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 1, 2006
Technology In Practice
By now, firms have closed the books on the 2005 tax season, which naturally means it’s time to tune up our tax departments for 2006 by implementing evolutionary practices that made this last year more successful for the leading firms.
January 1, 2006
Dispelling the Myths of Financial Planning
Many advisors shy away from offering financial planning for reasons that do not hold up to the forgotten truths of today’s financial service industry.
January 1, 2006
An Introductory Marketing Guide To Building A Client Payroll Business
How to Profit from Payroll
January 1, 2006
Treasury Unveils Campaign To Convert Paper Tax Payments To Electronic
The Electronic Federal Tax Payment System (EFTPS) saw a record year in 2005 in terms of enrollment and use.
January 1, 2006
IRS Redesigns Web Site
The Internal Revenue Service recently redesigned its web site at www.irs.gov, so professionals who routinely use it as a resource during tax season should get re-acquainted with the site prior to the tax season rush.
January 1, 2006
NASBA Explains Its New Web-Based CPE Tracking Tool
At the September Florida CPA Society Show in Fort Lauderdale last month, I stopped in at the NASBA booth and visited with Jill Gordon, a very exuberant promoter of her agency’s soon-to-be-released web-based CPE tracking tool.
January 1, 2006
Microsoft Pushes Small Business Accounting
Microsoft announced today a combination of perks intended to further push sales of the 2006 version of the company's new Microsoft Office Small Business Accounting program.
January 1, 2006
New Channel Offerings Attracting Rival VARs to NetSuite
NetSuite, Inc., a provider of on-demand business management software, has announced that a number of Microsoft resellers representing products such as Great Plains, Navision and Solomon, have become NetSuite solution providers, reselling the vendor's on-demand applications.