Firm & Practice Management

5 Process Improvement Strategy Trends of Future-Ready Firms
 

5 Process Improvement Strategy Trends of Future-Ready Firms

Posted: June 29, 2017
The managerial approach Lean Six Sigma is not necessarily new but those who have not implemented it can be seen falling behind. Here are five strategy trends to position your firm in the best way to use LSS to its fullest potential.

Creating a Disaster Plan to Ensure Your Company’s Security
 

Creating a Disaster Plan to Ensure Your Company’s Security

Posted: May 22, 2017
By using judicious, solid components of recovery, such as business continuity planning (BCP), disaster recovery (DR) and penetration testing, businesses can diminish losses and emerge from misfortunes relatively unharmed and ready to persevere.

Staying Competitive: A Game Plan for Business Success
 

Staying Competitive: A Game Plan for Business Success

Posted: May 12, 2017
Competing in today’s complex business environment presents unique challenges for CPAs and their clients. Growing business, staying one step ahead of the competition, and attracting and retaining staff have be­come top priorities. Read more on playing the game.




CPAs with Clients in the Marijuana Industry Need to Consider Risks
 

CPAs with Clients in the Marijuana Industry Need to Consider Risks

Posted: November 7, 2016
On Nov. 8, voters in nine states will consider ballot initiatives to legalize marijuana – a move that could create new businesses that will need CPA services. However, conflicting federal and state laws mean that CPAs have to carefully consider the risks of providing services to these businesses.

You and Third-Party Verification
 

You and Third-Party Verification

Posted: October 28, 2016
The key to providing great client service and meeting the professional and legal requirements for third-party verification is understanding the real question and expected response from the client and third party.

The Younger CPA Firm
 

The Younger CPA Firm

Posted: October 3, 2016
Traditionally, accountants have been seen as boring stuffed suits worried only about “the numbers.” But with the influx of younger accounting professionals forming their own full-service CPA firms before the age of 40, those perceptions are quickly changing.