Nontraditional Services Which One Is Right for Your Firm
Offering nontraditional services, such as wealth management, financial planning and insurance, litigation support and business valuation, can bring about the business growth you’ve been seeking. Learn how a medium firm expanded into niche offerings based on client needs
Published on June 26, 2013
Veteran Fast Launch Initiative Directory
The Veteran Fast Launch Initiative Directory connects veterans with local certified public accountant volunteers. A resource tool exclusively for veterans seeking to start or grow a business
Published on May 21, 2013
Making Your Clients, Referral Sources and Staff Feel Special
Learn how a small firm makes clients feel special by creating a welcoming atmosphere and by being readily available. The article also describes this firm’s use of targeted marketing messaging to grow the firm.
Published on November 26, 2013
Something New to Talk About
The medium firm article, written by F. Carter Heim, CPA, CFF, CGMA, in the December issue of The Practicing CPA e-newsletter discusses agreed upon procedures engagements. This article explains why agreed upon procedures engagements are helpful to protect clients against the risk of fraud. The article also provides practical tips
Published on December 23, 2013
What is the Value of Your Firm
Chapter 9, What is the Value of Your Firm, includes a PDF chapter, along with a video and tools. The chapter page includes articles providing a deeper dive into paying for partner retirements, two stage deals and how billing rates and profitability affect a firm’s worth.
Published on March 06, 2013
Key Elements to a Partnership Agreement
Chapter 11, Key Elements to a Partnership Agreement, includes a PDF chapter and related tools. The chapter page includes a Practice Continuation Agreement template that can be used as a starting point for firms creating their own agreements.
Published on January 10, 2013
A New Financial Reporting Option for Private Companies
...and Views discusses a new financial reporting option for private companies and presents views on how this new financial reporting framework may be a great new option for small business clients
Published on September 12, 2013
Gaining a Competitive Advantage with FRF for SMEs
In this article, AICPA VP of Small Firm Interests, Jim Metzler, describes how the AICPA’s recently-unveiled Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs) provides small firms with a tremendous competitive advantage. Jim also outlines steps small firms can take to educate clients about the new Framework
Published on July 08, 2013
How to Succeed at Succession
The September issue of the PCPS News & Views e-newsletter discusses the importance of succession planning. CPAs Jason Deshayes and Bob Goldfarb provide related views on how they implemented succession planning in their firms through training emerging leaders and merging into a larger practice.
Published on September 17, 2013