Firm & Practice Management
Posted: November 9, 2017
While QuickBooks is likely to remain the gold standard in bookkeeping, there are a number of reasons for smaller clients to consider other options. Here are a few that work for small businesses.
Posted: September 25, 2017
A short (and hopefully useful) list of the major challenges one CPA faced on his journey from obscurity to small, happy accounting practice.
Posted: September 19, 2017
With multifaceted clients doing business in high-tech ways, your firm needs critical insight to meet clients' growing demands and to thrive in this environment. Here are nine surprising facts that can keep your practice strong.
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.
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.
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.
Posted: March 30, 2017
Not only does a huddle meeting let managers know what’s going on, but it also gives other team members an opportunity to step up and help.
Posted: December 8, 2016
The IRS aggressively examines C corporations and S corporations to make sure that shareholder-employees are not over or underpaid. A key consideration is properly structuring executive compensation to stay out of trouble with the IRS.
Posted: November 8, 2016
Explore why pricing upfront - providing the client with a price for each job before you start the work - is the only way for your firm to go.
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.