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 8, 2014
‘Tis the Season: Last Chance this Year to Connect with Clients
How are you interacting with your clients this holiday season? Are you sending gifts or cards? Are you answering your phones with a holiday greeting? Have you festooned your website with digital garland and blinking lights? Let's take a moment to consider
December 5, 2014
2014 Review of Time and Billing Systems
Over the past several years, two major factors have significantly changed the way many firms operate, both internally as well as how they interact with their clients. The internet, of course, has something to do with this, but it is more in the way ...
December 5, 2014
In Firm: 2015 IT Predictions and 2014 Results
It's prediction time again, where we dust off the proverbial crystal ball and share our technology thoughts ahead of the curve, as well as fess up on how our previous year’s guesses fared.
December 5, 2014
2014 Review of Professional Tax Research Systems
As a young boy, I once accompanied my parents on a visit to their CPA’s office. I curiously looked around at the thick black books that lined the bookshelves, noticing that the tax court cases and internal revenue code went back to the early 1900s.
December 5, 2014
Technology Trends for 2015
It has been a year of sweeping trends and high emotions. While many of the key issues might seem to have been outside of the realm of tech – the economy, immigration and health care leading the list – that wasn’t exactly the case.
December 5, 2014
Payroll Accountant’s Checklist for December
What should you be doing in your payroll practice this month? Here's your Payroll checklist for December.
December 5, 2014
Prepping for Your First Filing Season
When you start a new business, there’s a lot of behind-the-scenes work that must happen to ensure you are delivering a high quality product or service to your customers. This is especially true for payroll practitioners just starting out. As you gear up for your first filing season, now is the time to make sure...…
December 5, 2014
Elevate Your Thinking
Whether its technology, processes or new service lines, we, as a profession, have the tendency to follow the herd. We watch a handful of progressive firms test new or different ideas and only when they’ve had success do we jump on board and try to ...
December 5, 2014
The Future is Easy to See, If You Create It!
Every year at this time, I reflect on the success and failures of the past year, and the opportunities of the year to come. It is also the time that I reflect on the recent introductions of new products and announced strategies from vendors to determine i
December 5, 2014
2015 Awesome Applications
The 2015 award recipients include a mixture of mature solutions with deep functions as well as several new products that show great value today and we believe will delight customers for many years to come.
December 5, 2014
2015 Sales Tax Exemption Certificate Survival Guide
Getting the right tools for the job: The inevitable confusion regarding tax-free sales isn’t for the faint of heart. It takes a sales tax survivor to get it right. With the right game pieces, players, and equipment in place, however, even the most ...
December 5, 2014
Intuit’s ProAdvisor Program Gets a Cloud-lift
Fall proved to be a busy month for financial solutions maker Intuit. In October alone, they held their inaugural QuickBooks Connect Conference and announced a newly, redesigned QuickBooks Online Accountant product and a new, QuickBooks ProAdvisor Program.