Practice Management news

Practice

The 7 Ways to Transition Your Practice

Accountants without a succession plan are hurting not only themselves but their clients as well. Here are seven ways to see your practice continues after you retire—some of them are better than others.
Practice

Don't Be Afraid to Sell…and Quote a Price

To set up the right value pricing for your client, you need to know what questions to ask first so you can later sell your value. Here are some tips on how you can better understand your client.
Practice

The 6 Myths of Losing Your Clients

Here are six myths many practitioners believe about why clients leave for another professional and how to get them back. A little work now can save you a lot of hassle and expense later.
Practice

With CPA Services, It Ain't About the Price

Instead of thinking about price, consider transitioning from compliance-related work, such as taxes, payroll and general bookkeeping, to Type 2 services, which add real value to the client.
Practice

Yes—You Too Can Be a Big-Shot Blogger!

If the thought of blogging makes you as nervous as an executive facing an IRS audit, stop worrying. It's easier that you thought to start a blog, and the payoff may be larger than you expected. Your clients will be your guide.
Practice

The Cutting-Edge Accounting Office

In this session we'll discuss the types of technologies and their uses in a small accounting firm office.
Practice

Survey: Cybersecurity Is Keeping More Corporate Directors Up At Night

While reputational risk is the No. 1 nonfinancial concern among corporate directors, cybersecurity/IT risk is gaining steam. According to the results of a new survey from EisnerAmper, cybersecurity/IT risk ranked second at 62 percent, up almost 10 percent from last year’s poll.
Practice Management

The 16 Ways to Screw Up Delegation

We've all tried to make our work-lives more efficient, transfer knowledge to newer team members and leverage our practices. Sometimes delegation works, and sometimes, well—it doesn't.
Practice

AAM Marketing Ideas: The Step-by-Step Marketing Plan

Today, deals are done, prospects are sought out and existing clients are nurtured, based on relationships. People do business with people—especially with people they like and trust.
Practice

Building a Pipeline for CPA Firm Success

Everyone talks about new ideas, but how do you get from vague thoughts to actual results? You need to turbo-charge your "do to" list and let yourself daydream to improve your firm. Establish a consistent method for capturing ideas.
Practice

Early Warning Signs You're Losing a Client

There are often competitors in the background telling your clients they can do better if they change accountants. You have to be on top of the relationships to keep them—here's how.
Education & Careers

Career Coaching Future Leaders to Their Greatest Potential

We can’t deny a great divide exists between the expectations and workplace needs of Baby Boomers and Millennials. To create thriving organizational performance, we need to shift the way in which we groom future leaders.
A&A

Many Finance Execs Like Way Economy Is Heading: Survey

For the first time since 2006, more than 50 percent of CFOs believe the economy will show signs of improvement over a six-month span rather than remain the same or worsen, according to a new study from Grant Thornton LLP.
Practice

How to Be One of the Gang

If you want to form a stronger relationship with office co-workers, or simply get to know them more quickly, you have many strategies. You can also up your friendship quotient in the office.
A&A

Finance Teams’ Roles Continue to Expand: AICPA Survey

The responsibilities of the CFO and other finance professionals have moved beyond corporate accounting and financial reporting, and now include strategic business planning, IT development, and cybersecurity, among other areas.
A&A

FASB Fills Hole in Stock Compensation Accounting Rules

The standard-setting board last week finalized new accounting guidance on stock compensation – specifically on how to account for share-based payments, which is absent from current US GAAP.
Practice

JDJ Resources Corp. Leaders Split from Rothstein Kass

The founders of JDJ Resources Corp. said on Wednesday they have left the Rothstein Kass Family Office Group to launch JDJ Family Office Services, which will provide administrative multifamily office and personal CFO services.
Practice

Two Large Ohio Cities Most Tax-Friendly for US Businesses: Study

According to a new KPMG report, the top five US cities with populations above 2 million that have the most favorable tax climate for businesses are Cincinnati, Cleveland, Atlanta, Baltimore, and Pittsburgh.
Education & Careers

Four Steps to Delegating Effectively

Hand off work to others with finesse and success. Kristen Rampe, CPA will share how to ensure delegated work is properly handled from start to finish in this content-rich one hour webinar.
Practice

How to Put the 'Fun' in 'High Functioning'

Yes, we all work hard, but we shouldn't forget how to have fun at work. It's not just about being generous to employees; fun teams are more productive. Becoming fun is serious business.

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