CPA firm practice management news and resources

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September 1, 2015

Meeting the financial planning challenges of the future

Discover strategies your firm can use to cope with aging clients, higher health care costs, and the threat of robo-advisers.

September 1, 2015

Don’t let scope creep lead you out of bounds

In the sports world, it is pretty easy to determine whether you are in or out of bounds. It’s not so simple in the accounting world.

September 1, 2015

Q&A: Pricing options that boost profits

It sounds too good to be true. But value-billing expert Ron Baker says there is a way to increase client satisfaction and firm profits at the same time.

September 1, 2015

Lisa J. Cines, CPA, CGMA

Lisa J. Cines, CPA, CGMA, is regional partner in charge of business development and marketing at Dixon Hughes Goodman LLP in Rockville, Md.

September 1, 2015

Roadblocks to avoid in accounting firm M&A

Looking to buy or sell a practice? Either way, a number of obstacles need to be cleared before you get the deal done.

September 1, 2015

Succeeding with a narrow focus

Specializing and focusing on a narrow range of services can help CPAs and audit firms reduce training costs and risks.

August 18, 2015

7 strategies for building employee loyalty

Loyalty is a dying characteristic in many organizations, on the employer side and on the employee side.

August 17, 2015

How to handle poor performers

Subpar workers are actually a byproduct of subpar management.

August 10, 2015

Hiring and enrollments reached record highs last year

Enrollment in accounting programs and hiring of new graduates by accounting firms are at all-time highs. Master’s degrees are taking off, too, and firms will need to get creative in their pursuit of in-demand talent.

August 10, 2015

Be strategic when awarding raises and promotions

Choose the right carrots and sticks to motivate your staff.

August 1, 2015

Going mobile

Ever dreamed of getting away from it all—permanently? One CPA figured out a way to do just that, and he shares tips on how other sole practitioners can do it, too.

August 1, 2015

Competitive edge: The software vendors’ view

What will be key to success for accounting firms in the future? Accounting software makers share their thoughts.

August 1, 2015

Andy Armanino, CPA

Andy Armanino, CPA, is the managing partner of Armanino LLP, a large CPA and consulting firm based in California.

August 1, 2015

Awards recognize firm and individual public service

Terry Murphy, of Ann Arbor, Mich., received the 2014 Public Service Award for Individuals. DiSanto, Priest & Co., a CPA firm in Warwick, R.I., received the 2014 Public Service Award for Firms.

August 1, 2015

Q&A: Price-sensitivity training

To price effectively, CPA firms first need to determine clients’ price sensitivity. Author and consultant Ron Baker, an unabashed value-pricing champion, explains how firms should communicate with clients to develop effective pricing.

July 30, 2015

Q&A: How to present your prices to customers

Talking to clients about your pricing options can be a challenging conversation. Here are a few tips that can help, starting with why you should avoid using the word “fee.”

July 1, 2015

Documentation is your ally for tax and other services

Practitioners can benefit from documenting their advice in accordance with Circular 230 and the SSTSs.

July 1, 2015

Millennial women: How to woo a new generation of employees

Opportunities for advancement and work/life balance matter to this key demographic.

July 1, 2015

Q&A: Price check

The JofA sat down for a Q&A session with author and consultant Ron Baker, an unabashed value-pricing champion, for a conversation that provided an in-depth look at the work firms need to do to quote clients an upfront price.

July 1, 2015