Practice structure

When you don’t have real-time reporting on firm management metrics, utilization can be tricky to gauge.

You are in the middle of a war trying to get returns done, staff assigned, clients satisfied and cooperative.

Small and midsized CPA firms often ask about best practices when it comes to funding their operations.

Ten key attributes separate them from the pack.

You did it. You went out on your own, started your own accounting practice, and now you’re on to the next step: growth.

The best exit plan is to make your firm more attractive to prospective buyers.

In the current environment, the ability of any accounting firm to continue and lead in the market lies in the ability to be creative and innovative.

For every merger that is consummated, at least two die at the altar.

A benefit of writing these columns is the emails and calls I get from colleagues who share what they are doing.

There are several things I find curious about small and midsized CPA firms.