Financial and admin operations

Controlling your data

CPA firms can be a treasure-trove of information for cybercriminals. Here are tips on how to protect your firm.

Making workflows work

These best practices can lead to better productivity and improved client satisfaction and retention.

Improve your business by working less

Owners’ hours directly impact the value of a practice: If all other things are equal, buyers prefer to buy an accounting practice with fewer owner hours.

How to manage underperformers

In order to ensure that you are engaging the best and the brightest employees in the firm, you must learn to handle and manage the underperformer.

How to admit new partners: A fresh approach

Accounting firms seeking long-term viability must infuse the partnership ranks with fresh blood when the time and terms are right. A method called AAV can help with this process.

Preparing for what’s next

CPAs do a masterful job of taking care of their clients' business, but they also need to make sure they look out for their own. Practice-continuation agreements can minimize the chaos in the transfer of a CPA practice to a successor.

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.