Practice Management | AccountingWEB

Practice Management

Education & Careers

Seven Steps to Great Relationships with Intergenerational Clients

Given the significant danger of losing clients or not attracting new ones because of intergenerational issues, Phyllis Weiss Haserot offers seven ways to achieve rapport with clients of different generations.
Practice

HR Corner Q&A: Can I Force a Sick Employee to Go Home?

Question: Can you force an employee to go home who is coughing, sneezing, hacking and has a runny nose? The employee is out of sick leave but has vacation leave available to use. The employee is exempt.
Practice

How to Nurture Young Talent in Your Firm

There once was a time when young CPAs got in line at a firm and “waited their turn” to become partner. Today, a number of factors are challenging this apprenticeship model. According to the AICPA’s 2012 PCPS Succession Survey, less than half of multi-owner practices have succession plans in place, and 42 percent point to a lack of confidence in the leadership ability of junior partners as the single largest succession issue.
Practice

The Inverted Pyramid - Does This Look Like Your Firm?

There's no question that the most profitable firms (defined as high-per-partner income) in our profession have figured out that leverage and a well-managed pyramid are key ingredients. Why is it then that so many firms are struggling with just the opposite?
Education & Careers

When Unwanted Events Happen to Good Accountants

If managing a professional practice was easy, anyone could do it. Today, in particular, we are all continually besieged by too many things competing for our time and attention.
Technology

F&A BPO Services Likely to Increase for Companies in 2013

The "State of the Outsourcing Industry 2013" survey, which was released on July 8, found that client expectations of outsourcing are evolving to be more value-focused, with IT and F&A BPO dominating future outsourcing plans.
Practice

Top Priorities for CPA Firms: Retaining and Training Staff

Staffing is among the top management issues facing CPA firms, according to a recent survey by Sageworks. That's not surprising, considering many firms are experiencing a staffing crisis as they lose significant percentages of top staff.
Education & Careers

CCH Connections: User Conference 2013 Registration Now Open

Connect with industry leaders and get a first-hand look at the latest innovations for tax and accounting professionals at the CCH: Connections: User Conference 2013.
Education & Careers

Surge Continues in Learning and Development Spending

In a recent study, Bersin by Deloitte found that overall spending on training rose 12 percent on average in 2012 – a sign that amidst greater financial stability, organizations are focused on reskilling their workforces.
Practice

Partner Succession - It's All about Client Transition, Retention

CPA firms are wrestling their way through partner retirements and the accompanying succession issues in numbers that the profession has never seen before. It's the baby boomer bubble, up close and personal.
Education & Careers

Committed to the Climb: Plante Moran Launches Women in Leadership Initiative

In April, Plante Moran, a company long known for its groundbreaking approach to attracting and developing top female talent, announced the launch of its new Women in Leadership initiative to ensure aspiring female leaders don't have to travel the path to leadership alone.
Technology

Winners of 2013 Innovation Awards Announced

The winners and finalists for the tenth annual Tax & Accounting Technology Innovation Awards are all Cloud-based solutions, highlighting the movement of accounting and tax experts toward mobile technologies. The awards were presented June 3 by CPA Practice Advisor.
Technology

Firms Must Also Look Internally to Keep Their IT Systems Secure

While you might think your IT systems are safe and secure, think again. One of the greatest security threats comes from a firm's own staff. Learn five ways your staff can wreck your IT systems and cost your business in lost productivity.
Education & Careers

BDO and Ernst & Young Named Top Workplaces for Recent Grads

BDO USA LLP and Ernst & Young LLP were among twenty-five companies that were included in the Best Places to Work for Recent Grads 2013 report from ConnectEDU Inc., a technology company committed to transitioning learners from school to college to career.
Practice

Three Indicators of Creditworthiness for Your Business Clients

Are your business clients applying for a loan? Sageworks Research Specialist Mary Ellen Biery outlines three indicators of creditworthiness and how your clients can improve them.
Technology

Are Mobile Devices Causing a Digital Divide in the Workplace?

Each day when Bill Walter hops on the elevator in the building that houses his CPA firm, a majority of the people riding with him have their smartphones in hand – checking e-mails or surfing the Internet – before arriving at their particular floors.
Practice

Maintaining Wage and Hour Compliance in 2013

Over the past six years or so, wage and hour lawsuits have become, if not commonplace, extremely prevalent. This trend, fueled by a large number of workers displaced following the financial crisis and stoked by successful settlements and court rulings over the past several years, is unlikely to end anytime soon.
Practice

Twelve Voice Mail Greetings That Will Make You Laugh

Jeff Davidson, "The Work-Life Balance Expert," had some extra time on his hands this week and had probably heard one too many voice mail greetings. Here's his solution to run-of-the-mill recorded greetings.
Practice

Tips for Running a Productive Meeting with Small Business Clients

Handling a client meeting with professional efficiency does not mean ticking through agenda items with military precision. The meeting needs to be handled with efficiency and finesse. Preplanning ensures the meeting will be productive and efficiently managed.
Education & Careers

Cross-Generational Conversation with the Elephants in the Room

While there's comfort in talking with like-minded individuals and supporters, greater progress is made when being inclusive and inviting to prominent seats at the table those who are unaware of issues or who might have biases.

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