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.
November 6, 2015
Two Roads That Lead to a Firm of the Future
Intuit announces winner of its Firm of the Future Contest
November 12, 2015
Client Portals Increase Efficiency, Provide Greater Convenience
While portals have been around for a while, their features have evolved over time. No longer just a place to exchange documents, portals offers a variety of related tools including the ability to be notified when a client accesses a document in the portal
November 10, 2015
Hosting Options Offer Many Benefits for Accounting Firms – 2015 Review of Hosting Providers
A terrific idea for businesses for a lot of reasons, application hosting allowed users to have online access to desktop versions of their software from any location – a win-win in the business world, where more and more employees are working from ...
November 10, 2015
Start Planning for the Year Ahead
The end of the year is a busy season for payroll practitioners, but it’s a good time to start planning your year ahead.
November 9, 2015
It’s National Security Month, But Payroll Security Is An Everyday Effort
As you prepare to safeguard your clients’ information against potential cyber threats, it’s important to consider where your payroll information is being stored. Is it on a laptop, the Cloud, hosted on a server? Each comes with its own set of risks ...
November 8, 2015
If SaaS Won’t Do It, What About Cloud Hosting?
Software as a Service (SaaS) is making great progress. However, if you can’t solve your business needs with all SaaS tools, and you want to live in the cloud, how do you do that? We’ve discussed in prior columns the advantages of private cloud and ...
November 5, 2015
Year-End Payroll Checklist – Nov. 2015
Balance clients’ quarterly to annual figures. Check the names, addresses, and Social Security numbers of clients’ employees for errors. Review filing criteria with clients. Compare UI and FUTA wages. Provide clients’ employees with correct forms. Help clients with any notices. File any amendments.
November 3, 2015
6 Tips for Tax Season Staffing at Accounting Firms
With tax season looming, now is the time for accounting firms to ramp up their staffing strategy. Determining your needed mix of full-time and temporary professionals — before holiday time-off — will set you on a course for success come 2016.
November 2, 2015
What Accounting Firms Need to Know About Updating Salaries and Giving Raises
If you can’t remember the last time you reviewed your employees’ compensation, it’s been too long. Your staff members know what they’re worth and what the local job market is paying, and so should you. At least once a year, benchmark your firm’s ...
November 2, 2015
Improve Your Firm’s Tax Production by Eliminating Muda
Eliminating Muda is one of the most effective byproducts of Lean Six Sigma analysis techniques which make any process more efficient and profitable. So what exactly is Muda? It is the Japanese term for waste, which is defined as “any human activity ...
November 2, 2015
Year-End Insights for State and Local Taxes
The deduction for taxes claimed on Schedule A includes amounts paid for state and local income taxes such as the taxes withheld from your paychecks and any estimated taxes paid during the year. It also includes property taxes if you’re a homeowner.
October 30, 2015
Paperless Choices for the Firm and Your Clients
This year we’ve had the pleasure of recommending software programs for accounting, payroll and other critical areas of your practice. Now is the time to consider your paperless or Document Management Solution (DMS) needs. You’ll find that our ...