Firm Practice Management

Tips for handling anxious clients

Clients can get nervous when dealing with money, the IRS, one of the states, or any situation over which they have limited control.

Unhappy in your work? Tell someone!

This column explores six strategies employees can use to drive an honest dialogue about their satisfaction and increase their chances of remaining with their firm.

Three steps for transferring ownership

Jennifer Wilson, a partner and co-founder of ConvergenceCoaching LLC, discusses best practices for transferring ownership from one generation to another.

Factors keeping top talent on board

Jennifer Wilson, a partner and co-founder of ConvergenceCoaching LLC, discusses reasons why bright, talented employees stay at their firms.

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.

Three keys to retiring with grace

Jennifer Wilson, a partner and co-founder of ConvergenceCoaching LLC, discusses strategies for paving the way to a smooth retirement.

How to motivate and retain talent

Jacquelyn H. Tracy, CPA, CGMA, a founding partner with Mandel & Tracy LLC, discusses recruitment mistakes and ways to retain talent through motivation.

Reasons top talent doesn’t leave

Jacquelyn H. Tracy, CPA, CGMA, a founding partner with Mandel & Tracy LLC, discusses the reasons top talent stays at firms, and why they leave.

Low-cost strategies to retain talent

Jacquelyn H. Tracy, CPA, CGMA, a founding partner with Mandel & Tracy LLC, gives examples of low-to-mid cost employment perks that show appreciation for your team’s hard work.

Ask the expert: Practice management

For the past 30 years, Chandra Bhansali’s passion has been to find innovative ways for accountants to benefit from emerging technologies.

SPONSORED REPORT

2018 financial reporting survey: Challenges and trends

Learn the top reporting challenges that emerged in a survey of more than 800 finance, accounting, and compliance professionals across the world, and compare them with your organization's obstacles.

PODCAST

How the skill set for today’s CFO is changing

Scott Simmons, a search expert for large-company CFOs, gives advice for the next generation of finance leaders and more, including which universities are regularly producing future CEOs and CFOs.