Firm practice management

Unhappy in your work? Tell someone!

This column explores six strategies employees can use to drive an honest dialogue about their satisfaction and increase their chances of remaining with their firm.

Tips for handling anxious clients

Clients can get nervous when dealing with money, the IRS, one of the states, or any situation over which they have limited control.

Three steps for transferring ownership

Jennifer Wilson, a partner and co-founder of ConvergenceCoaching LLC, discusses best practices for transferring ownership from one generation to another.

Factors keeping top talent on board

Jennifer Wilson, a partner and co-founder of ConvergenceCoaching LLC, discusses reasons why bright, talented employees stay at their firms.

Building a state-of-the-art M&A target

A firm can enrich its value to prospective suitors by investing in a top-notch IT infrastructure and exhibiting a willingness to embrace new technologies.

Three keys to retiring with grace

Jennifer Wilson, a partner and co-founder of ConvergenceCoaching LLC, discusses strategies for paving the way to a smooth retirement.

How to motivate and retain talent

Jacquelyn H. Tracy, CPA, CGMA, a founding partner with Mandel & Tracy LLC, discusses recruitment mistakes and ways to retain talent through motivation.

Reasons top talent doesn’t leave

Jacquelyn H. Tracy, CPA, CGMA, a founding partner with Mandel & Tracy LLC, discusses the reasons top talent stays at firms, and why they leave.

Low-cost strategies to retain talent

Jacquelyn H. Tracy, CPA, CGMA, a founding partner with Mandel & Tracy LLC, gives examples of low-to-mid cost employment perks that show appreciation for your team’s hard work.

Ask the expert: Practice management

For the past 30 years, Chandra Bhansali’s passion has been to find innovative ways for accountants to benefit from emerging technologies.

Roman Kepczyk, CPA/CITP, CGMA

Roman Kepczyk, CPA/CITP, CGMA, says investing in a person to “champion” a new technology or application can help the whole firm achieve a successful implementation.

SPONSORED REPORT

States look to unclaimed property for revenue

This free report outlines the escheat process, common types of AUP, how different states are handling it and how companies can plan for potential audits and liabilities.

PODCAST

Using drones to enhance audits

Hermann Sidhu, CPA, global assurance digital leader at EY, walks us through EY’s exciting new project to use drones to help audit large warehouses and outdoor inventories.