Firm & Practice Management
Posted: November 22, 2017
Identifying which key performance indicators are the right fit for your firm is no easy task. From measuring performance over time or against a budget to more qualitative metrics, such as how effective processes are, there is no 'one size fits all' when it comes to monitoring your firms KPIs. Here are some tips.
Posted: November 21, 2017
Whether your firm’s value proposition is peace of mind, saved time or a healthier cash position, value billing can be both exciting and rewarding for all players. Find out how it helps.
Posted: October 30, 2017
Whether working in an accounting firm, as part of the CFO’s department, or as a sole practitioner, accountants have benefitted immensely from diversity in the workplace. Find out how many firms are embracing diversity.
Posted: October 5, 2017
While the subject of disengaging is typically thought of as (at best) unpleasant, disengaging can be a practice management tool that increases firm profitability and creates a better situation for both the CPA and the client.
Posted: October 5, 2017
Engagement letters help CPA firms improve communication with clients, document engagements more effectively, and protect the firm from litigation. Letters should be as detailed as possible.
Posted: September 26, 2017
Having first class advisory services requires great leadership, different skills, and new processes. It’s not enough to just follow “best practices.” Read to find out some useful tips.
Posted: September 25, 2017
Marketing your firm’s services can be challenging, especially when you have a small budget. The good news is that marketing doesn’t have to cost thousands of dollars.
Posted: September 18, 2017
The American Institute of CPAs has launched the latest update of its national #CPApowered campaign, an initiative designed to showcase the strengths of CPA firms as trusted tax and business advisors to consumers and small businesses. The NJCPA is participating in this effort.
Posted: August 1, 2017
A successful meeting must end with clear next steps and action items for the appropriate individuals. Following these five tips for every meeting should help you see positive results and happier clients, both internally and externally.
Posted: July 19, 2017
Provided you prepare, focus on the individual’s needs and deliver value, meetings can present a business development opportunity. Here are some best practices for client meetings and proposals.