Firm operations

TOPICS / FIRM PRACTICE MANAGEMENT

June 26, 2020

How to handle the 2020 PTO backlog

With few employees taking extended time off this summer due to the coronavirus pandemic, firms will inevitably face scheduling challenges as the year ends.

June 17, 2020

17 strategic questions to answer before reopening

Firms must consider strategic as well as practical issues as they reopen. These questions can help you think through some of these issues and point you toward ways to preserve positive changes made during the lockdowns.

June 16, 2020

15 questions firm leaders should ask before returning to the office

Reopening your physical office is not a decision to take lightly. Here’s an overview of the many issues firm leaders need to consider when developing a plan to reopen.

June 1, 2020

Keep or toss? A guide to CPA firm record retention

Develop a record-retention policy that follows prudent practice without turning into hoarding.

March 20, 2020

Switch to virtual client meetings amid coronavirus fears

CPAs who run virtual firms share their top tips for educating clients about online meetings and holding successful virtual meetings.

March 16, 2020

Top cyberthreats targeting accounting firms

An expert outlines three of the top external cyberthreats accounting firms face and provides pointers on how to reduce a firm’s risk of becoming a victim.

February 1, 2020

Flexible work strategies for public accounting

Worker-friendly policies — when executed correctly — can assist CPA firms in retaining valuable people.

January 27, 2020

Interesting CPA stories of how tech has transformed accounting

Technology-savvy accounting professionals describe their old and new ways of doing things, and the pros and cons of those changes.

January 1, 2020

Navigating storms, and risk, with subcontractors

Seeking professional help when the firm needs it is not as easy as it sounds.

December 1, 2019

Apples + Oranges = Risks in nontraditional acquisitions

Navigating the acquisition, onboarding, and integration of non-CPA professionals can be tricky.

September 1, 2019

Housekeeping tips to mitigate data security risk

Protecting your firm from privacy breaches is often a matter of strong internal practices.

August 5, 2019

How to launch a financially successful CPA firm

CPAs discuss creating a budget, projecting cash flow, and reeling in the right clients in a competitive arena.

June 1, 2019

Effective communication to help avoid litigation

Don’t let a “failure to communicate” escalate into a loss of clients or costly litigation.

May 6, 2019

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.

February 4, 2019