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 20, 2017
Apps We Love: Password Managers
There was a time when I wanted all my passwords to be the same, but that was way way back when we weren’t so worried about identity theft and hackers. So it’s time to move into the 21st century and learn about options for password management.
October 20, 2017
The Most Overlooked Tax Deduction by Real Estate Owners
The IRS has provided real estate owners with a juicy tax deduction. The de minimis safe harbor election is an annual tax return election that permits a taxpayer to deduct, as ordinary and necessary business expenses, purchases of items that would normally have to be capitalized. Yet this advantageous election is often overlooked by taxpayers....…
October 20, 2017
2017 Review of Accounting Firm Portals
Wouldn’t it be great to simply retrieve client documents in the portal, process their tax returns, upload the return to the portal for the client to access and sign, and simply efile the signed return? Wouldn’t it be great to have a repository of ...
October 20, 2017
2017 Reviews of Hosting Providers
Today, business owners and employees alike use a variety of methods to access software, including iOS and Android smartphones. IT staff has been pared down or eliminated as the need to install and maintain multiple software products on a local ...
October 19, 2017
October 2017 Small Business Channel
More than 25 states allow the sale of marijuana for medicinal use; eight states permit the sale for recreational use. This activity has created new business opportunities for many public accounting firms, but there are unique challenges and risks in ...
October 19, 2017
October 2017 Accounting & Audit Channel
Digital badges appear as an icon or a logo online. Clicking on the badge takes you to a website that validates and explains the certificate. Badges can be used with any online communication like websites, email signatures, resumes and LinkedIn profiles.
October 19, 2017
Pay to Fail: Is There Benefit in Rewarding Failure?
Have you ever made a mistake and then tried to cover it up, hoping no one would notice, hoping you could fix the problem on your own, or counting on it not being an issue relevant enough to worry about? Put yourself in the shoes of the person most ...
October 19, 2017
How to Help Employees Understand and Fill Out Form W-4
When you hire employees, you should have them complete Form W-4 when they start work. The form lets you know how much federal income tax to withhold from employees’ wages.
October 19, 2017
There’s a QuickBooks App for That!
New Apps tab within QuickBooks Online Accountant helps accounting pros expand their role as trusted advisors and add apps directly to their clients’ QuickBooks Online accounts
October 18, 2017
October 2017 Payroll Channel
A new study shows significant trends in enterprise use of external contractors; growing enterprise demand for on-demand support, influx of highly skilled contractors into the workforce, business challenges, and increased individual interest in ...
October 18, 2017
October 2017 Firm Management Channel
It’s ironic that a profession dedicated to minimizing financial risks is so fraught with risk. While many business owners worry about liability and property risk — especially in the immediate wake of Hurricanes Harvey and Irma — insurance for ...
October 18, 2017
Taking a Small Firm to the Cloud
Steve's practice uses AccountantsWorld's Accounting Power system, which makes it easy to collaborate with clients to share data, includes strong financial reporting and write-up functions, has trial balance, and includes a full bookkeeping system for ...