Financial and admin operations

Setting expectations

This infographic shows the benefits of using engagement letters, liability risks of not using them, and sources firms can consult in drafting them.

What you need to know before you sell your firm

As the founder of brokerage firm Poe Group Advisors, Brannon Poe, CPA, has helped hundreds of CPAs sell their firms. He shares insights he has learned over the course of his career, as well as best practices for selling your firm.

Controlling your data

CPA firms can be a treasure-trove of information for cybercriminals. Here are tips on how to protect your firm.

Making workflows work

These best practices can lead to better productivity and improved client satisfaction and retention.

Improve your business by working less

Owners’ hours directly impact the value of a practice: If all other things are equal, buyers prefer to buy an accounting practice with fewer owner hours.

SPONSORED REPORT

This report details how to establish and maintain employee trust, why expenses can cause unnecessary disengagement, and how to communicate clear, concise T&E guidelines.

QUIZ

Catch these sneaky sound-alike words in your writing

Even professionals who write every day can use the wrong sound-alike word. Refresh your knowledge of common homophones by choosing the right word for these seven sentences.