Strategic planning

TOPICS / FIRM PRACTICE MANAGEMENT

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

Timing your exit

This article offers factors to consider when deciding when to bow out of their firm.

November 21, 2016

How to move past technology roadblocks

This article offers ways to help you and your organization overcome common pitfalls to capitalize on IT innovation.

November 7, 2016

Tips to help ease the rush of your next busy season

This column offers crunch time preparation tips.

September 1, 2016

How to keep clients after an accounting practice sale

Client attrition is one of the biggest threats to the success of an accounting firm merger or sale. Buyers and sellers both have pivotal parts to play if they want to maximize the benefits and minimize the risks of the transition process.

September 1, 2016

CPA firms struggling with succession

As Baby Boomer partners reach retirement age, they are having difficulty delegating work to staff members and developing leaders to replace them.

May 17, 2016

How CPA firms can evolve for continued success

Technology, specialization, succession issues and other factors are combining to change the marketplace for CPA firms.

May 9, 2016

The business case for diversity and inclusion at CPA firms

Here are some reasons diversity and inclusion make good business sense for CPA firms.

April 18, 2016

Acquisition rules for CPA firms to live by

This article examines the most common internal obstacles that firms face when acquiring other CPA firms and offers possible solutions.

December 7, 2015

Heading off into the sunset? Avoid these 5 retirement pitfalls

This column outlines five important retirement mistakes for CPAs to avoid.

December 1, 2015

Preparing for what’s next

CPAs do a masterful job of taking care of their clients’ business, but they also need to make sure they look out for their own. Practice-continuation agreements can minimize the chaos in the transfer of a CPA practice to a successor.

November 2, 2015

5 strategies for managing the coming talent crunch

The column explores five top strategies to help you better manage your firm’s capacity issues.

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.