Firm practice management

Why you can’t wait to prepare for disaster

Jennifer H. Elder, CPA/CFF, CGMA, co-author of the book "Faster Disaster Recovery: The Business Owner’s Guide to Developing a Business Continuity Plan," discusses how to prepare so that an organization’s finances and reputation will be protected if a disaster occurs.

Business development tips to boost a firm’s reach

Many CPA firms are looking to supplement long-established business development practices with fresh marketing approaches. Firms share their tested techniques for boosting client loyalty and connecting with new prospects.

Build employee loyalty with better onboarding

Troy Ashby, CPA, founder of Dallas-Fort Worth-area recruiting firm Benchmark Search Group, outlines steps you can take to improve onboarding and increase new employees’ sense of belonging.

Signs of a bad workplace culture

Wesley Middleton, CPA, managing partner (Houston) for Baker Tilly, explains how bad culture leads to employee turnover and dissatisfaction. Eventually profitability suffers, too.

Encourage employees to take time off

An open paid-time-off policy benefits employees who use it. Firm leaders must encourage and celebrate staff who take vacations, says Wesley Middleton, CPA, managing partner (Houston) for Baker Tilly.

5 P’s that define workplace culture

Wesley Middleton, CPA, managing partner (Houston) for Baker Tilly discusses ways people, place, passion, purpose, and practices define a great workplace culture.

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Tax reform complicates year-end tax planning

Get your clients ready for tax season with these year-end tax planning strategies, which address how to make the most of recent tax law changes, such as the new deduction for qualified business income and the cap on the deductibility of state and local taxes.

VIDEO

What RPA is and how it works

Robotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.