Ten Things Every Firm Needs to Make Clear Firmwide

The main categories of information for internal communications and management. By Bruce W. Marcus Professional Services Marketing 3.0 While the substance of information varies from firm to firm, there are 10 categories that cannot go unconsidered:

Collecting Past Due Fees

Ed Mendlowitz, CPA, ABV, PFS Author of “Implementing Fee Increases” Question: Client didn’t pay his bills to me, doesn’t return my phone calls, and his secretary keeps sending me the tax notices he gets with notes of “when are you … Continued

Why Good Accounting Firms Make Bad Decisions

The dysfunctional partner team and three ways to get them back on track. You’ve tried management by committee. And by now, you know it doesn’t work. In a new analysis of CPA firm management practices, Marc Rosenberg finds, “Management by … Continued