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.
July 14, 2016
New York Show Focuses on CPA Relevance
The tone at July's New York Accounting Show & Conference reflected a concern in the accounting profession about the commoditization of services and what CPAs will do when computers have taken over much of the day-to-day work. It appears an actual fear ...
July 14, 2016
Are Your Firm’s And Clients’ Social Media Policies Legal?
Most employers prefer that employees not discuss their wages with people they know. They definitely prefer that employees not complain about their pay on Twitter. So when a Chipotle employee at a Haverford, Pa., restaurant did exactly that, the ...
July 12, 2016
Audits & Notices: Perils, Pitfalls and Questions to Consider as You Prepare to Represent Your Client
With the 2016 “audit season” in full swing, there’s a strong likelihood that one or more of your clients has already received ─ or soon will receive ─ an audit, notice, or other type of tax-related correspondence. From information mismatch notices, to ...
July 12, 2016
Change for Change Sake? Or ROI?
For some of your organizations, this is the time you are upgrading to Windows 10 and the latest Office 2016. For others, you have decided to stand pat with your Windows 7 and Office 2010 implementation. Part of my purpose in writing this column month ...
July 11, 2016
Ten Tips for Accounting Firm Websites
No matter how web designs change over time or what tools come out to produce them, you can count on these ten hard truths. If you’re willing to accept them, you’ll get the most out of your website and you’ll avoid making rookie mistakes.
July 7, 2016
How Accountants Can Use Video Marketing
Using video is the next best thing to being face-to-face with prospects. It allows your prospect to get to know you in a very unobtrusive way with no risk to the prospect. It also produces amazing results when it comes to search engine rankings.
Firm Management June 29, 2016
How We Can Empower Female Accountants Who Want It All
Despite all the amazing work we’re already accomplishing, many women often (wrongly) feel that they aren’t excelling, both in their professional or personal lives. It’s therefore critically important that you periodically take stock of all that you ...
June 23, 2016
The New Face of Women in Accounting: Changing the Conversation
Technology has opened the door to change the conversation about what’s expected from an accountant and client relationship. Accounts are becoming more of a connected advisor and can do their work from anywhere, anytime.
June 22, 2016
Summer Reading Can Change Your Life!
To help you sift through the choices, we turned to our 40 Under 40 class, that stunning group of people who are paving new paths of leadership in our profession, for book recommendations. Maybe you’ll find some gems here that you can pack in your ...
June 21, 2016
Apps We Love – Education Edition
This month we are focusing on apps that further our education. We surveyed our 40 Under 40 Class of 2015 along with members of the Thought Leader Symposium, and here is a sample of what we discovered.
June 21, 2016
Vacation Blues: One Third of U.S. Workers Unhappy With Paid Time Off Policy
Some sunnier results from the Accountemps survey show professionals plan to take an average of 10 vacation days this summer, and 29 percent plan to take more vacation days this summer than last year.
June 20, 2016
2016 Innovation Awards Highlight Tools for Automation, Collaboration and Insight
The Innovation Awards were first presented in 2004, and honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients through improved workflow, increased accessibility, enhanced collaboration, or other means.