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.
October 15, 2018
6 Types of Services Subject to Sales Tax
Historically, most states exempted services from sales tax – for a good reason: When states first began to levy these taxes around 1930, people spent more of their money on tangible goods. However, according to the Bureau of Economic Analysis, those ...
October 15, 2018
The Supremes, Wayfair, and Taxes: What Startups Need to Know
Many states are likely to move quickly to impose taxes (some already have). But it could take time for things to play out. For the moment, the Supreme Court’s decision applies only to South Dakota’s tax on internet retailers.
October 15, 2018
The Why and How of Bots for Accounting Firms
Engagement with clients and leveraging your brand is done easier and made stronger with Bots. This emerging technology has promise today and in the future. While applying some Bot technology may be more technically difficult for you to apply without ...
October 15, 2018
The Cloud: Streamlining Workflow and Automation
As an example of how accountants might leverage the cloud’s capabilities, clients can just scan or take a snapshot of invoices to be paid using an app. Those images go into a document storage system, where an optical character recognition (OCR) system ...
October 15, 2018
2018 Review of Website Builders for Accounting Firms
Today, a website is a must. Fortunately, there are products and services available to ensure that your website is engaging, informative, and professional in appearance.
October 15, 2018
2018 Review of Client Portals for Accounting Firms
There are few industries as paper-driven as accounting. W-2s, 1099s, bank statements, and other tax related documents all start out as paper documents. The ability to import some of these items electronically has helped reduce paper loads, but the ...
October 15, 2018
2018 Reviews of Hosting Systems for Accounting Firms
In this issue, we reviewed five application hosting providers. The products vary in size and scope, with some products simply offering QuickBooks Desktop hosting, while others can host multiple applications and even create a custom server for users if ...
October 15, 2018
The Pros and Cons: Biweekly vs. Semimonthly Payroll
Deciding on a pay frequency for your small business is an important decision. Your pay frequency determines how often you process payroll and when employees receive their paychecks. Two popular, yet easily confused, pay periods are biweekly and ...
October 15, 2018
Streamlined Workflow and Automation: Two Important Benefits of the New Cloud
The cloud is poised to revolutionize Client Accounting Services (CAS). With a desktop system, bill payment and bookkeeping for a substantial number of clients is a daunting task. Getting invoices and source material, entering data, and printing and ...
October 14, 2018
Accounting for Political Contributions
We scoured the Federal Election Commission website to find relevant information for accountants who are working with political candidates and campaigns. The following material is excerpted from published reports of the Federal Election Commission.
October 14, 2018
You, Your Clients, And the Cloud
Anyone still skeptical about the importance and viability of cloud software in business probably should consider a line of work that doesn’t involve business. The promise of the cloud (and all its various nomenclatures: “SaaS,” “web,” etc.) is here ...
October 14, 2018
IT Planning for Mergers & Acquisitions
A common issue firms run into when acquiring a new firm is under-licensing. The firm being purchased may be completely under-licensed in certain software programs. Non-compliance can be costly in terms of fees and penalties – running into the tens of ...