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.
June 11, 2015
NSA Annual Convention & Expo to be Held Aug. 19-22 in Vancouver, BC
The event will draw accountants and tax professionals from across the United States and Canada, and offers continuing education and networking opportunities.
June 11, 2015
Labor Law Ruling Means It’s Time To Revisit Employee Handbooks
According to the NLRB: an unlawful handbook disclosure provision, an overly broad social media policy, illegal provisions regarding conflicts of interest, overly broad rules regarding copyright use, too-restrictive rules on employee conduct, and ...
June 11, 2015
Proposed Changes to CPA Exam Draws Comments from Professionals
The report summarizes more than 300 responses to the Invitation to Comment (ITC) from members in public accounting and business and industry, state boards of accountancy, state societies, the National Association of State Boards of Accountancy ...
June 11, 2015
The Top 5 Marketing Mistakes by Accounting Firms
It’s not enough to place a CPA shingle outside your office and wait for clients to beat a path to your door. To grow in the digital age, you need to have a strong online presence – yet many accountants neglect this critical step, says veteran marketer.
June 11, 2015
448 Members of Accounting Firm Volunteer for Day of Service
The Days of Service initiative is part of the firm’s We Are WeiserMazars program that fosters employees’ personal and professional growth through the tenants of association, respect and excellence.
June 9, 2015
SMB Optimism Rises in May, “Finally at Normal Level”
Small business owners are more optimistic, according to a new survey, but at least one group isn't impressed.
June 9, 2015
Recruiting and Retaining Staff Tops List of Worries For CPA Firms
Talent pool concerns have emerged as the most pressing issue for all but the smallest CPA firms, according to new research by the American Institute of CPAs. One silver lining: While recruiting and retaining staff is more challenging than ...
June 8, 2015
10 Lean Six Sigma Audit Considerations
The application of Lean Six Sigma principals has helped countless organizations objectively re-evaluate and streamline their production processes. Lean Six Sigma is a consulting methodology gaining favor in the accounting profession for its focus not ...
June 5, 2015
How Document Management Systems Are a Game Changer for Accounting Firms & Their Clients
There are many reasons Document Management Software (DMS) is better than traditional paper filing systems, from superior organization and security to increased productivity and profitability.
June 4, 2015
Employment Commission Over-Reaching: What Employers Need to Know
While the EEOC is supposed to act fairly and reasonably, companies facing discrimination complaints can’t necessarily count on that approach. That means employers need to be prepared, understand what the EEOC has been capable of, educate managers and ...
June 4, 2015
Thinking Differently About Workflow & Document Manangement
Thinking Differently About Workflow & Document Manangement
June 4, 2015
CPAs Must Catch Up to Clients with Real-Time Mobile Tech
Technology has reached the point where accountants may seem outdated even if they’ve evolved beyond the stereotype. You know? The bespectacled individual sitting behind a desk stacked high with papers, while wearing a green visor, filling out printed ...