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.
September 19, 2017
I Bet My Culture is Better Than Yours!
The Culture of Lean? What is the first thing that comes to your mind after reading that? I am willing to bet a lot of money it isn’t what the rest of this piece is about.
September 19, 2017
How to Create a Culture of Innovation
The word innovation is thrown around a lot in our profession. Everyone wants ideas for doing things faster, easier, cheaper, or better. But rather than drive innovation from within the firm, they’re trying to keep up with what others are doing ...
September 18, 2017
Hurricanes Harvey and Irma — Disaster Planning: It’s Back to Basics for Your Firm and Clients
What can firms do to better prepare themselves for disaster? How can they carry through their trusted advisor role to help clients recover? With technology in today’s environment, we all know it’s easier to prepare and plan for a natural disaster ...
September 18, 2017
Leveraging Supplier Payment Networks for ePayments
The hardest problem in B2B payments isn’t moving the money. It’s simple enough to get payment to suppliers electronically through a credit card or ACH network. What’s hard is vendor enablement—knowing which suppliers accept what payment type, and ...
September 18, 2017
Hardware Matters – Think About Working With None!
With so much focus on Cloud and Mobile, can you imagine using your technology with no hardware? Hardware has become so cheap, reliable and generally good, many of us take this part of our technology experience for granted. It has been ten years since ...
September 18, 2017
How Tax Pros Can Stay Busy in the Off Season
I have stayed busy this offseason. For instance, during tax season, my editor gave me an idea to turn all of my articles into continuing professional education (CPE) classes. I hated sitting through boring CPE classes that didn’t hold my attention.
September 18, 2017
2017 Reviews of Inventory Management Systems
While inventory management is not a new concept, with the advent of online stores to coincide with their brick and mortar counterparts, it’s more important than ever that retailers have a solid handle on their inventory. Good inventory management is ...
September 18, 2017
6 Strategies for Resolving and Minimizing Staff Conflicts
Ideally, a CPA firm’s management team concentrates most of its time on ensuring clients receive the best possible service and strategizing ways to cultivate new customers. That’s the ideal scenario.
September 14, 2017
Accounting for Inventory Shrinkage After a Major Loss
Your small business clients who suffer inventory shrinkage – whether it’s from a natural disaster like Hurricane Harvey or Irma, or theft or simple mismanagement – must account for the event on their financial books. Generally, a firm can enter a ...
September 14, 2017
The Fight for $15, and More
Over the past several years we have seen nationwide efforts, often precipitated by unions, to increase the minimum wage at the local level to $15 as a means of addressing economic inequality. The movement, called the "Fight for $15," has seen some ...
September 14, 2017
2017 Reviews of Retail Point-of-Sale Systems
As we all know, the historical prototype for a retail business was a brick and mortar store, or multiple stores. But today, these same stores are competing with a variety of other retailers including Internet-only sellers, mobile-only retailers, and ...
September 13, 2017
What the End of DACA Means for Dreamer Employers
USCIS announced on September 5, 2017, that they are phasing in a rescission of the Deferred Action for Childhood Arrivals program (DACA). The DACA program began in 2012 and granted temporary status and work permits to the “dreamers” who came here as ...