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.
October 24, 2016
Specialized Services for Accountants Serving Retail Businesses
Each month we explore the advantages and intricacies of developing and growing a niche practice. This month we're examining what it takes to serve the niche of retail sellers.
October 24, 2016
2016 Most Powerful Women in Accounting
Women are increasingly attaining the reins of power in accounting firms, accounting for about 20 percent of firm partners. This is still not enough, according to thought leaders like Amy Vetter, CPA, who notes that women make up more than half of the ...
October 24, 2016
CPA Nancy Ekrem Shares How Her Firm Saved $40,000 a Year with CCH Axcess
When accounting and bookkeeping firm Dewar Meeks + Ekrem decided it was ready to upgrade its tax and accounting software, the choice was an easy one. “Our server was in a server farm where we maintained all of our software ourselves – the CCH ...
October 24, 2016
The Many Lessons That Mentoring Can Teach
Mentors can fill a variety of roles, all of them beneficial to the organization and the mentees with whom they work. According to the AICPA Women’s Initiatives Executive Committee’s Mentoring Guidelines, a mentoring relationship can ...
October 23, 2016
2016 Review of Professional Payroll Systems
Whether you’re looking to bring payroll back in-house for your own firm, or are looking to add payroll services to your firm’s menu offerings, spend some time looking at the products included in this review, download a software trial or view a demo, an
October 23, 2016
2016 Reviews of W-2 and 1099 Preparation Systems
For businesses of any type that may hire a contractor, it’s imperative that a system be in place to ensure that 1099’s are processed on a timely basis. Late or missing filings run the risk of both IRS and other state or local taxing organizations for ...
October 21, 2016
Streamlined Sales Tax: What Small Businesses Need to Know
If your small business clients are trying to figure out how to deal with sales tax, there is a lot of alphabet soup to learn. Here’s one more: SST, which stands for Streamlined Sales Tax. This program can offer valuable sales-tax collection resources ...
October 21, 2016
Is Your Technology Planning Process in Alignment?
The fact that technology is part of everything we do to run our firms and serve clients is why your Chief Information Officer (CIO) or technology leader should have a seat at the management table. To truly align the technology plan, the leader ...
October 20, 2016
How Accounting Firms Benefit From Moving to Client Portals
As more people of all ages rely on mobile apps and devices to manage their daily tasks, online portals are becoming an effective method of sharing and exchanging files and information. They support two-way communications in a simple, secure format ...
October 20, 2016
Awards in the Accounting Profession
Recognition should not be taken lightly. Those who have been recognized by our magazine and other publications in the accounting arena stand out, but not just because they do their jobs well. They are recognized for expertise, dedication ...
October 20, 2016
Meet Rich Preece, Leader of Intuit’s Accountant Segment, Small Business Group
As the leader of Intuit’s Accountant Segment in the Small Business Group, Preece will focus on championing the initiatives that support accounting professionals worldwide, and continuing Intuit’s mission to help accountants save time, grow their ...
October 20, 2016
Movie Review: “The Accountant” – a Must See for Accountants
“The Accountant” is an action film/morality story starring Ben Affleck and Anna Kendrick, which premiered on October 13 and is now in theaters nationwide. While the movie takes a number of liberties and stretches the definition of accountant enough to make any CPA or member of a state board of accountancy blush, it’s a good...…