Firm & Practice Management

Planning for the Future
 

Planning for the Future

Posted: May 16, 2018
Preparing for the future of one's own firm can be far more daunting to CPAs than planning for those of their clients’. From making themselves more marketable to succession planning for the firm, CPAs today need to not only adapt to changes in the accounting profession but learn to thrive in spite of them.


3 Busy Season Pitfalls to Avoid
 

3 Busy Season Pitfalls to Avoid

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.

Maintaining Independence During the Client Lifecycle
 

Maintaining Independence During the Client Lifecycle

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.


Establishing KPIs That Fit Your Firm
 

Establishing KPIs That Fit Your Firm

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.

Moving from Hourly Billing to Value Billing
 

Moving from Hourly Billing to Value Billing

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.

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