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.
November 28, 2014
How Collaborative Accounting Can Help Grow Your Practice
Expectations from business owners and clients have changed. This is particularly true with accounting software and the impact on traditional write-up services.
November 11, 2014
November SALT Checklist
What should you be doing in your state and local tax practice this month? Here's your SALT checklist for November.
November 9, 2014
Payroll Accountant’s Checklist for November
What should you be doing in your payroll practice this month? Here's your Payroll checklist for November.
November 7, 2014
Redesigning Your Firm for the New World
What do SMBs want? Have you stopped to think about what small businesses really want when it comes to hiring or switching accountants? In March of 2014, we released the results of our second annual SMB study...
November 7, 2014
Sales Tax Is About to Take Center Stage
Once the elections are over, we expect Congress will finally get busy focusing on sales tax legislation. But that's only part of the excitement here at the magazine. It's that time of year when accountants have a bit of time to spare before they ...
November 6, 2014
Even the Self-Employed Can Face Sales Tax Issues
Do you have clients that began a business out of a spare bedroom, garage or basement? These entrepreneurs may start off as self-employed individuals, selling their wares on e-bay or etsy or at flea markets. In some cases, a humble beginning ...
Firm Management November 5, 2014
Accounting Firm Marketing Made Easy
When you think of marketing as simply “communicating,” it immediately feels doable. The fact is that many firms already have a marketing program in place, because marketing is really just communicating.
November 5, 2014
IT’s Role in Mergers and Acquisitions of Accounting Firms
So what is technology’s role in all this activity? Unfortunately, in a lot of these deals, IT is involved too little and too late.
November 5, 2014
2014 Reviews of Cloud Hosting Providers for Accounting Firms
Cloud hosting has been around since long before technology marketers made “going to the cloud” a slogan. Here at CPA Practice Advisor, we’ve been covering cloud solutions for more than a decade, but the concept goes much further back.
November 5, 2014
The Best and Worst States for Taxes in 2015
The Multistate Tax Foundation (MTF) recently issued its 2015 State Business Tax Climate Index report, a benchmarking report that enables state governments and others to compare their tax systems with other states. Ideally, those states that rank ...
November 5, 2014
2014 Reviews of Client Portals for Tax & Accounting Firms
Not that long ago, a new technology dramatically changed the way accounting firms and businesses of all types communicated with their clients and internally. I’m not even sure how to account for the amazing amount of time saved and the resulting increased
November 5, 2014
What’s in Your Payroll Client Engagement Letter?
Client engagement letters serve to outline the scope of service a payroll practitioner will provide to clients. They usually detail the service provided, the amount of risk present and professional standards.