Firm & Practice Management
Posted: February 14, 2018
As your firm heads into busy season, whether you’re implementing new processes or not, keep an eye out for these three busy season pitfalls to avoid.
Posted: February 12, 2018
Building a long-term relationship with a client no longer consists of just sending an engagement letter, preparing the financials and issuing the opinion letter. Rather, it is now a strategic process of the long-term implications of the life cycle of services needed by the client.
Posted: January 15, 2018
Accounting firms rarely have the marketing budget of the largest athletic footwear company in the world, but your firm does have a story. How did the firm start? Marketing can help firms differentiate themselves.
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.