CPA firm practice management news and resources

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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

Opening a new CPA office

These suggestions will help CPAs get started in a new location.

June 22, 2015

Q&A: To boost revenue, try offering these pricing options

It sounds too good to be true: A way to increase both client satisfaction and firm profits at the same time. But consultant Ron Baker explains how offering different pricing options can help firms do just that in this Q&A.

June 9, 2015

Staffing issues surge to forefront of accounting firm concerns

Workload compression during consecutive challenging tax seasons has helped contribute to a growing talent shortage for accounting firms seeking qualified staff.

June 1, 2015

How to eliminate time sheets

Firms can use a value council to determine prices and KPIs to measure performance.

June 1, 2015

The future of marketing: Thriving in a digital world

Learn how digital marketing techniques such as social media and content marketing can work side by side with traditional referral marketing to broaden your pool of potential clients and convert online browsers to customers.

June 1, 2015

Experts warn of cybersecurity ‘storm’: Technology round table, part 2

In the second of two parts, the tone at the fourth annual JofA accounting technology round table turns tense as the experts discuss the cybersecurity vulnerabilities they see in the accounting profession.

June 1, 2015

Due diligence with CPA firm subcontractors

The legal and professional responsibilities of a CPA firm related to privacy of client data also extend to the actions of their subcontractors.

May 4, 2015

Q&A: How to determine a client’s price sensitivity

To price effectively, CPA firms first need to determine the price sensitivity of individual clients. Value-billing expert Ron Baker explains how to do it in this Q&A.

April 27, 2015

Q&A: What you need to ask clients before setting a price

Billing by the hour isn’t the only way to charge clients. But to implement a different approach, you’re going to need to ask these questions first.

April 21, 2015

Doughtie to become first female CEO of KPMG in U.S.

KPMG in the United States has elected Lynne Doughtie, CPA, as its next chairman and CEO, adding to the growing ranks of women in prominent leadership positions in the accounting profession.

April 16, 2015

CPAs select security as top technology priority

A steady stream of high-profile cybercrimes involving corporate and customer data has captured the attention of North American accounting professionals, who ranked IT security as their top technology priority.

April 13, 2015

Models of success?

An accounting firm experiment hypothesizes that “there will be multiple successful business models for accounting firms of the future.” Explore the experiment’s results and different visions for public accounting’s future—and examples of that future already becoming reality.

April 13, 2015