Firm & Practice Management

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.


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.

How CPAs Can Go Global
 

How CPAs Can Go Global

Posted: July 19, 2017
It is abundantly clear that attempting to start a business overseas, or even expanding to a national presence, presents a host of challenges. But it's important to remember that business is global, accounting is global, and your business can be global.


 Does Your Firm Have a True Competitive Edge?
 

Does Your Firm Have a True Competitive Edge?

Posted: June 9, 2017
What is the one unique thing about your business that’s hard for your competition to replicate. You know, that compelling reason why existing and prospective clients choose you over others in the market?

From Tax Accountant to Profit Expert in 8 Steps
 

From Tax Accountant to Profit Expert in 8 Steps

Posted: June 2, 2017
Clients are focused on sales, delivering products and services, and growth, but many of them don’t understand how to consistently stay profitable. That’s where their accountant comes in.