Firm & Practice Management

  • ADP
    ADP offers free standard payroll processing for your firm and discounts on payroll processing services for your firm’s small business clients.
  • Gallagher Bollinger
    Gallagher Affinity provides cyber risk insurance, dental insurance, vision insurance, and group legal and identify theft coverage.   
  • 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.
  • McGowanPRO
    NJCPA members receive preferred rates on professional liability insurance from McGowanPRO, formerly NAPLIA.
  • Merchant Advocate
    Without switching credit card processors, Merchant Advocate can help NJCPA members get lower rates on credit card processing and eliminate hidden fees.
  • Netgain
    Netgain's IT Cloud is the premier solution for CPA firms requiring stringent security protocols and optimized application hosting inside a robust IT environment.
  • PAYCHEXLogo_4Services-11-2-2016
    Paychex offers unique benefits for your firm as well as discounts on integrated payroll, retirement or HR services for your firm’s small business clients.
  • 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.
  • USI Affinity
    USI Affinity provides members-only rates on disability income protection, life insurance, accidental death and dismemberment, long-term care, hospital indemnity, business overhead expense, and pet coverage.   
  • 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.


On the Cheap: Tax Pros Share Low-Cost Marketing Ideas
 

On the Cheap: Tax Pros Share Low-Cost Marketing Ideas

Posted: February 1, 2019
Getting the word out (and the clients in) during tax season remains the holy grail for preparers. But how to market without busting the budget? Here are some tried-and-true ideas from preparers and industry experts.

Make Your Firm
 

Make Your Firm's Flex Options Stand Out

Posted: January 28, 2019
Accounting firms continue to become more flexible on when and where work gets done, but opportunities for improvement remain.




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.

5 Tips for Managing Multiple Generations
 

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.


Engagement Letter Best Practices
 

Engagement Letter Best Practices

Posted: November 20, 2018
Engagement letters strengthen that trust by bringing together communication, personalization, and expectations in a streamlined document for both parties to reference. Find out the best way to communicate.

How Small Accounting Firms Can Keep Up With Technology
 

How Small Accounting Firms Can Keep Up With Technology

Posted: November 20, 2018
The rise of technology has played a leading role in the reformation of the accounting profession. Due to advances in technology, firms are able to provide more services to clients at a faster speed. Find out the best way to keep up.

Growing or Phasing Out Your Small Firm
 

Growing or Phasing Out Your Small Firm

Posted: November 20, 2018
Many small-firm owners — both sole practitioners and partners — start to become concerned about organizing their practices for a sale as they get closer to retirement age. Here are three clear alternatives for small-firm owners approaching retirement.

Leveraging CPE for Software and Technology Training
 

Leveraging CPE for Software and Technology Training

Posted: November 14, 2018
Instead of selecting the least expensive and most convenient options for continuing professional education (CPE), formulate a strategy to leverage this mandated educational obligation to enhance your own technology skill-set and your staff's.

Staffing for Tax Season
 

Staffing for Tax Season

Posted: November 14, 2018
From utilizing interns to project management tools, staffing for tax season can be challenging. But here are some good tips to put into practice in a small CPA firm.