The Foundation of a Good Workflow System
The foundation of a good workflow system is making sure the resources needed by your staff to perform their work are in a secure but central location. In an accounting practice, part of your resource planning must be to have a plan in place to deal with the flow of source documents – how to intake, store and access them. At the outset of an engagement, it’s crucial to be clear with the client what their responsibility is in getting ...
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A Chair's Busy Season Message
Fort WorthBy now, you should have seen the microsite for this year’s National Practice Management Conference, in Fort Worth, Texas on June 20-23rd. Click here to view the information. The program has general sessions on Firm Culture, Leadership (presented by our own Bill Reeb) and one in which you will learn 75 Innovative Ideas in 75 minutes (bring yours to the Conference as this session is interactive). There are breakout sessions by ...
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Join us Deep in the Heart of Texas
Join us at the 2017 CPA Firm Management Association’s National Practice Management Conference, June 20-23 in Fort Worth, Texas. The 2017 conference will help you define a clear path for the future by providing you the latest learning, tools and technological information to keep you on the cutting edge. Gain knowledge on the most current business management and practice management topics. Explore the emerging technologies, and how the ...
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PCPS 2017 Busy Season Fun Calendar
The PCPS 2017 Busy Season Fun Calendar provides ideas for showing staff that their efforts are appreciated throughout busy season. Add your firm/company logo to this Busy-Season-Calendar, post it in your office and start having fun! This PCPS 2017 Busy Season Fun Calendar is an example of the turnkey tools and solutions PCPS delivers. PCPS is an add-on firm membership section within the AICPA and is a partner of CPA Firm Management ...
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A Chair's Holiday Message
Holidays Having recently celebrated Thanksgiving; we all have so much to be thankful for, including our families, our jobs (don’t forget to let your Managing Partner know how thankful you are), our good health (hopefully) and I would be remiss, if I didn’t thank our Board of Directors for all they do for our Association and Kim Fantaci, and her staff, for the day-to-day operations. And as we work our way ...
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