| BEST PRACTICE |
LINK TO ARTICLE RESOURCE IN CPA LEADERSHIP REPORT |
DATE OF ARTICLE |
| Management/People/Culture |
| Staff Mistakes: The bosses in the firm take the heat for their people. |
Do You Have Your Employees' Backs? |
January 2010 |
| Outsourcing: DO NOT outsource tax returns as an opportunity to do more returns at a lower price. |
Outsourcing for the Right Reasons |
January 2010 |
| Knowledge Management: Knowledge shouldn't just reside with individuals, but should be documented and easily accessible by all. |
Knowledge Management--Not Just for Big Firms |
January 2010 |
| Partners |
| Accountability: Partners should be formally evaluated on several aspects of their performance--including how they contribute to firm goals. |
How to Get Partners to be Accountable |
January 2010 |
| Clients and Client Services |
| Value Pricing: Some clients will pay more if asked. Focus on them, NOT on those looking for lower prices. |
Adverse Effects of Time-Based Pricing |
January 2010 |
| Marketing |
| Team Sport: Partners should view marketing as a team sport. And they should conduct penetrating analyses of needs, rather than emphasizing social events. |
Making Practice Development a Team Effort |
January 2010 |
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