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 7, 2013
Will New Healthcare Laws Hurt the CPA-Client Relationship?
As this column goes to print, provisions of the Patient Protection and Affordable Care Act (also known as the “ACA,” or ObamaCare) will change accountants and tax preparers from “trusted advisors” to a more derogatory status:
October 2, 2013
Payroll Systems Becoming More Mobile, with More Employee Self-Service Options
As we began 2013, taxpayers were shrouded in a cloud of uncertainty concerning taxes. That seemed to quickly be resolved for this year and into 2014, but we are now faced with a number of new tax and payroll issues.
October 1, 2013
How Accountants and Tax Pros Can Manage Business Risk
Summer may seem like a time where accountants can take a breath. They’re just past the April tax rush and still a ways ahead of end-of-year planning. But that timing makes August and September the optimum time to work on managing your practice – an essential part of which is managing business risk.
September 30, 2013
Payroll – To Be or Not To Be
Both accounting firms and industry accountants ask me regularly about opportunities for their firms. One area that has been avoided by industry and public practice CPAs alike is payroll. We’d prefer to transfer the work, liability, risk, schedule commitment and governmental reporting to someone else.
September 30, 2013
How to Avoid the Top 4 Household Employment Tax Mistakes
When families become employers, they take on many of the same responsibilities that business employers do – although many of the forms, deadlines and labor laws for household employers are unique.
September 30, 2013
Mastering the Art of Technology
How a tech-savvy firm owner leverages his experience with advanced technologies to create a lucrative new service offering
September 30, 2013
Looking and Feeling Great! The Five Key Components of Your Firm’s Brand Image
Recently I had a fellow CPA visit our firm in Bloomington, Indiana. We spent a few hours talking about processes, growth, the importance of websites, and staffing…all good stuff. Before he left our visitor told me, “Your office has a really comfortable feeling to it, when I walked in it just felt right.” He also…
September 30, 2013
Improving Business with a Virtual Office
When Bryce Forney, CPA realized he was duplicating many tasks and wasting countless hours simply checking email, he knew it was time for a change. He transitioned his email from Outlook to Gmail and began looking for other ways to eliminate waste and redundancy in his practice.
September 27, 2013
Profitable and Painless Payroll
From the Oct. 2013 issue. When Mauro Adornetto decided to focus more on providing payroll services to business clients, he didn’t just dabble with it: He jumped in with both feet. With an already successful full service tax, accounting and consulting firm in Mount Kisco, New York (www.adornettoaccounting.com), he started his payroll business eight years...…
September 17, 2013
Ti-i-i-ime is on my side
While new technologies make us more productive giving us back time, the failure to adopt them can lead to missed opportunities.
September 17, 2013
How Accounting Firms Can Prevent a Digital Disaster
The majority of small to mid sized practices are vulnerable to unexpected data loss. As an accountant or attorney you have an ethical duty to ensure that your clients’ electronic information is not lost, destroyed or inadvertently disclosed.
September 9, 2013
Are You Suffering from a Professional Disconnect?
If you’re like me, your mobile device is an indispensable tool that you use on a daily basis to manage your personal life. The list of digital tools that I use is a long one.