Firm & Practice Management



9 Facts That Can Make or Break Your Firm’s Future
 

9 Facts That Can Make or Break Your Firm’s Future

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.

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.




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.