September 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 September 2010. For the archive, click here.
| BEST PRACTICE | LINK TO ARTICLE RESOURCE IN CPA LEADERSHIP REPORT | DATE OF ARTICLE |
| Management/People/Culture | ||
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When to Fire Clients:
|
Is It Ever the Right Time to Let Clients Go? | September 2010 |
| Succession Planning | ||
| Early Retirement: Partner/shareholder agreements that provide for early retirement benefits should condition those benefits on the partner giving at least two years' notice. |
Recession Affects CPA Retirement | September 2010 |
| Client Services | ||
| Client Conversations: Lower your threshold for a client meeting. Talk often to clients, and learn how to hold an engaging conversation. |
Independent CPAs--Tips for Success | September 2010 |
| Marketing | ||
| Becoming an Expert: Narrow the scope of your expertise. Focusing on your expertise allows you to command higher rates. |
10 Habits of Highly Effective Rainmakers | September 2010 |
| Do Not Sell: Clients don't care how wonderful you are. They only care about whether you can make them look like a hero. |
10 Habits of Highly Effective Rainmakers | September 2010 |