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 1, 2011
7 Easily Missed SEO Opportunities
Search Engine Optimization, or SEO, is a collection of tactics that are applied to your website to help it rank better in the results when people use searches to find people and businesses they need. SEO, as an industry, literally changes every day. Search engines, like Google, constantly tweak how they rank and present search…
September 1, 2011
Creativity at Work: A Different Kind of Auditor, a Different Kind of Firm
Accountants and accounting firms have long suffered from the false stereotype of being stodgy, even predictable and boring. Even more so, the auditor: that truly numbers-focused researcher of data whose sole purpose is to determine the propriety of an organization’s financial reporting and their internal controls over financial reporting. Perhaps only actuaries are more maligned…
September 1, 2011
Someone Knocking at the Door?
As the regular readers of this column know, I like to reference rock’n’roll from the 70s. This time, as I sit down to write my column about listening to your customers, one of my favorite songs from the Wings comes to mind.
August 31, 2011
Websites: Your New Front Door
Most of us have built our businesses based on relationships. Some have built a reputation around a specific expertise. Others have built a business based on service levels. All of these strategies are still extremely important, but an increasingly important factor in the last 15 years is being found on the web. Many of us…
August 31, 2011
Marketing from Square One
For firms new to marketing, it’s best to take it one day (and project) at a time Marketing is starting to get its due attention in the profession. Firm leaders understand the importance of consistent, frequent communications with prospects and clients in order to grow a successful, profitable business. However, while many are stoked about...…
August 31, 2011
6 Key Senses to a New World of Creative Service
In Daniel Pink’s popular book, “A Whole New Mind: Why Right-Brainers Will Rule the Future,” he discusses the seismic shift in thinking and service from the left-brained logical thinkers to the right-brained non-linear holistic thinkers. The first group thinks in order, the latter thinks outside of the box. This book is really an eye-opener and...…
August 30, 2011
What About Tablets Now?
The sudden death of the HP Touchpad tablet sparked a firestorm this week that only got worse when the company dropped the price to only $99 and sold off nearly all of the rest of its inventory. Granted, the Touchpad was at best a lackluster me-too product in a field that has now become saturated....…
August 30, 2011
3 Ways Small Firms Can Drive Innovation
Businesses don’t necessarily need visionary leaders like recently retired Apple Inc. Chief Executive Steve Jobs or even deep pockets to be innovative, concludes a Wall Street Journal article this week. Rather, management experts say companies big and small may be able to generate ideas by soliciting input from all levels of an organization and allowing...…
August 30, 2011
Using portals to serve clients as they want to be served
Event Date: Wednesday, Sept. 7, 2011 CPE: 1 hour
August 25, 2011
What Are the Best Tools for You & Your Clients?
Listen to Darren and Randy discuss the benefits of some new technology equipment and hardware … as well as new cloud solutions that could be helpful to your firm and your small business clients. You’ll learn more about: MacBook Air 2 Big changes in the phone market Canon’s 150 series scanners Asus UX21 – Thinnest...…
August 25, 2011
Tapping into the Payroll Revenue Stream
Abandoning old biases, Manning transformed payroll from a hassle into a hellavalota opportunity and future profit. For years, Sean Manning, CPA and president of Manning & Company, PC, held fast to the notion that payroll was more of a pain than a profit-surging service. And he wasn’t alone — most practitioners felt the same way…
August 25, 2011
Online vs. Face Time: Which Reigns Supreme?
With all the talk surrounding portals these days, sometimes we can forget about the importance of real-life, one-on-one face time with our clients. Portals and digital processes have certainly propelled firms in terms of efficiency — there’s no denying the necessity of technology. But in the same breath, I ask you, “Are we losing touch...…