by ira rosenbloom
cpa firms commonly earn the bulk of their revenue from calendar year-end and personal tax work performed during busy season. during this period, the heavy focus on production for tax season takes too many practices away from strong practice management discipline for considerable blocks of time during the winter crunch and the september 15 and october 15 deadlines. practice management best practices are a 365-day-a-year discipline, and those who work it every day see the difference.
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keeping your business healthy will go a long way toward improving happiness for your team. maintaining these five best practices will also enhance your firm’s succession options, and give you more leverage in m&a.