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 10, 2019
3 Key Questions to Ask Prospects in Your Initial Value Conversation
Your sales process for acquiring prospects may be the most important interaction you have with your clients throughout the life of the engagement, because this is the time to truly find out not only their needs, but how much they value the solution.
January 9, 2019
RSM Joins Sheltered Harbor’s Alliance Partner Community
The audit, tax and consulting services firm RSM US LLP has joined the Sheltered Harbor alliance partner community in both an assurance and advisory capacity. A not-for-profit subsidiary of Financial Services Information Sharing and Analysis Center (FS-ISAC), Sheltered Harbor is the industry standard for protecting and recovering customer account data in the event that a...…
January 4, 2019
New Year, New Goals
In order to grow your business in 2019, you need to get started on the right foot. No matter what stage your business is in, whether startup or well-established, goal setting is crucial to make sure your business is focused and prepared to meet the ...
January 3, 2019
Bad Bosses vs. Good Leaders: A Millennial Approach
Unless you are an organization of one, you cannot have complete control over all aspects inside the organization, nor should you want to. Similarly, the statement, “I can just do it better myself,” is a sign of a controlling mindset.
January 2, 2019
How to Better Engage Workers in 2019
It’s no surprise when even the most driven professionals find themselves switching off for a few minutes during the workday for any number of reasons, such as fatigue, frustration or a lack of clarity about an assignment. What might be a surprise, ...
January 2, 2019
Wipfli Acquires Accounting Firm Howe, Riley & Howe
The top 20 accounting and consulting firm Wipfli has acquired New Hampshire-based Howe, Riley & Howe. The firm's partners and associates joined Wipfli effective January 1.
January 2, 2019
How Tax and Accounting Firms Can Use Twitter for Marketing
Twitter is a unique social media and networking site. It’s great for businesses because as you gain followers, you can grow your brand and reach more people. The more people you reach, the broader your network is and the more leads you generate. Many people enjoy Twitter because it’s easy to follow — allowing you to...…
January 1, 2019
Accounting Predictions for 2019
December has come again, and it’s time to predict the big stories for 2019. Here are the seven trends I think will have transformational impact on practitioners and their firms in the coming year:
December 19, 2018
5 Opportunities to Add Value to Your Small Business Clients
Your small business clients are uniquely suited to help your practice grow; in fact, they are very likely your most innovative thinkers who are most open to new ideas. However, due to limited finances and staffing, they may be more in need of your ...
December 19, 2018
How Local SEO is Important to Accounting Firms
As the Internet and Google is ever-changing, so is the behavior of its users and their needs which are currently shifting from global to locally-oriented searches. Currently it’s estimated that 59% of Internet searches are now performed with local intent and approximately half of all mobile searches are conducted to find information about a local...…
December 17, 2018
Firm Leaders: Are Your People Lost?
Understanding the mind of the new millennial generation is one of the growing challenges firms of all sizes are faced with today and this challenge often results in firms feeling that these new millennials are entitled and lazy, but are they really ...
December 17, 2018
How to Market to Childcare Businesses
While word of mouth and referrals are still the best marketing tools for you, here are some additional tactics you can use to market your firm to in-home day care clients.