Firm & Practice Management


Three Ways to Keep Up with Standards
 

Three Ways to Keep Up with Standards

Posted: January 18, 2019
The accounting profession is controlled by standards, and regardless of our viewpoints, adhering to these standards is integral to any practice management plan. To keep up, firms can conduct inhouse seminars throughout the year and encourage staff to join NJCPA interest groups or other professional groups that offer CPE programs.

CPAs Acting as Interim CFOs: How to Manage the Risk
 

CPAs Acting as Interim CFOs: How to Manage the Risk

Posted: January 18, 2019
Professional liability insurance policies generally exclude coverage for services rendered when the policyholder also performs management duties or assumes management responsibilities on behalf of the client. Here are some simple precautions to better protect yourself, your firm and your stress level.

Tax Season Checklists — Part Two
 

Tax Season Checklists — Part Two

Posted: December 18, 2018
Tax season is busy, so preparing for it now will reduce the stress experienced January through April and help reduce exposure to professional liability risk. Pre-tax-season training of personnel and proactive review of administrative procedures will improve efficiency through April 15 and beyond.

Tax Season Checklists — Part One
 

Tax Season Checklists — Part One

Posted: December 11, 2018
Planning for the upcoming tax season is an important step in managing the professional liability risk associated with providing tax services. This set of pre-tax-season checklists provide many suggestions firms should consider in planning for this work.

13 Signs That Your Firm Is Outdated
 

13 Signs That Your Firm Is Outdated

Posted: November 21, 2018
If you want to assess your firm’s future readiness, think about giving this list of 13 outdated culture and talent practices to some of your Next Gen people and see how well they think your firm stacks up.

  • Merchant Advocate
    Without switching credit card processors, Merchant Advocate can help NJCPA members get lower rates on credit card processing and eliminate hidden fees.
  • QuickFee
    QuickFee brings firms of all sizes an easy way to eliminate merchant fees and streamline their collections by giving clients the choice of multiple payment options from a secure, online location.
  • UPS
    Save up to 50 percent on a broad portfolio of UPS shipping services including air, international and ground services.
  • 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.