Firm & Practice Management

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.

Disengaging to Benefit Your Firm and the Client
 

Disengaging to Benefit Your Firm and the Client

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.

Engagement Letter Essentials Can Help CPA Firms
 

Engagement Letter Essentials Can Help CPA Firms

Posted: October 5, 2017
Engagement letters help CPA firms improve communication with clients, document engagements more effectively, and protect the firm from litigation. Letters should be as detailed as possible.

Changing Mindsets for Advisory Services
 

Changing Mindsets for Advisory Services

Posted: September 26, 2017
Having first class advisory services requires great leadership, different skills, and new processes. It’s not enough to just follow “best practices.” Read to find out some useful tips.


Tips for Better Client Meetings
 

Tips for Better Client Meetings

Posted: August 1, 2017
A successful meeting must end with clear next steps and action items for the appropriate individuals. Following these five tips for every meeting should help you see positive results and happier clients, both internally and externally.

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.

  Learn More

View all events

  • 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.