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.
August 22, 2018
2018 Innovation Awards Announced
The top technologies for tax and accounting professionals were honored on Tuesday at the Los Angeles Convention Center. The 15th annual Technology Innovation Awards were presented by CPA Practice Advisor during a special ceremony at ...
August 22, 2018
Transferring Wisdom for Continued Success in Your Firm
Attend any conference or peruse any publication in the accounting profession and you’re sure to hear talk about the impact of artificial intelligence (AI), machine learning and other emerging technologies. These advancements present a tremendous ...
August 22, 2018
Building a World-Class Marketing Culture in Your Firm – Part II
This article continues the series on creating a world-class marketing culture in your firm. In Part 1, we explored the definition of marketing and its centrality in the life of a firm. In Part 2, we examine the firm’s brand—what it is, what it means ...
August 22, 2018
How to Conduct an Effective Job Interview
One of the most important steps in conducting effective interviews is the preparation before the interview is even conducted. Interviews can be a time intensive process for businesses. If the wrong person is hired, then additional interviews ...
August 21, 2018
4 Tips for Small Businesses to Survive an Economic Downturn
As we all know, however, the economy is cyclical. And while it’s important to capitalize when times are good, smart business owners also make sure they’re prepared in case things start moving in a different direction.
August 21, 2018
How to Handle Sales Tax for Small Businesses
First and foremost, you’ll need to get a sales tax permit — it’s against the law to collect sales tax without one. Getting a sales tax permit is just one of the many things you have to do when you start a business. To get one, complete your ...
August 21, 2018
2018 Review of Professional Tax Preparation Systems
2018 will definitely be an interesting year for tax professionals, with the most significant tax changes in more than 30 years due to take place. These changes are widespread, taking place for both individual tax filers, as well as corporations.
August 21, 2018
APIs and RPA Tools Automate Client Services
Whether it is capturing data from credit card receipts, reconciling bank statements, reimbursing expense reports, or automatically updating IRS tax statuses, these tools utilize a combination of machine learning, Optical Character Recognition (OCR), ...
August 21, 2018
How to Manage the Risks of Serving Cannabis Clients
Experts predict that America’s cannabis industry will continue to grow over the next four years. The legal cannabis market was worth an estimated $7.2 billion in 2016 and is projected to grow. Medical marijuana sales are projected to grow ...
August 21, 2018
Major Acquisitions Shape Accounting Technology Market
Summer is often thought of as the marriage season, so what better time to review some of the recent marriages impacting the technology sector of the accounting profession?
August 21, 2018 Sponsored
2018 Intuit Rate Survey Uncovers New Trends in Billing and More
Value pricing is based on the maximum amount a given client is willing to pay for a service, typically set before the work begins. Conversely, value billing is usually marking up – or more frequently marking down – the invoice to the client after the ...
August 20, 2018
Helping Business Clients Stay Compliant
Owning your own business means staying current on new laws, requirements and filings. That’s a lot to tackle, and in many cases your clients rely on you to keep them compliant. Do your clients even know they need to maintain their corporation or LLC ...