Strategic planning

TOPICS / FIRM PRACTICE MANAGEMENT

August 3, 2020

Why agility is key for firms navigating COVID-19

The current circumstances force firms — and their clients — to deal with several challenges at the same time.

April 21, 2020

What to know before offering client accounting services

Mary May, principal, and Stephanie Howard, client accounting services manager, at tonneson + co, discuss how client accounting services can benefit both firms and clients, and share their best advice for firms that are looking to add or expand their offerings in this area.

March 1, 2020

Financial planning: Remember to plan for risk

CPA financial planners must carefully document for clients all risks associated with recommended investments.

February 24, 2020

Tips for surviving busy season

Veteran tax practitioners share ways to take care of yourself and do your best work at crunch time, no matter when that falls on the calendar.

December 2, 2019

Use digital marketing to propel your new firm

Three entrepreneurial CPAs offer tips for succeeding with digital and marketing techniques.

December 1, 2019

Apples + Oranges = Risks in nontraditional acquisitions

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

September 9, 2019

Surviving an economic downturn

This article offers advice on how to survive, and even thrive, during tough economic times.

August 19, 2019

How to effectively implement innovation

Without a plan, you can end up wasting time and money on marketing a service you aren’t able to deliver.

July 15, 2019

How firms of any size can innovate

The size and resources of your firm will go a long way in determining what will be a prudent, effective approach.

June 12, 2019

Tax law changes join staffing as a top issue for CPA firms

Finding qualified staff was once again most CPA firms’ top concern, according to the 2019 PCPS CPA Firm Top Issues Survey.

May 1, 2019

Developing your own specialized niche practice

CPA firms can establish a competitive advantage for themselves by concentrating on one type of client and developing deep expertise in a certain area.

April 1, 2019

What CPAs learned during difficult busy seasons

CPAs describe their most challenging busy seasons, how they handled them, and what they took away from those experiences.

February 25, 2019

Small firm spotlight: How we successfully switched to the cloud

A CPA discusses how his small firm moved to cloud-based technology.

January 22, 2019

Listen! Here’s how to improve client experience

This article discusses three steps to strengthen client relationships.

December 3, 2018

How to respond to a PR crisis

This article offers ways to help keep your response to bad news from turning into a public relations problem.

December 3, 2018

Books to read before busy season starts

Several CPAs recommend books to help others in the profession prepare for the busy season.

December 1, 2018

After the merger: Creating a culture of success

Incorporating the right components into a post-merger integration plan and establishing a strong, homogeneous culture can increase the chances of success.

August 1, 2018

Building a state-of-the-art M&A target

A firm can enrich its value to prospective suitors by investing in a top-notch IT infrastructure and exhibiting a willingness to embrace new technologies.

May 21, 2018

What you should know about smart speakers at work

This article looks at available devices and how they might be used in the workplace of the future.

May 1, 2018

Understand your firm’s risk profile

This data can help CPA firms evaluate and address professional liability risks in their practice.

FROM THIS MONTH'S ISSUE

Flip out with the latest Tech Q&A

The September Technology Q&A column shows how to create dynamic to-do lists with Excel's checkboxes and also how to set up multifactor authentication texts that don't rely on phones. Flip through both items and view a video walkthrough in our digital format.