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 18, 2017
2017 Reviews of Professional Tax Preparation Software
Tax compliance systems are a necessity for the busy tax professional that annually has to sift through the latest laws, what may become law, or what is no longer relevant in order to accurately prepare tax forms for their clients.
August 18, 2017
New Tools Help Tax Practices Thrive
This competition and need for increased productivity has driven technology innovation in the last few years, from tax document automation, to increased integration options, and mobile expense tracking apps that are focused on keeping solid records for ...
August 17, 2017
Employers Concerned Over Heightened Immigration Enforcement
Issues surrounding immigration have been a focal point for employers since the 1986 passage of the Immigration Reform and Control Act (IRCA). The effects of that law and its requirements have made the hiring process a source of major concern for many ...
August 17, 2017
The Almost (But Not Quite) Automatic First Time Penalty Abatement
Has a client ever forgotten to give you a reporting document while you were preparing their taxes? Have you ever had a new client who needs your help addressing a notice or audit letter? In circumstances like these, in which the tax liability may have ...
August 16, 2017
Streamlining the Client-Firm Relationship
Intuit rolls out new improvements to Lead Accountant, Audit Log and Custom Reports designed to improve firm functionality and client connection
August 15, 2017
Goodbye, Trouble Clients – Hello, Perfect Clients: Increasing Client Numbers through Accurate Positioning
Positioning means making clear claims about your firm’s expertise and stating whom you intend to serve. Whether it’s online, in marketing materials or in person, it should be so assertive and transparent that it sets your firm apart.
August 15, 2017
Four Tips for Maximizing Your Clients’ Education Benefits
If you have clients with college age children, now may be a good time to refresh your knowledge about the various tax education benefits that are available and the strategies for making the most of them. Here are four tips that can help you determine ...
August 15, 2017
Exploring the Best Ways to Save for College
We all know a college education is very expensive, and costs are continuing to escalate. According to College Board’s Trends in College Pricing, the average full-time student at a four-year, non-profit private university will pay $32,410 a year in ...
August 11, 2017
4 Marketing Tips to Keep Your Accounting Firm Top of Mind with Contractors
Contractors are unique when it comes to location. Their office often changes based on the project location. Knowing that, what can you do to maximize your efforts to reach these nomadic business pros?
August 11, 2017
4 Tips to Boost Efficiency in Finance Teams
For business leaders, increasing profits holds a permanent spot at the top of the priority list. And with a constant focus on the bottom line, there’s no room for flawed revenue and expense tracking. Sure, you may have accurate records and a finance ...
August 8, 2017
There’s Always a Diamond
You can tell from the air if a diamond is well cared for. The infield and outfield grass is green, the baselines are clearly laid out with straight edges and filled with that red/brown sand/clay mix, the pitcher’s mound and the batter’s box are ...
August 8, 2017
The Whistleblower Award – IRS Dysfunction at its Best
On paper, it sounds good. As a concerned citizen, you see something that isn’t right and you do your American duty and blow the whistle. All government agencies have a Whistleblower Program, but none quite as dysfunctional as the IRS’.