Firm & Practice Management

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.

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.


  • Accountants Advisory Group
    Maximize the value of your firm with M&A consulting, strategic planning and other solutions from Accountants Advisory Group on partner governance, practice management, marketing and human capital.
  • Matters of Management
    Get expert recruitment, marketing, business development and executive coaching services from Matters of Management.
  • Whitman Business Advisors
    Get customized solutions for strategic focus and growth — including merger and acquisition, talent acquisition and practice management consulting — from Whitman Business Advisors.