Firm & Practice Management

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.

How Diversity and Inclusion is Shaping the CPA Profession
 

How Diversity and Inclusion is Shaping the CPA Profession

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.

Why You Should Build Deeper Client Relationships
 

Why You Should Build Deeper Client Relationships

Posted: May 16, 2017
Accountants are small business owners’ most trusted advisors and are in a unique position to provide additional value throughout the year. Find out ways to enhance your relationship with clients.

Staying Competitive: A Game Plan for Business Success
 

Staying Competitive: A Game Plan for Business Success

Posted: May 12, 2017
Competing in today’s complex business environment presents unique challenges for CPAs and their clients. Growing business, staying one step ahead of the competition, and attracting and retaining staff have be­come top priorities. Read more on playing the game.

How to Identify and Deepen Key Relationships
 

How to Identify and Deepen Key Relationships

Posted: January 23, 2017
The first in a five-part series, this article outlines five key tips for reviewing business relationships with clients, prospects and sources of referral with the goal to strategically plan routine touch points that will deepen your existing relationships.

How to Work Better With Nonprofit Clients
 

How to Work Better With Nonprofit Clients

Posted: January 20, 2017
An entrepreneur shares his expertise on how to navigate the nuances of working with nonprofit clients. Learn the tricks he’s picked up along the way to deliver high-quality services to nonprofits.


  • 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.
  • Marketing 360
    With Marketing 360® you get everything you need to grow your business and fuel your brand from a single platform.   
  • 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.