CPA firm practice management news and resources

TOPICS

June 1, 1997

Monitoring A Small Firm

EXECUTIVE SUMMARY SMALL FIRMS MAY HAVE DIFFICULTY complying with American Institute of CPAs practice monitoring requirements because in some very small firms an individual may have to review his or her own performance. STATEMENT ON QUALITY CONTROL Standards no. 3, Monitoring a CPA Firm’s Accounting and Auditing Practice , which

May 1, 1997

Handling the Small Public Audit Client

EXECUTIVE SUMMARY THE SMALL PUBLICLY TRADED corporate audit market offers a substantial marketing opportunity for smaller accounting firms. A SURVEY SHOWS SUCH COMPANIES appear to be generally satisfied with their small firm auditors but don’t know about or take full advantage of all the services their firms offer. THERE ARE

May 1, 1997

Letter from the State Board: What Should You Do Next?

EXECUTIVE SUMMARY STATE BOARDS OF ACCOUNTANCY are responsible for investigating complaints from the public regarding CPA performance and behavior. STATE BOARDS CAN REQUIRE practitioners to take specific CPE courses to correct an apparent deficiency, to cease and desist certain behaviors and to submit to some form of practice monitoring. They

May 1, 1997

Choosing the right sponsorships

Make your corporate sponsorship work for you. Marketing Clinic By J. Carter Thomas J. CARTER THOMAS is president of Market Development Resources, a Dallas marketing consulting and services firm. W ith $4,000 to contribute, would you rather your firm be the main sponsor of a health agency’s gala

April 1, 1997

The Importance of Customer Focus

EXECUTIVE SUMMARY FOCUSING ON CLIENT NEEDS begins with creating a client service plan to use with each client at least once a year. The client service plan helps you learn not only what each client needs but also what it thinks your firms strengths are and how those strengths are

April 1, 1997

Microsoft

Microsoft Conference to Provide Consulting Help S taff members who are their firms experts on technology and consulting are not invited to Microsofts June conference, but the nonexperts are. The Partners Conference, presented in cooperation with the American Institute of CPAs, is designed to help senior partners figure out the

March 1, 1997

Where to Find Help Online

A guide to Internet resources for CPAs. Where to Find Help Online By John J. Gill John J. Gill , CPA, CMA, is a sole practitioner in Newport News, Virginia, specializing in tax and information technology consulting. A member of the

March 1, 1997

Marketing Close to Home

Who you know matters when getting out the word about a new practice. Marketing Close to Home By Anita Dennis, a Journal contributing editor. EXECUTIVE SUMMARY WHEN STARTING A NEW FIRM, many practitioners make the mistake of trying to be all things to all people. Angela Williams, a

March 1, 1997

Hiring Pros

Hiring pros to help you win new clients. Marketing Clinic By Colette Nassutti Colette Nassutti is a consultant to accounting, law and other professional services organizations. She is the author of Turning Sales Over to the Pros: Fourteen CPA Firms Share Their Experiences , which was issued by

March 1, 1997

An Online Image Campaign

A CPA looked beyond the numbers for a great opportunity. An Online Image Campaign T he Web site of Schwartz Cohen & Co. in Phoenix contains articles by its partners and a description of the firms business valuation services. It provides links useful for accountants, such as Internal Revenue Service

January 1, 1997

Developing the right brochure

Developing the right brochure for your firm Marketing Clinic By John C. Thomas JOHN C. THOMAS is the president of Market Development Resources, a Dallas marketing consulting and services firm. C PAs often spend thousands of dollars and several months developing brochures that prospective clients glance at and

January 1, 1997

New York City CPA

A CPA who isnt afraid to stand alone builds a solo practice in New York City. Marketing Close to Home Anita Dennis is a Journal contributing editor. EXECUTIVE SUMMARY A SOLE PRACTITIONER in New York City has built a profitable practice by using low-level services, such as bookkeeping, as a

January 1, 1997

An elder care consultant

New technology helps the older client. A Practical Site Reaps Marketing Rewards I t was not Karen Stevenson Browns intention to create a Web site to market her practice, which consists mostly of elder care consulting. Two years ago she started a Web site to create links to the few

FROM THIS MONTH'S ISSUE

How to replace running totals in Excel

Accountants routinely copy down formulas in Excel to track cumulative balances, such as cash flow and retained earnings, but there is a better way. This JofA Technology Q&A article shows the way with step-by-step instructions and a video walkthrough.