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.
Technology May 15, 2015
Great Practices: An Accountant Testifies to Profitability of Forensic Accounting
Mike Meilinger, CPA, explains how his consulting firm is ruling the litigation vertical market.
May 15, 2015
Nonprofit Accounting System Helps Those Who Help Others
According to the National Institutes for Health, about 20 percent of American adults experience some form of mental health disorder each year, and one in five people have a serious disorder such as bipolar disorder or schizophrenia.
May 15, 2015
3 Tips to a Better SALT Engagement Letter
The engagement letter not only sets out what services you will provide, it lays the groundwork for the client's role in making those services achievable. You can describe your plan to prepare tax returns, but that plan is contingent on the client ...
May 15, 2015
QuickBooks Workhub Helps Accountants and Small Biz Owners Streamline Management
Now, business owners can manage all of their backend processes from one central hub. Workhub is built off Intuit’s QuickBase platform, but is designed from the ground up to meet the unique needs of small- to medium-sized business owners.
May 15, 2015
Making a Difference in the Community
Helping the community is something that drives Janet Saunders, and has led to her involvement with various community groups. Now, as the CFO of the Community Action Program Committee in Pensacola, Florida, she oversees the finances and organizational management of a group that runs a variety of programs for children, families, elderly residents and those...…
May 15, 2015
2015 Reviews of Accounting Systems for Nonprofits
Like any business, nonprofits need to monitor expenses, create a viable income stream, pay bills, and invoice and collect on past due monies. But unlike a regular business, a nonprofit also needs to manage multiple programs, track and maintain ...
May 15, 2015
Negotiating SALT Credits and Incentives with Multiple States and Localities
With the economy finally showing some signs of life, businesses are looking to invest and grow. When you have discussions with your clients, do not forget to ask them about their planned capital expenditures, hiring plans, and training needs.
Technology May 15, 2015
Great Storytellers Get The Girls
The folks telling these captivating stories aren’t holding some great secret. The fact is that anyone can tell a story. Yes, anyone. And that includes accounting professionals. The greatest of storytellers have simply taken the time to define what ...
May 15, 2015
How To Help Your Clients Plan for Retirement
While your clients know that their employees will eventually leave their business – either for another company or retirement – it may not be a reality they are prepared for. With your help, they can properly plan for employees’ retirement.
May 13, 2015
How To Help Your Not-For-Profit Clients
The NFP segment of the U.S. market has historically been 5% of all businesses. This market share has grown to over 10% in the last decade. While business may be doing charitable, human interest or targeted work, this does not mean that the ...
May 12, 2015
Is Your Firm Using Electronic Signatures?
So you think you’re a progressive firm, right? You’re committed to going digital and eliminating, or at least minimizing, paper. Your engagement letters are all electronic and are emailed to clients and prospects for signature.
May 12, 2015
“Where Do I Start?”
I recently attended the New York Accounting Show put on by Flagg Management, generally acknowledged as the annual kickoff event for nationally recognized accounting conferences that provide continuing professional education and networking opportunities fo