Firm & Practice Management

  • Accountants Advisory Group
    Maximize the value of your firm with M&A consulting, strategic planning and other solutions from Accountants Advisory Group on partner governance, practice management, marketing and human capital.
  • 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.
How Small Firms Can Establish a Strong Online Presence
 

How Small Firms Can Establish a Strong Online Presence

Posted: November 7, 2018
It is imperative that small firms develop a brand and an online presence to position themselves competitively in the marketplace. Establishing a brand and consistently promoting your online presence makes your firm look larger.

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 Small Firms Can Keep Up with Technology
 

How Small Firms Can Keep Up with Technology

Posted: October 30, 2018
How can solo and small-firm practitioners stay abreast of the swiftly developing technologies that are dramatically changing our daily routines? Understanding, let alone mastering, new technology can be daunting. Let’s take a look.

Identifying Staff to Fill the Partner Pipeline
 

Identifying Staff to Fill the Partner Pipeline

Posted: October 30, 2018
When identifying staff to fill the partner pipeline, first take a good look in the mirror at your existing partner line. Then inventory their skills to identify strengths and gaps. Then acknowledge the future. Here's how.

Using Flexible Scheduling to Attract and Retain Top Talent
 

Using Flexible Scheduling to Attract and Retain Top Talent

Posted: October 30, 2018
While small firms may find it hard to compete with larger firms on salaries and benefits, flexible scheduling is something just about every firm can provide. Here are a few flexible scheduling options that can be implemented by small firms to attract and retain employee talent.

Plan Ahead to Pass Your Peer Review
 

Plan Ahead to Pass Your Peer Review

Posted: October 30, 2018
Peer review comes around every three years, but it’s something your firm should be thinking about continually. In fact, not planning for your peer review is planning to fail. Here are some tips on how to prepare.

How Small Firms Can Stand Out Among the Crowd
 

How Small Firms Can Stand Out Among the Crowd

Posted: October 29, 2018
To keep up with large and mid-size CPA firms, small firms need to compete on what they can— client relations, retention and growing their own practices.


Compete on Value, Not Fees
 

Compete on Value, Not Fees

Posted: October 1, 2018
If you think it’s a good idea to lower your fee to win business, think again. Competing on fees is never a good idea. This is especially true if you are a new firm trying to win business opportunities.

Minding the Expectation Gap in a CAS Engagement
 

Minding the Expectation Gap in a CAS Engagement

Posted: August 1, 2018
Misalignment of expectations between a client and a CPA firm for a client accounting services engagement can lead to professional liability for the firm. Being selective in client selection and clearly defining the scope of the engagement can reduce risk.


3 Busy Season Pitfalls to Avoid
 

3 Busy Season Pitfalls to Avoid

Posted: February 14, 2018
As your firm heads into busy season, whether you’re implementing new processes or not, keep an eye out for these three busy season pitfalls to avoid.

Maintaining Independence During the Client Lifecycle
 

Maintaining Independence During the Client Lifecycle

Posted: February 12, 2018
Building a long-term relationship with a client no longer consists of just sending an engagement letter, preparing the financials and issuing the opinion letter. Rather, it is now a strategic process of the long-term implications of the life cycle of services needed by the client.

Disengaging to Benefit Your Firm and the Client
 

Disengaging to Benefit Your Firm and the Client

Posted: October 5, 2017
While the subject of disengaging is typically thought of as (at best) unpleasant, disengaging can be a practice management tool that increases firm profitability and creates a better situation for both the CPA and the client.


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