July 2010 Best Practices Tips
Every month we select some of the best ideas for practice improvement from the accounting literature. Here are the selections for July 2010. For the archive, click here.
| BEST PRACTICE | LINK TO ARTICLE RESOURCE IN CPA LEADERSHIP REPORT | DATE OF ARTICLE |
| Management/People/Culture | ||
| Checklist for Retreats: Succession, Partner Accountability, Marketing Strategy, Profitability, Training, Technology Planning |
A Checklist for Running Your Retreat | July 2010 |
| Checklist for Managing Partners: Organization, Culture, Dissemination of Information, Work Assignments, Decision-Making, Practice Development |
A Checklist for Managing the Firm | July 2010 |
| Lower Partner Chargeable Hours: Correlates with growth, better retention, and thoroughly engaged managers. |
Should You Decrease Your Partners' Chargeable Hours? | July 2010 |
| Benchmarking Can Lead to Mediocrity: It encourages sameness. To be an outstanding firm you have to be different. |
Is Benchmarking a Bad Idea? | July 2010 |
| Marketing | ||
| Follow-Up: Spending marketing dollars without follow-up is a waste of money. |
Are Your Marketing Dollars Wasted? | July 2010 |