A sign of economic recovery and increased competition. Bringing in new business and finding top-notch staffers to handle anticipated growth are emerging as the new, most pressing challenges for CPA firms today. With a rebounding economy, the AICPA says in … Continued
Start with a clean spreadsheet. By Sandi Smith, CPA Accountant’s Accelerator There are dozens (and maybe hundreds) of ways your practice can leak money. Here are three ideas that are fairly simple to implement and may be some great goals … Continued
The new practice management discipline, by August Aquila
by Marc RosenbergAuthor of What Really Makes CPA Firms Profitable?
by Bruce W. Marcus Professional Services Marketing 3.0 While some firms have explored the idea of client service groups, and leading thinkers like Patrick McKenna have been training firms in the concept for several years, few firms have developed the … Continued
Lessons from the best-managed firms. By Marc Rosenberg Author of “CPA Firm Management and Governance: The Managing Partner’s Guide to Running a CPA Firm Like a Business.” Baby boomer partners are rapidly approaching retirement age, resulting in a dramatic increase … Continued
Options to grow your profits besides raising revenue and lowering costs. By Sandi Smith, CPA Accountant’s Accelerator Many accountants these days are anxious to hit the golden $100,000 mark this year. Others are interested in growing their revenues steadily and … Continued
Help them to do what you want. by Ed Mendlowitz Adapted from The 2013 Tax Season Opportunity Guide Providing instructions of what a client needs to do must be clear enough so that the client doesn’t call you to find … Continued
Including a sample engagement letter. Question: Some of my clients are getting older and are becoming unable to handle their own financial affairs and I have been asked if I could assist them. What is involved and how do I … Continued
How many has your firm implemented?
15 strategies for a first-time supervisor’s success. Here at CPA Trendlines, Ed Mendlowitz answers some of the toughest questions practitioners can throw at him. He’s the right one to ask. After more than 40 years in the business – … Continued
How to change your thinking to prevail over the toughest of circumstances Perseverance is a skill that anyone can learn to not only survive, but thrive through life’s curves. When adversity strikes, it’s not what happens to you but how … Continued
Empowering staff to make mistakes, safely…