The Realities of Practice Management

In association with

This whitepaper provides a framework for small firm owners and managers to understand what their priorities are.

Never before have accounting firms been more reliant on technology to manage their firms. Whether the goal is to measure staff productivity, control workflow, improve client communication, or simply enjoy a holistic overview of performance, there is an ever-growing field of options.

The best fit for your firm will be determined by your priorities and the growth and management strategies you adopt. Moreover, understanding how those strategies should direct your technology choices is far from straightforward.

The Realities of Practice Management provides a framework for small firm owners and managers to understand what their priorities are. It also highlights the products that are the best fit to support those needs.

Created in association with K2 Consulting, it represents the most ambitious project of its kind, and is an essential read during a time when many firms are re-evaluating their practice management strategy. 

Fill out the form on this page for an instant download.  You'll also receive a convenient link back to the document by email so you can download the file to your other devices.

The guide includes

  • The key functions of a practice management solution
  • How to prioritize which functions are most important to you and your firm
  • Which currently available solutions best fit your practice based on that understanding
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