Firm & Practice Management


How to Identify and Deepen Key Relationships
 

How to Identify and Deepen Key Relationships

Posted: January 23, 2017
The first in a five-part series, this article outlines five key tips for reviewing business relationships with clients, prospects and sources of referral with the goal to strategically plan routine touch points that will deepen your existing relationships.

How to Work Better With Nonprofit Clients
 

How to Work Better With Nonprofit Clients

Posted: January 20, 2017
An entrepreneur shares his expertise on how to navigate the nuances of working with nonprofit clients. Learn the tricks he’s picked up along the way to deliver high-quality services to nonprofits.

6 Steps to Sales Success
 

6 Steps to Sales Success

Posted: January 17, 2017
Sales is a process that requires a strategic and disciplined approach. Accountants who invest in these strategies will achieve a greater level of sales success.

Aiming at Your Target Market
 

Aiming at Your Target Market

Posted: January 12, 2017
Many firms feel that by targeting a specific segment of the marketplace, they will forego other revenue growth opportunities. But, in fact, quite the opposite is true. Targeting enables partners to attract a more captivated audience for the firm’s services.

How CPAs Can Capitalize on Change
 

How CPAs Can Capitalize on Change

Posted: January 6, 2017
Think beyond the typical functions of an accountant: See yourself as more than a trusted advisor. This kind of mentality will add longevity to the CPA’s career and keep firms thriving into the future.

Set Goals That Won’t Lead Employees Astray
 

Set Goals That Won’t Lead Employees Astray

Posted: December 15, 2016
Although aggressive goals can spark great accomplishments, they can also lead to bad behavior by employees who may be willing to bend or break rules in pursuit of those goals.

Predictions for 2017 and Beyond
 

Predictions for 2017 and Beyond

Posted: December 13, 2016
As we close out 2016, the accounting profession landscape and marketplace is changing rapidly. Here are some predictions and trends that you may wish to consider in your strategic planning for 2017 and beyond.

When Trust Fades: Gauging Client-CPA Success Factors
 

When Trust Fades: Gauging Client-CPA Success Factors

Posted: December 5, 2016
Codes of Conduct are important. Law enforcement has one. Businesses have them (or should). Even Boy Scouts of America has one. The AICPA Code of Conduct is serious business for our profession. It identifies our highest responsibility: To protect the public interest and maintain the public trust.

Client Service Goes Beyond Work Deadlines
 

Client Service Goes Beyond Work Deadlines

Posted: November 8, 2016
Don’t wait until the final hour of a deadline to connect with your clients. An expert shares his tips on how you can proactively provide holistic and exceptional client service from start to middle to finish.

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