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.
January 4, 2012
140,000 Reasons to Integrate Tablets into Your Firm
With 140,000 apps available for the iPad and thousands for other tablets, the devices make sense for many practices.
January 4, 2012
The Perfect Blend: A Firm’s Path to Ensuring Work-Life Balance
Column: The Change Agent
January 3, 2012
The 10-Step Tech Checklist
I don’t want to grinch on your holiday spirit, but the sad fact is that Tax Season kicks up in less than three weeks. And chances are very good that you are not prepared. So as you are bouncing around trying to figure out what to do with yourself this week (assuming you are not...…
January 3, 2012
Numbers Have Moved to the Cloud… The Benefits of Online Client Accounting
The Cloud has changed the world of accounting. This concept is not new—it actually dates back to the early 1990s—but the biggest growth by accounting firms starting to take advantage of this online technology has been within the last few years.
January 3, 2012
The Benefits of Adding Investment Planning to Your Practice
As a tax and accounting professional, your clients already trust you to provide professional tax advice that is in their best interest, so why do you keep referring your clients to another financial professional for investment services?
January 3, 2012
Should I Take My Practice to the Cloud?
It seems that everywhere we turn these days we’re inundated with messages of moving to the Cloud. Sometimes it feels as though the Mad Men advertising powerhouse is hard at work in the Sterling-Cooper board room, coming up with new material to keep the accounting world drinking that Cloud Kool-Aid
January 3, 2012
5 Best Practices for the Automated Workflow Process
As deployed technologies continue to advance and change within the tax & accounting firm environment, the way in which practices track a work product from point of entry through point of delivery is also changing.
December 20, 2011
With New Technology, Start-Ups Go Lean
New businesses are getting off the ground with nearly half as many workers as they did a decade ago, as the spread of online tools and other resources enables start-ups to do more with less. The change, which began before the recession, may be permanent, according to some analysts. “There’s something long-term at work here,”...…
December 13, 2011
Franchisee Trends for 2012
Franchises continue to be a strong vertical, and some new areas are booming even in the rough economy.
December 13, 2011
New Program Aims to Increase Small Business Lending
A bill introduced in the U.S. Congress on Tuesday is designed to increase business lending by small banks and financial entities.
December 13, 2011
Does SaaS Make Sense for Your Small Business Clients?
We’ve been talking about software-as-a-service (SaaS) for years. For the uninitiated, SaaS is web-based software that users basically rent or subscribe to, as opposed to owning it on CD or on an actual computer (on premises). There is more to the definition of SaaS, of course, and there’s a lot of subjectivity in those definitions....…
December 7, 2011
How to Choose a Business Name and Give It Meaning
The nation’s most notable brands, what are they? Brands such as Google, Apple, Amazon and Ebay may come to mind. If you’re in the initial phases of starting a small business, rebooting your brand, or rolling out a new product or promotion, you most likely aspire to have a brand name that everyone knows as...…