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.
December 1, 2008
Vendor Community Building
The professional service trades have a long history of relationship networking and have often utilized the power of community to get new clients, to meet more prospects and to generally market their services, but there is more to be accomplished.
December 1, 2008
The 10 Worst Ideas of 2006
OPINION -- Well, actually it’s only ONE idea --- but its SO BAD that it could well qualify for all 10 places. The IRS is seeking to revise the privacy rules to allow commercial return preparers to share confidential taxpayer information to third party data brokers for marketing purposes.
December 1, 2008
Review of Website Builders for Accountants — 2005
You never get a second chance to make a first impression. Think about that when you undertake the task of designing a new or improved web site strategy for your firm. Your web site will continually evolve as your virtual office of the future, serving as a gateway to new clients, a service center for…
December 1, 2008
Review of Fixed Asset Software — 2005
How much is a plumber’s truck worth? For tax purposes, how much of its value did it lose this year? How much is remaining? What if he sells it? Although the concept of depreciation may be straightforward in itself (Asset A depreciates by X percent per time period B), properly calculating depreciation for tax purposes…
December 1, 2008
test Trial Balance — 2003
Generally, trial balances are prepared and workpapers completed as part of an accounting engagement for audit, compilation or review purposes. The advent of the electronic generation of so many documents for the differing engagements of an accounting firm has led to an expansion of the products reviewed for the trial balance and workpapers review. Of...…
December 1, 2008
Review of Trial Balance Software — 2003
From Working Papers To Paperless Engagements: Programs Vary Widely In Focus
December 1, 2008
Review of Time & Billing Software — 2005
Time-based billing was pioneered either by lawyers or by another of the world’s oldest professions, and many accounting and other service-based professionals have adapted the process, as well...
December 1, 2008
Review of Tax Planning Software — 2005
Tax practice is many things. In our tax practice, the ability to effectively “tax plan” has been the key to the retention and recruitment of clients, and I believe our office is typical.