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.
May 21, 2018
2018 Review of Sales Tax Systems
In this issue, we review several sales and use tax software products that are designed to make managing sales tax functions easier. Many of the products offer tracking and filing in all the necessary states, though a few offer filing capabilities in ...
May 21, 2018
Workers’ Comp Claims: A Common Employer’s Nightmare
Given that many workers’ compensation claims involve injuries that could be considered a “disability” under the provisions of the Americans with Disabilities Act, as amended, (ADAAA), there is a likelihood that it may apply at least in some ...
May 21, 2018
Discipline is the Game Changer
Transformation happens one step at a time. One decision at a time. Repeated steps in the right direction lead to new destinations instead of down the same old paths. But we must keep in mind that the road to change or transformation is uphill.
May 21, 2018
Convenience vs. Security in the Internet of Things
Any device that communicates and can be accessed via the internet based upon its IP addresses plays a role in your firm’s security. This obviously includes mobile devices, but it may also include copiers, printers, thermostats, televisions, motion ...
May 20, 2018
7 Must-Haves for Accounting Firm Succession Plans
The most stunning statistic today in the CPA industry is this: 80% of first generation firms never make it to the second. Why? They have non-existent or ineffective succession plans.
May 18, 2018
2018 Reviews of Fixed Asset Accounting Systems
Whether you’re a startup, a multi-national corporation, or somewhere in between, you have fixed assets. Purchased for long-term use in a business, fixed assets can include office furniture, computers, printers, vehicles, machinery, buildings, and land.
May 17, 2018 Sponsored
Intuit Announces ‘Connect to PayPal’ Integration
Transactions retrieved by Connect to PayPal are shown in the banking section of QuickBooks, so the import process is entirely visible, instead of "behind the scenes" as with the old Sync to PayPal app. Further, attempts to record transfers more than ...
May 16, 2018
Is there Pay Disparity at Your Firm?
Should pay be transparent or forbidden to be discussed? Eighty-two percent of employers said there should be transparency of pay in the U.S., and 42 percent of employers said that proposed legislation that prohibits employers ...
May 16, 2018
9 Ways to Manage Capital Gains
Investors want to rebalance or reduce their exposure to stocks without creating a large tax bill. We specialize in tax-efficient portfolio management and can help you minimize the taxes you will pay. Here are 9 ways to manage your investment taxes more...
May 16, 2018
How to Really Thank Your Team After Tax Season
Many firms have a bonus structure in place to financially reward employees, but that’s not enough. More than a nice gesture, going above and beyond — much as your workers have done since at least January — when showing appreciation is a must to keep ...
May 16, 2018
Is It Time to Start Your Own Accounting Firm?
How to know when you’re ready … and how to develop clients and grow your practice .
May 16, 2018
4 Ways to Help Your Clients Increase On-Time Invoice Payments
Accounts Receivable (AR) are a critical component of a business’ tax compliance. When it comes to accounts receivable, are your clients getting paid on time? When you review your clients’ books, is their Days Sales Outstanding (DSO) more ...