Firm & Practice Management
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.
Posted: October 15, 2018
If any of these items hit close to home, it's time to consider moving in a different direction.
Posted: October 12, 2018
Understanding how to ward off cyberattacks is half the battle. Here are common misconceptions about cybersecurity, so you can be better prepared to face any threat to data.
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.
Posted: September 4, 2018
Tax reform, the cannabis industry and cyberthreats are just three of the dangers that are looming large in malpractice insurers’ nightmares.
Posted: July 17, 2018
All tax professionals, whether part of a large firm or a one-person shop, must enact security safeguards. Here are six critical steps to protect computers and email as well as safeguarding sensitive taxpayer data.