Strategic planning

TOPICS / FIRM PRACTICE MANAGEMENT

May 1, 2018

Understand your firm’s risk profile

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

February 20, 2018

3 truths and 12 responses to drive change

This article offers tips for maintaining your commitment to the change and gaining traction in the face of change reisisters.

January 8, 2018

Is your business ready to adapt to demographic and technology changes?

This column discusses tips on how business leaders can adapt to these changes.

October 2, 2017

How to engage next-generation clients

This column offers steps to position your firm to keep your corporate clients as they transition their businesses and find new individual clients as your existing clients age out.

September 25, 2017

How Industry 4.0 will change accounting

This column discusses the financial impact of the fourth industrial revolution and why CPAs need to prepare for changes.

September 1, 2017

The importance of audit planning

Often overlooked, the real benefit of audit planning is gained from the process itself.

July 10, 2017

Make technology, not talent, your first priority

This column explores five reasons that technology has become an even higher strategic priority than talent.

June 26, 2017

What CPAs need to do to survive the automation revolution

While jobs do disappear with the advent of new technology, new jobs sprout up with them.

May 1, 2017

How to create a more focused practice

Offering too many service lines is this not optimal for clients and can create unnecessary risk to your practice.

May 1, 2017

Innovation showcase: CPA employers on the cutting edge

Completely virtual workplaces. Flat hierarchies. Employees who set their own hours. Vacation stipends. Silicon Valley? Not quite. Meet seven employers that have radically rethought the ways they relate to their CPAs and are reinventing the accounting workplace.

January 30, 2017