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.
Firm Management February 6, 2026
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
February 6, 2026
February 6, 2026
February 5, 2026
February 5, 2026
February 4, 2026
June 16, 2015
There are a few common questions to consider when it comes to building, executing and analyzing surveys. I will address them below. Feel free to send me a note if you need some help or have questions about surveying your client base.
June 16, 2015
A weekly roundup of professionals in the tax and accounting field who have changed jobs and/or been promoted.
June 16, 2015
Time travel is an interesting concept and you’ll probably be hard-pressed to find someone that wouldn’t want to travel to the future. Or better yet, bring the future here. That’s the idea behind two recently announced initiatives at Intuit. The provider of financial services software wants to help bring the future to accountants and small...…
June 16, 2015
Taken to extremes, ownership percentage can be used to drive all of the “big 4” partner issues: partner income allocation, partner buy-in, partner buyout and voting. At many firms, ownership percentage may not be the sole driver of these partner ...
June 16, 2015
The redesigned XCM workflow and scheduling solutions feature a streamlined, easy-to-navigate look that puts important information at users’ fingertips. Features like Quick and Advanced Search capabilities, My Reports, and interactive Dashboards give ...
June 16, 2015
Based in Belgium, iVAT is an important acquisition for Avalara as it expands its global reach and accelerates its ability to provide accurate VAT content to support merchants in Europe and worldwide.
June 16, 2015
Employers, recruiters and staffing agencies can use Twitter by leveraging social listening tool.
June 15, 2015
The winners of the 12th annual Tax & Accounting Technology Innovation Awards, all cloud-based solutions, are examples of this new reality of on-demand information and business agility.
June 15, 2015
QuickBooks Online is a good fit for those looking for a solid financial product that is one step above basic micro-business accounting solutions, yet not filled with a lot of unnecessary features. QuickBooks Online is also easily scaled up to the more ...
June 15, 2015
It’s not often that you come across such an interesting business transition story. This is definitely one of them. It’s a story of true inspiration…a story of how a leader was so inspired to make the transition that he fought to hurdle every obstacle.
June 11, 2015
As your firm emerges from yet another busy season, the last things you want to revisit and mull over are all the long hours and hard work you and your team put in to reach the finish line. But before you officially move on from this intense work period...
June 11, 2015
The combined firm will be named Armanino, and will keep its RBZ Los Angeles office location at 11766 Wilshire Boulevard with partners and staff continuing to serve its clients without disruption of services.