Technology Workshop
Spreadsheets don’t always do what users want them to do—taking numbers or names from separate cells and placing them in one cell, for example. But with a little effort, you can teach Excel to perform that and many other tricks.
Marketing / Practice Management
CPAs can use customer case research (CCR) to learn details about why, when and how a client chose their firm for accounting, tax or consulting services. The inside perspective clients provide about who and what influences service selection can help a firm strengthen its market position.
Education / Practice Management
Since the JofA last covered Web-based continuing education in 1998, offerings are better than ever. There are more vendors, more courses and a wider range of subjects. And now you can register, pay and get test results right away—all online.
Tax
Employee travel on company-owned planes is increasing. There are steps CPAs can recommend businesses take to make sure they will be able to deduct this expense for tax purposes.
Practice Development
This is part two of a multipart series in which the JofA chronicles a major business development initiative at Meyners and Co. of Albuquerque, New Mexico. This article describes how the firm links pay to performance to reinforce employee commitment to the practice’s growth.
Personal Financial Planning
Clients buying and selling new homes have to deal with a wide variety of issues, including affordability, financing and contract negotiations. Here’s what CPAs can do to help their house-hunting clients get the best deal.
Practice Development / Small Business
America’s small businesses make up the bulk of the nation’s enterprises (70%), and most CPAs already have one or more such clients, providing them with management, succession and financing advice as well as traditional tax, accounting and consulting support. Here are 15 pointers for CPAs who want to improve business and service in the mom-and-pop sector.