Firm & Practice Management

How Firm Scorecards and KPIs Drive Profit
 

How Firm Scorecards and KPIs Drive Profit

Posted: November 7, 2018
Key performance indicators (KPIs) help align performance with long-term strategic objectives. If utilized properly, KPIs function much like a compass: determining if your firm is moving in the right direction.

How Small Firms Can Stand Out Among the Crowd
 

How Small Firms Can Stand Out Among the Crowd

Posted: October 29, 2018
To keep up with large and mid-size CPA firms, small firms need to compete on what they can— client relations, retention and growing their own practices.

Compete on Value, Not Fees
 

Compete on Value, Not Fees

Posted: October 1, 2018
If you think it’s a good idea to lower your fee to win business, think again. Competing on fees is never a good idea. This is especially true if you are a new firm trying to win business opportunities.

Tips for Working with Millennial Clients
 

Tips for Working with Millennial Clients

Posted: September 13, 2018
Successfully performing services for millennial clients might hinge on your ability to provide advice and to market services in a way that makes them feel at ease. Learn more in this podcast.

How to Respond to Comfort-Letter Requests
 

How to Respond to Comfort-Letter Requests

Posted: September 6, 2018
Here's what CPAs should think about before answering requests to provide or verify information to third parties such as lenders, insurers, employers and government agencies. Such seemingly simply requests carry legal and ethical risks that practitioners must be aware of before responding.

6 Things Accounting Firms Can Do to Be More Future-ready
 

6 Things Accounting Firms Can Do to Be More Future-ready

Posted: September 4, 2018
Many firms are fixated on innovation and investing in leadership that can change the mindsets, skill sets and toolsets necessary to sustain success and be future-ready. Here's how to increase the velocity and success of common innovation strategies.