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Practice Management Tools and Tips Revealed

Views on practice management, particularly among small firms, vary nearly as much as the choices of software there are to help run all aspects of firm life.

Oct 22nd 2020
Managing Editor
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Whether it’s basic contact management, or all-encompassing workflow, WIP status and document management with some CRM thrown in, accounting firms of all sizes have found they need some form of practice management yet rarely know where to turn to stay on top of it all.

Earlier this summer, AccountingWEB engaged in a multi-month content effort, complete with an essential, downloadable guide simply titled The Realities of Practice Management authored by Randy Johnston, in order to address the myriad of issues accountants had about practice management.

We also conducted a survey of our audience, which are predominantly firms with under 10 staff, and found that most of you use a combination of tools such as cloud email and your accounting software of choice to manage your practices. In fact, only 36 percent were using actual practice management systems at all. 

Much of this is due to the fact that most small firms don’t entirely know what true practice management tools can do for them, or simply don’t believe they need what’s on the market and can instead manage with a variety of solutions. Even so, the majority of those of you we surveyed (82 percent) said you simply want to have standardized processes in your firms or at the very least, more visibility across the work. You also indicated that you’d like better client management and communication.

We are now ready to complete our practice management journey with a free webinar, eligible for 1 hour of CPE to answer any lingering questions you may have or, at the very least, to help you deconstruct exactly what you need to have a more efficient practice. During Deconstructing Practice Management Randy Johnston will address all of the above and more, and will be joined by representatives from our sponsors Xero and OfficeTools from AbacusNext to answer your questions about practice management process, philosophy and product. We look forward to seeing you on Thursday October 29, 2pm EDT.

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