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 9, 2019
The Digital Services Tax – What to Know Before Your Clients Ask
The OECD, European Commission and others have been studying this for many years. The AICPA recently released a policy paper that explains the topic, issues and lists what some countries are doing or proposing. See AICPA Policy Report – Taxation ...
January 7, 2019
New Year, New Trends: 5 Tips for Success in 2019
From the introduction of innovative technologies to a continuing demand for skilled talent, many factors affected the way businesses across all sectors managed their workforces in 2018. For finance and accounting firms, here are the factors that will ...
January 7, 2019
What Does It Mean to Register for Sales Tax Collection?
New sales tax obligations for many companies and organizations are revealing themselves post-Wayfair. When a company or organization (“seller”) determines it is in its best interest to begin complying with a state’s sales tax rules, tax experts and ...
January 6, 2019
Sales Tax Changes Businesses Need to Know for 2019
Several states have already filed economic nexus legislation for consideration in 2019, including Arkansas, Missouri, and Virginia. Meanwhile, sales tax simplification measures are under consideration in Texas because the Lone Star State has ...
January 3, 2019
Bad Bosses vs. Good Leaders: A Millennial Approach
Unless you are an organization of one, you cannot have complete control over all aspects inside the organization, nor should you want to. Similarly, the statement, “I can just do it better myself,” is a sign of a controlling mindset.
January 2, 2019
How to Better Engage Workers in 2019
It’s no surprise when even the most driven professionals find themselves switching off for a few minutes during the workday for any number of reasons, such as fatigue, frustration or a lack of clarity about an assignment. What might be a surprise, ...
January 1, 2019
Accounting Predictions for 2019
December has come again, and it’s time to predict the big stories for 2019. Here are the seven trends I think will have transformational impact on practitioners and their firms in the coming year:
December 20, 2018
5 Ways Poor Performers Hurt Your Accounting Firm
Almost every employee gets off their game at some point in their career. It’s not the end of the world, and the right kind of coaching often will turn around underperformers and get them back to full productivity.
December 19, 2018
5 Opportunities to Add Value to Your Small Business Clients
Your small business clients are uniquely suited to help your practice grow; in fact, they are very likely your most innovative thinkers who are most open to new ideas. However, due to limited finances and staffing, they may be more in need of your ...
December 19, 2018
How Local SEO is Important to Accounting Firms
As the Internet and Google is ever-changing, so is the behavior of its users and their needs which are currently shifting from global to locally-oriented searches. Currently it’s estimated that 59% of Internet searches are now performed with local intent and approximately half of all mobile searches are conducted to find information about a local...…
December 17, 2018
Firm Leaders: Are Your People Lost?
Understanding the mind of the new millennial generation is one of the growing challenges firms of all sizes are faced with today and this challenge often results in firms feeling that these new millennials are entitled and lazy, but are they really ...
December 17, 2018
How to Market to Childcare Businesses
While word of mouth and referrals are still the best marketing tools for you, here are some additional tactics you can use to market your firm to in-home day care clients.