Firm leaders share their thoughts on ways to ensure women have access to opportunities.
Firm Practice Management
Accountants aren’t necessarily being singled out, but rather legislative and city leaders are trying to find ways to spread tax liabilities around a broader base or meet their budget needs.
Jennifer H. Elder, CPA/CFF, CGMA, co-author of the book "Faster Disaster Recovery: The Business Owner’s Guide to Developing a Business Continuity Plan," discusses how to prepare so that an organization’s finances and reputation will be protected if a disaster occurs.
This article offers tips on how to stay professional, even amid friction.
CPA firms can establish a competitive advantage for themselves by concentrating on one type of client and developing deep expertise in a certain area.
Many CPA firms are looking to supplement long-established business development practices with fresh marketing approaches. Firms share their tested techniques for boosting client loyalty and connecting with new prospects.
CPAs should understand the unique risks associated with clients in the cannabis industry and formulate strategies to mitigate those risks.
Meet Bill Reeb, CPA/CITP, CGMA, the AICPA’s 2019–2020 chair.
Troy Ashby, CPA, founder of Dallas-Fort Worth-area recruiting firm Benchmark Search Group, outlines steps you can take to improve onboarding and increase new employees’ sense of belonging.
Wesley Middleton, CPA, managing partner (Houston) for Baker Tilly, explains how bad culture leads to employee turnover and dissatisfaction. Eventually profitability suffers, too.
This pricing model could enable you to provide more in-depth and tailored services for clients.
Small firms can update policies quickly and understand an employee's individual needs.
An open paid-time-off policy benefits employees who use it. Firm leaders must encourage and celebrate staff who take vacations, says Wesley Middleton, CPA, managing partner (Houston) for Baker Tilly.
Wesley Middleton, CPA, managing partner (Houston) for Baker Tilly discusses ways people, place, passion, purpose, and practices define a great workplace culture.
Flexible scheduling can ward off burnout and help retain staff.
In a profession with high turnover, a positive workplace culture can lead to good employee retention and ultimately a great client experience, says Wesley Middleton, CPA, managing partner (Houston) for Baker Tilly.
Within the first 90 days, it’s crucial that you successfully convey to new employees the strong investment you are making in them.
Sarah Dobek, president and founder of Inovautus Consulting, identifies three criteria to consider when writing a great job description, including innovative ways to tell your firm’s story.
CPAs describe their most challenging busy seasons, how they handled them, and what they took away from those experiences.
Successful hiring includes defining your ideal employee and communicating why your firm is a great place to work, says Sarah Dobek, president and founder of Inovautus Consulting.