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Practice Management Resources


We've got everything you need to run a small accounting practice — and useful information for firms of any size. Check below for members-only resources and education on succession planning, health care, sexual harassment and other human resources issues.

Practice Management Resources

How to Revive Your Marketing Efforts After Tax Season

If you’re like most small firms your marketing activities were placed on the back burner while you studied the Tax Cuts and Jobs Act and translated the new law for your clients this tax season. Take a breath — or a well-deserved vacation — and then dust off your marketing plan to update your goals

NASBA, AICPA Propose Revisions to CPE Standards

The National Association of State Boards of Accountancy (NASBA) and the American Institute of CPAs (AICPA) proposed for public comment revisions to the Statement on Standards for Continuing Professional Education Programs, including adding adaptive learning for self-study programs. The standards

Going All In on Change

As we reflect back on the end of another busy season of the accounting industry, we are left as always to reflect back on one simple question. Why is busy season always so hard? No matter what happens... software issues, tax law changes, late information, uncooperative clients, unreasonable

The Perfect Storm Is Coming for Our Profession

By Bill Reeb, CPA, CITP, CGMA Co-Founder and CEO, Succession Institute What a title...“The Perfect Storm is Coming for Our Profession!” This may sound overly dramatic. It also may sound very ominous. But it also may come across as somewhat hokey as well. However, I do believe the perfect storm is

How to Implement a Mindfulness Program in Your Practice

Mindfulness is a term that can be overused, and often is not given enough weight as a necessary practice in our work lives. The tipping point for the mindfulness movement probably came in 2016, when TIME Magazine published a special edition devoted solely to the topic. It’s become a nationwide

When Algorithms Make Managers Worse

One of the newest dilemmas for leaders in an age of AI is when and how to use algorithms to manage people and teams. AI, algorithms, and automation might allow you to manage more people at scale, but that doesn’t mean they will make you a better leader. In fact, quite the opposite may be true:

4 Strategies for Overcoming Change Fatigue

Eye rolls, short tempers, disengagement during group discussions and team meetings, and an increase in complaints. When your firm is working hard to transform and remain relevant in an ever-evolving profession, these signs of change fatigue can cause your initiatives to suffer. With all of the

Few Companies Have an Adequate CFO Succession Plan

Let’s just say this is not the pinnacle of risk management: According to a new study, 80 percent of CFOs said there was no ready-now successor for their role at their companies. And only 38 percent of finance chiefs said there was any comprehensive succession plan for replacing them, should the need

Prepare Now for Next-Generation Cyber Threats

Public scrutiny of business leaders is at an all-time high, in part due to massive hacks and data breaches. It’s become progressively clear that hacked organizations will be blamed and held responsible for such events. Historically, the CFO hasn’t always been viewed as an integral member of the

EY Survey: Corporate Tax Pros Turn to AI, Bots to Comply With TCJA

Nearly three-quarters (74 percent) of corporate tax professionals are dedicating extra time and technology resources, including artificial intelligence and bots, to help their companies comply with the Tax Cuts and Jobs Act, according to a new survey by Ernst & Young. Nearly two thirds of the