about a quarter of your workday, suggests a recent Accountemps survey.
January 29, 2019
Mindset is the Differentiator
When you embark on a new technology initiative, you may focus on choosing the right software or working with the right consultant. These things are essential, but what really makes or breaks a project occurs before any of these decisions are made.
January 23, 2019
If Clients are Leaving, the Problem Might be You
Warren Buffet famously said, "It takes 20 years to build a reputation and five minutes to ruin it." Well before Buffet came along, however, Benjamin Franklin was dispensing similar wisdom: “It takes many good deeds to build a good reputation, and only ...
January 21, 2019
The New Timing of Income Inclusion Under Section 83(i)
Under TCJA, if a Code Sec. 83(i) election (also called an inclusion deferral election) is made, then the tax year of inclusion is the employee's tax year that includes the earliest of (Code Sec. 83(i)(1)(B)):
January 17, 2019
Are Your Salaried Employees Truly Exempt?
There are individuals in every workplace in the United States who are paid a salary and considered exempt from pay for overtime after forty hours in a work week. While the issue of whether employees are properly classified as exempt is always an issue ...
January 14, 2019
2019 CES Top Techs and Innovations (Boots on the Ground at CES)
Each January over 180,000 electronics enthusiasts converge on Las Vegas for the International Consumer Electronics Show (CES) which is the largest technology event in the world. CES is the launchpad for thousands of new products ranging from home, ...