Firm & Practice Management

Establishing KPIs That Fit Your Firm
 

Establishing KPIs That Fit Your Firm

Posted: November 22, 2017
Identifying which key performance indicators are the right fit for your firm is no easy task. From measuring performance over time or against a budget to more qualitative metrics, such as how effective processes are, there is no 'one size fits all' when it comes to monitoring your firms KPIs. Here are some tips.

Moving from Hourly Billing to Value Billing
 

Moving from Hourly Billing to Value Billing

Posted: November 21, 2017
Whether your firm’s value proposition is peace of mind, saved time or a healthier cash position, value billing can be both exciting and rewarding for all players. Find out how it helps.

How Diversity and Inclusion is Shaping the CPA Profession
 

How Diversity and Inclusion is Shaping the CPA Profession

Posted: October 30, 2017
Whether working in an accounting firm, as part of the CFO’s department, or as a sole practitioner, accountants have benefitted immensely from diversity in the work­place. Find out how many firms are embracing diversity.

Disengaging to Benefit Your Firm and the Client
 

Disengaging to Benefit Your Firm and the Client

Posted: October 5, 2017
While the subject of disengaging is typically thought of as (at best) unpleasant, disengaging can be a practice management tool that increases firm profitability and creates a better situation for both the CPA and the client.

Engagement Letter Essentials Can Help CPA Firms
 

Engagement Letter Essentials Can Help CPA Firms

Posted: October 5, 2017
Engagement letters help CPA firms improve communication with clients, document engagements more effectively, and protect the firm from litigation. Letters should be as detailed as possible.

Changing Mindsets for Advisory Services
 

Changing Mindsets for Advisory Services

Posted: September 26, 2017
Having first class advisory services requires great leadership, different skills, and new processes. It’s not enough to just follow “best practices.” Read to find out some useful tips.


 AICPA Campaign Promotes CPA Firms’ Key Role in Advising Small Businesses
 

AICPA Campaign Promotes CPA Firms’ Key Role in Advising Small Businesses

Posted: September 18, 2017
The American Institute of CPAs has launched the latest update of its national #CPApowered campaign, an initiative designed to showcase the strengths of CPA firms as trusted tax and business advisors to consumers and small businesses. The NJCPA is participating in this effort.

Tips for Better Client Meetings
 

Tips for Better Client Meetings

Posted: August 1, 2017
A successful meeting must end with clear next steps and action items for the appropriate individuals. Following these five tips for every meeting should help you see positive results and happier clients, both internally and externally.

Seven Best Practices for Client Meetings and Proposals
 

Seven Best Practices for Client Meetings and Proposals

Posted: July 19, 2017
Pro­vided you prepare, focus on the individual’s needs and deliver value, meetings can pres­ent a business development opportunity. Here are some best practices for client meetings and proposals.