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 20, 2016
Is the Cloud Still Hazy for Accounting Firms?
What works best in the cloud? Some would simply say everything. During August at multiple conferences I heard presenters make claims that if you weren’t completely in the cloud, you were “missing out” and “foolish”. While listening to the presenters ...
Technology October 20, 2016
Building Her Business Her Way… With Experience, Empathy and Understanding
Like many firm owners, Karla Dennis, EA and owner of Karla Dennis and Associates, Inc., started her career in corporate America. She was a tax supervisor overseeing a team of eight employees and clocking major hours. When she decided to start a family ...
October 19, 2016
How to Prepare Millennials for Leadership Positions
While all generations share some characteristics and goals, millennials self-report specific values, ambitions, experiences and motivators. If you want to develop your millennial staff into finance leaders — or even to recruit and retain the best and ...
October 18, 2016
Apps We Love: Retail
Who doesn't want to be better organized? With today's apps, there are lots of opportunities available to organize various aspects of your business and personal life. We asked members of the CPA Practice Advisor audience and family to share some of ...
October 13, 2016
Putting the Cloud at the Heart of Your Accounting Practice
The cloud’s popularity derives largely from two factors – the ability to “pay as you go” for software and infrastructure, and the ability to rapidly deploy and scale technology by leveraging vendor infrastructure. In so doing, firms are able to focus ...
October 13, 2016
Is Your Audit Practice Ready to be Uberized?
More than two decades ago, industry auditing staples such as GoSystem Audit, Fast-Governmental, and Accountant’s Trial Balance were quickly replaced by a new generation of more robust audit engagement binders including CaseWare and CCH Engagement ...
October 13, 2016
How to Make Payroll Profitable
John Magaletti found a better way to do payroll: Better for small businesses, and for his own firm’s profits. As the owner of an investment and retirement planning business, he has been offering advisory and 401(k) services for many years. But after seein
October 11, 2016
Getting Your Partners “On Board”
Passengers and flight attendants had a common goal – get to our destination safely and on time. But for that to happen, we needed two critical people. Those two key people had the same goal as the rest of us – get to our destination safely and timely.
October 11, 2016
Eight Must-Have Items on Your Website’s Home Page
Here’s a quick checklist to make sure your website’s homepage is working hard for you. These eight items should be on your home page for best results:
October 11, 2016
Three Social Media Technologies That Will Save You Time and Trouble
Social media can be incredibly profitable, but it can also be incredibly time-consuming. Here are three tools that help to take the work out of social media and put the profit back in.
October 7, 2016
Voting and the Workplace — How to Stay in Compliance with State and Federal Laws
Elections often stir up passionate feelings—and that seems to be particularly true this year. As politicians and voters gear up for Tuesday, November 8, employers may not know that their workers have certain rights when it comes to elections, and ...
October 6, 2016
The Top 5 Sales Tax Mistakes
Collecting sales tax can be complicated, no doubt about it. For small businesses, sales tax can be even more of a challenge because they probably have limited time and resources to devote to it, but they also can’t afford to make mistakes.