Firm & Practice Management
Posted: December 18, 2018
Tax season is busy, so preparing for it now will reduce the stress experienced January through April and help reduce exposure to professional liability risk. Pre-tax-season training of personnel and proactive review of administrative procedures will improve efficiency through April 15 and beyond.
Posted: December 11, 2018
Planning for the upcoming tax season is an important step in managing the professional liability risk associated with providing tax services. This set of pre-tax-season checklists provide many suggestions firms should consider in planning for this work.
Posted: November 21, 2018
When considering ways to grow a CPA firm, one option is to join an alliance, association or partnership. These types of organizations can be significantly helpful to firms that are looking to enhance their business.
Posted: November 20, 2018
Engagement letters strengthen that trust by bringing together communication, personalization, and expectations in a streamlined document for both parties to reference. Find out the best way to communicate.
Posted: November 14, 2018
Dynamic market forces are changing the way small firms are competing now and how they will compete in the future. It’s critical for small firms to properly position themselves in the marketplace to retain their clients and compete effectively.
Posted: November 7, 2018
It is imperative that small firms develop a brand and an online presence to position themselves competitively in the marketplace. Establishing a brand and consistently promoting your online presence makes your firm look larger.