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.
March 22, 2017
Recouping Sales Tax on Bad Debts: Help Your Retail Clients Reduce the Pain of Bad Debts
For accrual method clients chalking up bad debts, a claim for refund of transactional taxes previously remitted can be a worthwhile engagement. Sales taxes are the most common form of transactional taxes for retailing vendors, and since the majority of retailers remit sales taxes on a monthly basis, sales taxes are often remitted in full...…
March 22, 2017
What is the Thought Leader Symposium?
The symposium itself, which is still hosted by CPA Practice Advisor, provides its members with an opportunity to immerse themselves in deep discussions about pressing issues in the accounting profession, develop opportunities to collaborate, plan ...
March 22, 2017
What is Tax Reciprocity?
Tax reciprocity normally applies to any wages an employee earns through employment: hourly wages, salaries, tips, commissions, and bonuses. Reciprocal tax withholding agreements between states usually do not apply to income earned outside of employment.
March 22, 2017
2017 Invoicing Utilities – Invoice Sherpa
Invoice Sherpa works with many popular accounting software applications such as QuickBooks, Xero, Harvest, and FreshBooks. InvoiceSherpa automates accounts receivable and bill payment options, as well as recurring billing for subscriptions.
March 22, 2017
2017 Invoicing Utilities – FundBox
Fundbox is designed to proactively address cash flow gaps that typically affect small and in-transition businesses that rely on timely payments from their customers. Fundbox users can create an account at no cost, with users only assessed a fee when ...
March 22, 2017
2017 Invoicing Utilities – Bill.com
Well known for its robust AP automation function, Bill.com also offers a decent payment processing platform as well. Bill.com provides users with the ability to choose their preferred payment method and will automatically send invoices to customers ...
March 22, 2017
2017 Review of Invoice Management Systems
While invoicing on the surface seems like a fairly straightforward feature, (and simple invoicing is), how customers and clients are invoiced can be just as important as when. Do you provide your customers with a mailed invoice only?
March 22, 2017
2017 Thought Leader Symposium
The most influential thought leaders in the accounting profession gathered for CPA Practice Advisor's 9th annual Thought Leader Symposium in Indianapolis, February 26-28, where they participated in discussions, and occasional disagreements, about how ...
March 22, 2017
Is Your Accounting Firm Serious About Security?
As I wrote in a previous column, whether it’s securing a perimeter in a war zone or an accounting firm, the strength of the defense is only as robust as the front lines. In your firm, the front line is your people who are handling sensitive client data on
March 21, 2017
Key Questions HR Leaders Need to Address Now
More than 400 HR leaders recently descended on Denver to attend the Mile High SHRM Conference, where leading practitioners and speakers shared inspirational stories on human resources. As a speaker at the event, I led a discussion on “HR’s Changing Role” and shared insights into current and emerging issues in human capital management, employment trends,...…
March 21, 2017
Tax and Payroll Legislation Updates for 2017
Forms 1094 and 1095 will most likely survive for at least this year, so make sure to keep tracking. The Cadillac tax will probably go away later this year, and it is possible that the employer mandate could go away this year, as well (not yet confirmed).
March 21, 2017
Sooner IS Better for AR and Invoicing!
I’ve promoted value billing and hotel billing as worthwhile approaches to increasing revenue by getting paid what your advice is worth and missing less billable time. Several pundits have jumped on the value billing band wagon and are promoting this ...