Category: Practice Management

Client Selection in a CPA Firm is Destiny
“Your firm is only as good as your best clients.” ~ A wise past client (but we cannot recall who) Who are your clients? Periodically, it’s good to assess...

Transitioning to the Cloud with Tate Henshaw (podcast)
If you are thinking about modernizing your firm, you don’t want to miss this podcast. Brannon recently sat down with Tate Henshaw to discuss the ins and outs of transitioning...

Value Based Hiring in a CPA Firm
“Until I came to IBM, I probably would have told you that culture was just one among several important elements in any organization’s makeup and success — along with vision,...

Why CPAs should switch to Value-Pricing with Ron Baker (podcast)
Many of you we presume are already familiar with Ron Baker because he truly is a trailblazer in the accounting industry. If this is your first time hearing Ron speak,...

Work Life Balance with Amy Vetter (podcast)
Brannon recently had an enlightening conversation with Amy Vetter. Listen in on their conversation about work life balance, which helps create a more productive work-force and a more productive you....

Top three issues facing accounting firms today (podcast)
Check out our latest podcast episode with Rita Keller! Rita is a nationally known CPA firm management consultant, speaker and author. She has been repeatedly named to Accounting Today’s...

8 Basics for Recruitment and Retention – an employee’s perspective
Hiring and keeping employees seems to be a hot topic in the minds of not only accountants, but all business owners these days. I have worked in several different fields...

Plan More and Work Less in your CPA Practice
According to Sage, “83% of accountants say clients demand more from them today than five years ago.” Without proper planning, this increased demand can add to additional stress, which will...
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