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.

How success relies on workplace culture

In a profession with high turnover, a positive workplace culture can lead to good employee retention and ultimately a great client experience, says Wesley Middleton, CPA, managing partner (Houston) for Baker Tilly.

Keys to writing a great job description

Sarah Dobek, president and founder of Inovautus Consulting, identifies three criteria to consider when writing a great job description, including innovative ways to tell your firm’s story.

Define, then hire your ideal employee

Successful hiring includes defining your ideal employee and communicating why your firm is a great place to work, says Sarah Dobek, president and founder of Inovautus Consulting.

SPONSORED REPORT

The technology assessment engagement

Are you working with the best technology? Do you know how to help your clients determine if their technology stack measures up? In this free report, J. Carlton Collins, CPA, explains how to answer those questions via a technology assessment engagement.

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.