Firm & Practice Management

How Firm Scorecards and KPIs Drive Profit
 

How Firm Scorecards and KPIs Drive Profit

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.



How to Respond to Comfort-Letter Requests
 

How to Respond to Comfort-Letter Requests

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.

The Latest in Liability
 

The Latest in Liability

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.

6 Security Safeguards for Tax Professionals
 

6 Security Safeguards for Tax Professionals

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.