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.
December 13, 2016
Where Does Time Go?
It’s hard to believe another year has come and gone. The old adage that time flies when you’re having fun has certainly applied to our family with the addition of three new grandchildren this year! While we often track time in our lives by birthdays ...
December 13, 2016
How to Speed Up the Hiring Process
If you’re having trouble landing highly skilled candidates, you may need to make your hiring process faster and more efficient. Here’s how:
December 13, 2016
2016 Review of Tax Document Automation Systems
While tax document automation software can automatically populate relevant information on tax returns, the products also offer digital PDF workpapers, allowing users to easily create binders for each client following a specific order, so all binders ...
December 12, 2016
How the Cloud Can Transform Your Accounting Practice
As automation and do-it-yourself tax preparation services continue to grow, accountants must find ways to use the latest technology to their advantage and differentiate themselves from the competition. Not only does cloud technology provide the ...
December 8, 2016
Hosting Solutions for Accounting Firms
A simple reminder to get you started: all of these products scan, incorporate from a portal or from pictures snapped on client’s cell phones all of the documents for a 1040 tax return. They tend to sort them in tax preparer/IRS form order in a PDF ...
December 7, 2016
Accountants Want To Eliminate Paper Checks
Additionally, the survey exposed concerns about bill payment efficiency and security. Respondents that relied on handwritten checks or computer-printed checks often spend more time on bill payment, and 66% of all respondents worry that clients do not ...
December 7, 2016
What President Trump Means for Labor and Employment
Over the course of the last eight years, the Obama administration has made a series of changes that have led to more economic and regulatory burdens for businesses, while often strengthening unions. Many of those changes could be undone, rolled back ...
December 2, 2016
5 Year-End Tax Tips for 2016
It’s that time again. It’s the second half of the fourth quarter of the year ─ time for cooler weather, the holidays, and year-end tax planning. If you have a crystal ball, or you have engaged the services of Karnack the Magnificent, read no further ...
November 17, 2016
The Basics of Sales Tax Filing for Small Businesses
The rules and procedures for filing sales taxes are completely individual to each state. So it’s imperative to find out what the rules and processes are for each state where you are collecting sales taxes. For those specifics, you can turn to our ...
November 17, 2016
8 Rules for Effective Technology Management
The ongoing war for talent, coupled with the rapid advancement of technology, is fueling exponential growth in the importance of technology. It creates a challenge and an opportunity. From the challenge side, we are already being forced to do more ...
November 17, 2016
2016 Review of Hosting Providers for Accounting Firms
No longer do business owners have to choose between an online version and a desktop version of a product. Using an application hosting service, users can access their favorite products remotely.
November 17, 2016
Year-End Payroll and Tax Reporting Tips
As the end of 2016 inches near, there are many things that employers or their financial service providers must do to stay in compliance with state and federal reporting regulations. These tips serve as a reminder, and can also help streamline ...