Practice Management Case Study - TAX SEASON DEFANGED - Tax season, the most visible part of an accountant's work, makes arduous demands on a CPA. This article discusses how one firm manages the flow of work -- During busy season and throughout the year -- To maximize efficiency. For tax practitioners, managing partners and CPAs in tax departments of all sizes.
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Journal of accountancy : publication of the American Institute of Certified Public Accountants. - Jersey City, NJ : Inst., ISSN 0021-8448, ZDB-ID 2193590. - Vol. 199.2005, 1, p. 39-45
ARTICLES - Practice Management - NINE WAYS TO MAKE YOUR FIRM MORE EXCITING - The effort to create a lively office culture rewards modest expenditure with a big payoff. It fosters a pleasant, energetic workplace and makes clients look forward to your visits. This article shares some methods that apply to any type of business -- Yours or your clients.
Mendlowitz, Edward, (2001)
PRACTICE DEVELOPMENT-PFP - Sell Financial Products Well - Looking for new sources of revenue? Before developing a niche to offer clients investment advisory services and products, take steps to manage your risk.
Sardis, Anthony, (2007)
PRACTICE MANAGEMENT - Mining Tax Clients for New Business Opportunities - For many firms, the largest volume of clients is for tax return services. Using the tax return interview to gather information is one of the most effective ways to provide benefits to your clients while increasing your revenues.
Mendlowitz, Edward, (2011)
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