Firm & Practice Management

Tax Season Checklists — Part One
 

Tax Season Checklists — Part One

Posted: December 11, 2018
Planning for the upcoming tax season is an important step in managing the professional liability risk associated with providing tax services. This set of pre-tax-season checklists provide many suggestions firms should consider in planning for this work.

Tax Season Checklists — Part Two
 

Tax Season Checklists — Part Two

Posted: December 3, 2018
Tax season is busy, so preparing for it now will reduce the stress experienced January through April and help reduce exposure to professional liability risk. Pre-tax-season training of personnel and proactive review of administrative procedures will improve efficiency through April 15 and beyond.


Engagement Letter Best Practices
 

Engagement Letter Best Practices

Posted: November 20, 2018
Engagement letters strengthen that trust by bringing together communication, personalization, and expectations in a streamlined document for both parties to reference. Find out the best way to communicate.

How Small Firms Can Grow in a Challenging Marketplace
 

How Small Firms Can Grow in a Challenging Marketplace

Posted: November 14, 2018
Dynamic market forces are changing the way small firms are competing now and how they will compete in the future. It’s critical for small firms to properly position themselves in the marketplace to retain their clients and compete effectively.

How Small Firms Can Establish a Strong Online Presence
 

How Small Firms Can Establish a Strong Online Presence

Posted: November 7, 2018
It is imperative that small firms develop a brand and an online presence to position themselves competitively in the marketplace. Establishing a brand and consistently promoting your online presence makes your firm look larger.