July
2009
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Article
For the first time in several years, staffing is not the most pressing concern for many CPA firms, according to information released in the PCPS CPA Firm Top Issues Survey. Instead, client retention dominates the list, suggesting that “the weakened economy has shifted CPAs’ concerns from staffing to client retention,” says Jim Metzler, AICPA vice president, small firm interests.
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April
2008
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BY
Jean Marie Caragher
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Article
Niche marketing has become a successful strategy for many CPA firms because it identifies target markets and resources, distinguishes a CPA firm from the competition and generates higher profit margins. Niche market specialties will focus both your firm’s marketing program and your marketing professional’s activities by providing a foundation for marketing plans and goal setting.
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December
2007
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BY
Larry Bildstein
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Article
EXECUTIVE SUMMARY Direct marketing has become a popular and successful form of CPA firm marketing with the following potential benefits The process encourages you to define a very specific target audience of prospects most likely to buy your services. The format enables you to develop a specific message for your target audience.
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September
2007
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BY
Megan Pinkston
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Article
BUSINESS VALUATION BURNING BV QUESTIONS www.goiba.orgblog This site from the Institute of Business Appraisers hosts a discussion group between its members and Rand M. Curtiss, FIBA, MCBA, ASA, chairman of the American Business Appraisers National Network. Its questionandanswer format covers a range of topics relating to the appraisal of closely held businesses, which, according to the IBA, make up 90 of U.S.
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January
2007
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BY
Vince Nolan
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Article
THE INTERNET
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December
2006
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BY
Richard I. Miller
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Article
ccounting firms worldwide have for many years formed alliances, and there are good reasons to do so. A network of firms can capture marketing and promotional synergies and offer a broader range of accounting services to clients by expanding the availability of resources, expertise and geographic coverage. Moreover, with the SarbanesOxley Act’s auditor independence rules, the presence of conflicts creates more public company opportunities for smaller firms.
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November
2006
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BY
Michael Hayes
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Article
EXECUTIVE SUMMARY A company’s staff positions involve many human resources (HR) functions that CPA firms can provide relatively easily. Many firms already assist in traditional areas such as payroll and benefits administration. The profession’s roots in recordkeeping, tabulation and financial reporting give CPAs insight into organizations’ operational needs such as recruiting.
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October
2006
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BY
Vince Nolan
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Article
TAX SITES Community Service www.taxalmanac.org CPAs looking for discussions on recent IRS rules and regulations dealing with employee plans, exempt organizations, employment and estate and excise taxes can find them at this Web portal. Content is contributed by visitors who add advice and tax tips to the site’s discussion threads.
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October
2006
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BY
Bert Schweizer III
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Article
EXECUTIVE SUMMARY The most valuable service trusted CPA investment advisers bring to clients is a clear direction. A business plan helps provide a road map—a sound investment approach based on the tenets of prudent investing—and the discipline to stay the course. A PFPniche business plan should contain a mission statement, positioning statement, value proposition, investment approach, competitive advantage(s), implementation resources, implementation steps and financial projections.
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