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.
March 19, 2012
Accounting on the Go: Mobile Invoicing and “Gwabbing” Contact Information
A very challenging demographic for many practitioners is the “micro business.”
March 19, 2012
Platform Becomes Important
2012 promises to be a big year from a computer hardware perspective with new Ultrabooks, tablets and phones, but the real news for 2012 will be in software.
March 19, 2012
Blogs as the Ultimate FAQ page: the Holy Grail of Marketing for Tax & Accounting Professionals
Visibility + Credibility + Reassurance = New & Repeat Business
March 19, 2012
The Cat’s in the Cradle
If you were alive in the 70’s you undoubtedly know this song by Harry Chapin. It’s a wonderful song and one that I think about often.
March 19, 2012
Email Marketing – Remains Top Channel for Turning Leads into Clients
Email remains one of the best marketing channels for educating and influencing prospects — and eventually turning them into long-term clients.
March 14, 2012
Maryland CPAs Campaign to Fight New Tax Legislation
MACPA members join forces over sales tax on services, combined reporting, ‘digital download’ proposals.
March 14, 2012
Small Employers Can Benefit from Health Care Tax Credit
With business tax-filing deadlines fast approaching, the Internal Revenue Service today encouraged small employers that provide health insurance coverage to their employees to check out the small business health care tax credit and then claim it if they qualify.
March 9, 2012
2012 Review of Thomson Reuters – ONESOURCE Indirect Tax, Sales & Use Tax & VAT/GST
Thomson Reuters – ONESOURCE Indirect Tax, Sales & Use Tax & VAT/GST http://ONESOURCE.ThomsonReuters.com/indirect-tax 888-885-0206 Best Fit: Mid-sized and larger enterprises with sales tax liability across numerous jurisdictions seeking an integrated sales tax rate utility. Organizations who need options for automating the entire end-to-end indirect tax determination, reporting, and compliance filing and remittance functions. ...…
March 9, 2012
2012 Review of Avalara – AvaTax Calc
Avalara – AvaTax Calcwww.Avalara.com877-780-4848 More about this product is at: www.avalara.com/products/avatax Best Fit:Businesses with sales tax reporting obligations across multiple jurisdictions throughout the U.S. and Canada. AvaTax also supports those businesses that have overseas subsidiaries with single country VAT requirements, and offers transaction processing in over 50 countries, with plans to expand on this capability...…
March 9, 2012
2012 Review of TrustFile Sales & Use Tax
TrustFile, an Avalara Company – TrustFile Sales & Use Tax www.TrustFile.com 877-222-0187 Best Fit: Accounting firms or businesses with transactional tax reporting obligations to multiple states, with built-in e-filing capabilities for 12 supported states. Strengths: Easy to use and learn Built-in e-filing and online tracking/acknowledgements Ability to produce PDF copies for digital storage...…
March 9, 2012
5 Steps to Facebook Success for Your Firm or Your Clients
For the sake of background, let's look at the numbers. According to the website Check Facebook, there are 833,145,160 people on the social networking site. In the United States alone that number is nearly 156 million.
March 9, 2012
E&O Insurance: Providing a Safety Net for Your Practice
Does your firm carry errors and omissions or professional liability insurance? Are you properly insured in the event a malpractice suit arises?