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- CPA Firm Success Metrics: Understanding Practice Economics
CPA Firm Success Metrics: Understanding Practice Economics...more
- Do Work/Life Balance Programs Make a Difference?
Work/life balance is more important than compensation in employee satisfaction......more
- Making Cold Calls on the Telephone
Patrick McEvoy presents an article by Rain Today with some excellent advice on making cold calls....more
- Detection, Prevention and Investigation of Fraud
Detection, Prevention and Investigation of Fraud...more
- June 2017 Calendar
Webinar Calendar...more
- WEBINAR: MAY 26, 2020 How to Serve Clients' Technology Needs in the Next 5 to 7 Years
Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more
- Unique Strengths of Small Firms
Small firms inherently possess strengths not found in larger firms....more
- What is the Next Step in the Sales Process?
Selling is not a one-time event, but rather a series of steps....more
- WEBINAR: SEPTEMBER 7, 2023Value Pricing for Firm Owners: Increase Your Revenues and Reduce Your Workload
Join the session with Loren Fogelman to map out the next steps to increase your fees and maximize your profits. CPE webinar for CPAs....more
- It’s Not the Shortage of Staff, It’s the Deficiency in the Work Environment
A survey asked accountants to tell how they feel about their jobs....more
- How to Prepare a Personal Marketing Plan
Firm members can each contribute to different elements of the firm’s overall marketing plan....more
- December 2016 Calendar
Webinar Calendar...more
- WEBINAR: MAY 21, 2020 Admitting New Partners
Merger Readiness-Best Practices in Firm and Partner Preparedness...more
- Nonfinancial Performance Metrics for CPA Firms
They point out that great companies have great people, and that prospective staff members look for many characteristics in the firms they join, most of which are not described by financial metrics....more
- How to Make a Merger Successful
Some experience-based advice on making mergers successful....more
- The Core Competencies of an Effective Partner
The Core Competencies of an Effective Partner...more
- The Right Time for CRM?
Source: Managing Partner Magazine The struggling economy has most firms scrambling to cut costs, so investing in IT probably isn't a high priority. But Andrew Powell, IT director for a UK law firm,...more
- CPA Firm Consolidation--How it Affects Firms Whether or Not They Participate
CPA Firm Consolidation--How it Affects Firms Whether or Not They Participate...more
- Strategies Fail Because of Poor Execution
People are too obsessed with big ideas, and focus too little on the details....more
- Dealing with Nonperforming Partners
Dealing with Nonperforming Partners...more
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