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.
June 15, 2015
Awards Spotlight Innovations in Tax & Accounting Technologies
The winners of the 12th annual Tax & Accounting Technology Innovation Awards, all cloud-based solutions, are examples of this new reality of on-demand information and business agility.
June 15, 2015
2015 Reviews of Small Business Accounting Systems
Twenty five years ago, small business owners were hard-pressed to find an affordable accounting software product that was designed for the small business owner that had little to no accounting experience.
June 15, 2015
How an Accountant Went From Bean Sales to Progressive & Successful ‘Bean Counter’
It’s not often that you come across such an interesting business transition story. This is definitely one of them. It’s a story of true inspiration…a story of how a leader was so inspired to make the transition that he fought to hurdle every obstacle.
June 12, 2015
Online Sellers Face Sales Tax Complications
Raise your hand if you have one or more clients who recently started up an online business recently and are confused about the state sales tax implications. Now all of you (or at least most of you) can put your hands down.
June 11, 2015
A Post-Busy Season HR Checklist for Accounting & Tax Firms
As your firm emerges from yet another busy season, the last things you want to revisit and mull over are all the long hours and hard work you and your team put in to reach the finish line. But before you officially move on from this intense work period...
June 11, 2015
Labor Law Ruling Means It’s Time To Revisit Employee Handbooks
According to the NLRB: an unlawful handbook disclosure provision, an overly broad social media policy, illegal provisions regarding conflicts of interest, overly broad rules regarding copyright use, too-restrictive rules on employee conduct, and ...
June 8, 2015
10 Lean Six Sigma Audit Considerations
The application of Lean Six Sigma principals has helped countless organizations objectively re-evaluate and streamline their production processes. Lean Six Sigma is a consulting methodology gaining favor in the accounting profession for its focus not ...
June 5, 2015
Payroll Accountant’s Checklist for June
What should you be doing in your payroll practice this month? Here's your Payroll checklist for June.
June 5, 2015
How to Handle Short Time-Frame Tax Audits
As if getting audited wasn’t bad enough, now the IRS has added a new twist: the short timeframe audit. With these types of audits, it is possible that an audit case could be closed by the IRS before your client has a chance to show you the letter. This ar
June 4, 2015
CPAs Must Catch Up to Clients with Real-Time Mobile Tech
Technology has reached the point where accountants may seem outdated even if they’ve evolved beyond the stereotype. You know? The bespectacled individual sitting behind a desk stacked high with papers, while wearing a green visor, filling out printed ...
June 1, 2015
June SALT Checklist
What should you be doing in your state and local tax practice this month? Here's your SALT checklist for June.
May 26, 2015
Is Your Firm Ready for Automation?
The opportunities for automation created by advances in technology are greater than ever before and this is changing the expectations of clients, employees and partners about how they exchange data with your firm. It will also continue to have a major ...