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.
April 18, 2016
How to Turn Post Tax Season Into Business Valuation Season
A thorough “business cleaning” much like a seasonal housecleaning can provide a business owner with a more efficient operation, a better sense of risk and a plan for the future, whether it’s oriented toward aggressive growth or a four-day workweek.
April 18, 2016
Accounting Firms and the Art of Marketing
Understanding your firm, your people, your proficiencies will prepare you to understand who are the best fits for your offerings and capabilities.
April 18, 2016
Sales Tax Record Keeping Requirements for Retailers
Clients who don’t adhere to state record keeping requirements run the risk of being penalized by auditors. The exact rules and penalties vary from state to state, but it is definitely in your clients’ best interests to stick to the letter of the law.
April 18, 2016
Advocating for Small Businesses Everywhere
Intuit’s Small Business Segment Leader Talks about Why She Pushes for Small Business Success
April 18, 2016
Collaboration + Leadership = Success
The greatest leaders surround themselves with tremendous talent on their leadership team. They understand their own unique abilities and the areas where they fall short. They look for individuals who can complement their strengths and minimize their ...
April 14, 2016
Successfully Navigating Workplace Safety Issues in 2016
For employers, any increase in OSHA fines could be a costly problem, underscoring the importance of a robust and effective workplace safety policy. However, OSHA’s recent enforcement positions only create confusion over how to implement an effective ...
April 14, 2016
What to Do When Employee Withholding Is Incorrect
It's not hard to miscalculate employee tax withholding, especially if you do the calculations without the help of a software program. The rates may have changed without your knowledge – rates change at the first of every year, but there have been ...
April 13, 2016
How to Maintain Internal Controls for Sales and Use Taxes
Many of your small business clients, especially those in retail operations, have struggled with responsibilities for collecting and remitting sales and use taxes to the appropriate jurisdictions. This includes issues relating to sales transactions and ...
April 13, 2016
6 Employee Motivation Tips To Close Tax Season Strong
The home stretch of tax season means heavy workloads and long hours for accountants. This time of year, nerves are frayed and tensions are high. It’s no walk in the park for managers either. In addition to your client load, you’ve got to keep your ...
April 12, 2016
How To Grow Your Bottom Line Without Growing Your Client Roster
You can make the services you currently offer more profitable by plugging holes that drain your firm’s resources. Chances are many of your business clients still write manual checks, meaning you perform their after-the-fact write-up work.
April 12, 2016
3 Income Tax Surprises and Their Warning Signs
Wouldn’t it be nice if our clients contacted us before making any type of financial transaction with a tax consequence? Unfortunately, many of us as tax advisors are out of sight, out of mind, and out of the loop most of the year, leaving our ...
April 7, 2016
Marketing to the New Boom
Millennials…Millions strong, big spenders, and all about the selfie…so how do you market to them?