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 23, 2017
Home Office Deductions: The “Hard” Way Versus the “Easy” Way
As a general rule, you may write off the direct expenses of the home office (e.g., painting and carpeting a room) as well as a proportionate share of indirect expenses, such as mortgage interest and real estate taxes, utilities, insurance and repairs ...
August 22, 2017
One Simple Step Toward Better Strategic Business Partnerships
When you make a list of your firm’s strategic business partners, do your technology solution providers make the cut? If your answer is no, you’re likely approaching these relationships in a way that limits your opportunities to truly leverage ...
August 22, 2017
The New Year’s Resolution
In the weeks before my resolution, I researched everything I could find about this new pricing strategy called Value Pricing. I felt bad about charging catch up clients too much because I figured they would just go elsewhere and I would lose out on ...
August 22, 2017
August 2017 Payroll Channel
FMLA provides up to 12 weeks of leave for family or medical purposes. In specific circumstances, employees can take up to 26 weeks of protected leave. Employees are able to take leave to bond with new children, care for ill family members, or take ...
August 22, 2017
How to Build a Tax Planning Practice
Two words, consistency and focus. We all talk about providing tax planning services, even our websites talk about tax planning and tax consulting services. The harsh reality is that most CPAs only dream of having the time to do tax planning.
August 21, 2017
How Client Experience Can Make Or Break A Firm
If firms are to maintain consistent, positive contact with clients and build strong relationships over time, they require technology designed to support client experience. Today, firms have the back-office (or “back stage”) work covered when you ...
August 21, 2017
The 2017 Under 40 Honorees: Breaking New Ground on All Levels
This year’s 40 Under 40 and 20 Under 40 honorees are visibly and incrementally changing the accounting profession through their exemplary leadership, their innovative thinking, their collaborative efforts guaranteed to provide unity to the ...
August 21, 2017
Elevating Roles in the Face of Automation
It is nearly impossible to exist in our profession without hearing about artificial intelligence (AI), automation, and job loss. You may already see it in your firm when software assembles and delivers tax returns or a trial balance is imported into ...
August 21, 2017
Franchisees Welcome Bill to Reverse Joint Employer Rule
Franchise owners, particularly in the restaurant industry, are applauding the introduction of the Save Local Businesses Act in the U.S. Congress, legislation that would reverse expanded joint employer standards set by the National Labor ...
August 21, 2017
August 2017 Tax Channel
Although taxpayers can claim valuable income tax write-offs for gifts of property to charity, they should not get greedy. If a taxpayer doesn’t have the proper records to back up the claims, most or all of the deduction may be denied.
August 21, 2017
PBC Lists – Prepared By Client Lists Now Automated
Over the past years, we have discussed paperless techniques, 1040 workpaper products, optimizations of processes, streamlining workflows, the use of portals, encrypting email, as well as other tools and techniques to make our work easier, faster and ...
August 21, 2017
A CPA’s Guide to the New EEO-1 Report, and Why It Matters
Employers of all sizes rely on accounting professionals to manage and report on their financial performance. With ever-shifting regulations and compliance demands, the traditional role of accounting professionals is evolving.