How a firm’s vision differs from its mission
A firm’s mission is in its purpose, its vision is its destination, and the two go hand-in-hand, according to Jennifer Wilson, co-founder and partner with ConvergenceCoaching.
Strategy and Planning
Sprint your way to a digital future
Today’s rapid rate of change makes detailed multiyear digital transformation plans difficult, says Dan Griffiths, CPA, CGMA. A better approach is to set a long-term vision, then plan and execute it in two-week sprints.
Financial planning: Remember to plan for risk
CPA financial planners must carefully document for clients all risks associated with recommended investments.
6 steps to a better busy season
CPAs share their thoughts on how implementing certain steps in advance can minimize stress and make the most of the season.
Use digital marketing to propel your new firm
Three entrepreneurial CPAs offer tips for succeeding with digital and marketing techniques.
Apples + Oranges = Risks in nontraditional acquisitions
Navigating the acquisition, onboarding, and integration of non-CPA professionals can be tricky.
5 behaviors for building strong, inclusive teams
This article discusses ways to move firms and the profession toward more inclusive and diverse teams.
Surviving an economic downturn
This article offers advice on how to survive, and even thrive, during tough economic times.
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.
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.
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.
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.
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.
Small firm spotlight: How we successfully switched to the cloud
A CPA discusses how his small firm moved to cloud-based technology.
Listen! Here’s how to improve client experience
This article discusses three steps to strengthen client relationships.
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.
Books to read before busy season starts
Several CPAs recommend books to help others in the profession prepare for the busy season.
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.
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.
Understand your firm's risk profile
This data can help CPA firms evaluate and address professional liability risks in their practice.
