Firm & Practice Management


Engagement Letter Best Practices
 

Engagement Letter Best Practices

Posted: November 20, 2018
Engagement letters strengthen that trust by bringing together communication, personalization, and expectations in a streamlined document for both parties to reference. Find out the best way to communicate.

How Small Firms Can Grow in a Challenging Marketplace
 

How Small Firms Can Grow in a Challenging Marketplace

Posted: November 14, 2018
Dynamic market forces are changing the way small firms are competing now and how they will compete in the future. It’s critical for small firms to properly position themselves in the marketplace to retain their clients and compete effectively.

How Small Firms Can Establish a Strong Online Presence
 

How Small Firms Can Establish a Strong Online Presence

Posted: November 7, 2018
It is imperative that small firms develop a brand and an online presence to position themselves competitively in the marketplace. Establishing a brand and consistently promoting your online presence makes your firm look larger.

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.

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