Firm & Practice Management

Resources

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Articles and Guidance

How to Improve Communication at Small CPA Firms

Posted: January 14, 2019
If poor communication is leading to inefficiency - or worse - at your CPA practice, this podcast offers strategies that can help.

7 Biggest Mistakes Among Accounting Firm Startups

Posted: January 10, 2019
Improve the odds of successfully starting up a new accounting practice from scratch and avoid the school of hard knocks.

A Cybersecurity and Data Protection Plan for Your Accounting Practice

Posted: December 5, 2018
Accountants have the added responsibility of their clients’ records, including financials, Social Security numbers and credit card numbers. Hre’s what accountants can do today to mitigate problems down the road.

13 Signs That Your Firm Is Outdated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If you want to assess your firm’s future readiness, think about giving this list of 13 outdated culture and talent practices to some of your Next Gen people and see how well they think your firm stacks up.

5 Tips for Managing Multiple Generations

Posted: November 21, 2018
In order to thrive in the dynamic business landscape, being able to effectively manage, develop and retain talent across generations is an imperative. Here are five things CPAs need to know about managing staff, now and in the future.