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:
what happens when today’s practice management principles become obsolete?
by rick telberg
from “the sevenkeys to successful cpa firm management“
in today’s competitive and rapidly changing business environment, change management may be the single most important skill for every cpa. read more →
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 in new managing partners at firms.
in fact, 卡塔尔世界杯常规比赛时间 estimates that up to 25% of multi-owner firms are operating under managing partners who are relatively new to the job, with tenures under three years. and over the next five years, one-third of multi-owner firms will undergo a change in ownership and/or control. read more →
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 incrementally. still others are focused on lowering costs, raising profits from that side of the equation.
more for soloists and small firms: seven checklist secrets for turning tax season into opportunity season • how to stay energized, upbeat, and thinking bigger through busy season • seven ways to wow your prospect • rev up your revenue with these two daily rituals • 10 tips for creating more energy this tax season • take a cue from venture capitalists: your firm needs a brain trust trinity • five ideas to reduce client price-sensitivity • rise to the top with a fresh elevator speech
all of these approaches are well and good to help you keep more of what you make, but there are far more options to grow your take-home dollars besides raising revenue and lowering costs.
here are six more ways to get more profit out of your practice: read more →
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 charge for it?
ed mendlowitz, vpa, pfs, abv, responds: many large firms provide “family office” services. this is a complete one stop financial service that helps clients manage their money, pay their bills, collect their dividends and interest, and make sure insurance isn’t cancelled, mortgage, car lease or condo fee payments aren’t skipped, and tax payments paid on time.
more from ed: seven ways to increase fees in 2013 | 10 best practices for tax season | nine healthy things to do during tax season | 12 reasons to love tax season | free instant download: sample fee schedule for 1040s | ask the geek: a couple great gadgets for saving money on all your other gadgets | three and a half ways to get your own cpa practice | also: “implementing fee increases” and “the tax season opportunity guide.”
following is a sample engagement letter that i use with clients needing such services. also, this letter provides a detailed description of what the service involves. read more →