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.
March 3, 2013
Are you investing in your next generation?
Time and time again, I hear firms talk about how they have enough young people to fill the impending leadership void when Baby Boomers start retiring in the coming years.
March 1, 2013
Worker Classification Settlement: IRS offers relief to employers from past payroll taxes
The Internal Revenue Service has expanded its Voluntary Classification Settlement Program (VCSP), paving the way for more taxpayers to take advantage of this low-cost option for achieving certainty under the law by reclassifying their workers as employees for future tax periods.
February 28, 2013
Porte Brown staff member earns Certified Divorce Financial Analyst designation
Edward Hrunek, CDFA recently completed a specialized educational program in professional divorce financial analysis and is now a Certified Divorce Financial Analyst (CDFA).
February 28, 2013
The Sequester and the IRS: Will income tax refunds be delayed?
With tax refunds averaging around $3,000, a potential IRS delay in the processing of refund checks can cause hardship, particularly if those awaiting the refund already made plans for use of the funds.
February 27, 2013
Microsoft releases next-generation Office 365 for small business
Wave of continued customer momentum underscores demand for new cloud service
February 27, 2013
Is your mission statement a warning sign about the future of your firm?
Business owners are advised to craft their mission statement. Yet once developed, few refer to them, fewer live them, and worse, some mission statements hurt your position more than help it.
February 27, 2013
Disaster Recovery in the Cloud
The cloud continues to be the center of great debate. Supporters focus on the long list of benefits ranging from freeing up internal resources to focus on more strategic initiatives to smoothing the monthly IT budget.
February 27, 2013
CES 2013: New Tech Concepts In Your Firm’s Future
Roman gives his update on technology from the 2013 CES trade show.
February 27, 2013
Business Segment Planning for the Long Run
Picking the right software platform is an exceptionally important decision in every accounting firm. As you may know, I am the managing partner of an 11-person CPA firm in Bloomington, Indiana.
February 27, 2013
A World of Opportunity for accounting firms considering growth
Firms seeking higher revenue in a tight, competitive US economy may look to global growth as a strategic next step. But along with opportunity, global expansion can also bring cost and complexity.
February 27, 2013
Bill.com Joins BMRG Group Advisory Program as Gold Sponsor
BMRG Group Advisory Program (GAP) has announced that Bill.com, a provider of online bill payment, invoicing and cash management solutions for businesses, is one of its Gold-level sponsors for 2013.