Firm & Practice Management

Fun Stress-Relieving Activities
 

Fun Stress-Relieving Activities

Posted: December 3, 2018
Maintaining a work-life balance is very important; it is also important to have various outlets that help to manage stress when times get tough. Here's how.

Supporting Staff in Obtaining and Maintaining Their CPA
 

Supporting Staff in Obtaining and Maintaining Their CPA

Posted: December 3, 2018
It’s important to work with staff to assist them in achieving their goal of becoming a CPA. Management should openly discuss a staff member’s study plan and check to see how he or she is progressing throughout the process.

5 Tips for Managing Multiple Generations
 

5 Tips for Managing Multiple Generations

Posted: November 21, 2018
In order to thrive in the dynamic business landscape, being able to effectively manage, develop and retain talent across generations is an imperative. Here are five things CPAs need to know about managing staff, now and in the future.

Managing the Compression of Tax-Season Work
 

Managing the Compression of Tax-Season Work

Posted: November 20, 2018
There are many ways a firm can prepare in order to reduce stress and manage the work compression of a busy tax season. These include evaluating clients, training new staff and frontloading any work possible.

Staffing for Tax Season
 

Staffing for Tax Season

Posted: November 14, 2018
From utilizing interns to project management tools, staffing for tax season can be challenging. But here are some good tips to put into practice in a small CPA firm.

The Changing Landscape of Staff Recruitment and Retention
 

The Changing Landscape of Staff Recruitment and Retention

Posted: November 7, 2018
With the demand for good talent at an all-time high, small firms must develop creative strategies for staff recruitment and retention. Small CPA firms have a distinctive advantage in attracting the next generation of associates who are seeking engagement and inclusion, and who want to make an impact.


How to Interview for Soft Skills
 

How to Interview for Soft Skills

Posted: October 17, 2018
A recruiter explains the right questions to ask during job interviews to assess candidates’ soft skills.

4 Ways to Strengthen Culture in Your Firm
 

4 Ways to Strengthen Culture in Your Firm

Posted: October 15, 2018
When the environment is right, growth can flourish. We asked three successful firm leaders how they've nurtured their firm's cultural climate.

Benefits of Younger Staff Shadowing Seasoned Staff
 

Benefits of Younger Staff Shadowing Seasoned Staff

Posted: July 19, 2018
The shortage of qualified staff and challeng­es of retaining, developing and mentoring staff continue to be top issues at account­ing firms. To attract and retain professional employees, firms must create internal pro­grams focused on mentorship and coaching to enhance the employee experience.


Planning for the Future
 

Planning for the Future

Posted: May 16, 2018
Preparing for the future of one's own firm can be far more daunting to CPAs than planning for those of their clients’. From making themselves more marketable to succession planning for the firm, CPAs today need to not only adapt to changes in the accounting profession but learn to thrive in spite of them.

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