CPA firm practice management news and resources

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March 7, 2016

How CPA firms can counteract unconscious bias

Though we like to think we’re impartial in our decision-making, it’s often the case that our unconscious beliefs affect our choices.

March 7, 2016

Consulting services can grow your firm—if managed properly

Firm leaders increasingly see the potential of consulting services to provide additional value to clients.

March 1, 2016

How social and digital media can be a #majorrisk

Electronic communication can be fraught with peril for the unwary CPA.

February 29, 2016

5 books to help you manage Millennials

we’ve identified several books that can help members of more-experienced generations connect with their Millennial employees and co-workers.

February 16, 2016

What firms must do to better develop their people

Firms across the country are looking for ways to improve their tired, cumbersome, perfunctory, and ineffective performance management systems.

February 8, 2016

Tried-and-true ways to reduce the stress of busy season

Bosses can do many things to reduce pressure on valued staff members.

February 1, 2016

How to increase CPAs’ happiness on the job

Three factors that have the most impact on CPAs’ well-being: having hope, a calling, and autonomy.

February 1, 2016

Coaching programs get new partners off to a great start

The transition to partner can be challenging. That’s why many firms give new partners coaching: to boost their confidence and refine their leadership skills at a crucial juncture in their career.

February 1, 2016

Managing liability risk after a merger or acquisition

Avoid potential liability exposure by choosing the right clients, carefully overseeing old and new staff, and making sure your firm is united in its purpose.

February 1, 2016

New client services top list of CPA firm priorities

The recent CPA.com Innovation in Public Accounting Survey says practices that have adopted or investigated cloud-based technologies are more likely to perceive a need for faster innovation.

January 21, 2016

Finding a mentor

Mentors can not only show you the ropes but also help guide you to your next role.

January 20, 2016

Millennials can play a role in move to value pricing

If your firm is looking at making the switch, consider asking them to serve on a value council—or even as the “chief value officer.”

January 19, 2016

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.

January 11, 2016

These steps can help you embrace an exciting retirement

This column seeks to dispel four fears that retirees have and share a six-step strategy for creating a life after work.

January 11, 2016

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.

January 4, 2016

7 communication tips for new tax managers

These tips can help managers provide effective coaching and feedback to less-experienced tax preparers during busy season.

January 4, 2016

Retiring the billable hour as a measure of performance

Measuring employee performance based on the number of charge hours worked is a practice that can create multiple problems for firms.

January 1, 2016

Q&A: How to present your prices to customers

Talking about price with clients isn’t as simple as saying, “That’ll be $19.99, please.” Here are the best practices to employ when using value pricing.

January 1, 2016

Brand-building tips for small firms and sole practitioners

Whether it’s something quirky, such as flying to work, or more mainstream, such as serving a specialized market, creating a brand can help you grow a business and stand out in a crowded market.

January 1, 2016