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.
September 9, 2013
The Benefits and Challenges of Cloud Accounting
Accounting firms across the country are looking to the cloud to transform their client accounting services. They are looking to move from simply transactional bookkeeping services to higher value advisory services more in line with the CFO function.
September 8, 2013
Income Tax Planning Takes More than a Magic 8-Ball
On the conference room shelf of a CPA’s office I visited recently, I noticed a Magic 8-Ball with the label “free tax answers.” When turned, the die floating in colored liquid inside the ball presses against the window to reveal an affirmative, negative, or non-committal answer such as “cannot predict now.”
September 3, 2013
The baggage-free CFO: 5 ways to profit
Recently we did a survey of the Mergers & Acquisitions (M&A) professionals who use The Sellability Score and asked them what makes a business attractive to an acquirer. The M&A experts said businesses that have a management team in place are much more attractive to buyers than owner-dependent companies.
August 29, 2013
Understanding Content Marketing Can Help Your Firm
Content marketing is today’s hot topic. You certainly can’t ignore it (not that you want to)—with countless articles on hand that tout the importance of developing useful, timely content to support a strong marketing program.
August 29, 2013
The In-Firm Annual IT-Security Employee Briefing
Most organizations today assume that their IT personnel do an adequate job of protecting the firm’s network and data by implementing and monitoring firewalls, keeping their operating systems/applications up to date, and mandating password changes on a scheduled basis.
August 29, 2013
40 Trailblazers Who are Changing the Accounting Profession
The 2013 40 Under 40 Honorees
August 28, 2013
The Changing Face of Accounting and Accounting Technology
In an ever-changing industry filled with new faces and emerging technology, professionals find that breaking down barriers between practitioners, vendors, and consultants is proving to be a win-win-win.
August 28, 2013
Where’s the Cloud Now?
Cloud definitions, strategies, and marketing messages continue to shift. What is most important is the business problem you are trying to solve and the solutions available.
August 28, 2013
The “3 Cs” of the Cloud — Does Your Firm Fit?
Simply put, “cloud” systems are deployed outside your organization, typically accessed through the Internet.
August 27, 2013
New QBO Version Provides Harmony for Accountants and SMB Owners
From the Sept. 2013 issue. A little harmony can go a long way. And that’s exactly what Intuit set out to demonstrate when it debuted a new, redesigned version of QuickBooks Online at the Midwest Accounting & Finance Showcase in Chicago in August. With a cleaner and simpler user interface, seamless navigation new features and...…
August 26, 2013
Point-of-Sale: A Critical Investment for Retailers
While many small retailers continue to use a cash register, many others have moved into more sophisticated payment systems; which can increase sale processing speed by quickly scanning bar codes, and processing electronic payments quickly.
August 26, 2013
A Brave New World of Mobility and Changing Expectations
Which came first, the chicken or the egg? When we look back on this time in the evolution of the Accounting Profession, I predict it will be nearly impossible to say which came first – the proliferation of mobile applications, or the changing dynamics and expectations of our clients and staff. No matter the answer,…