Firm Management

Featured Articles

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March 7, 2012 

A Look Inside the 2nd Annual Thought Leader Symposium

In mid-February, the second annual Thought Leader Symposium launched in Dallas at the Omni Mandalay with a focus on core issues affecting the profession. This group is comprised of seasoned professionals that live and breathe practice management, technology, and best practices everyday…so there’s definitely something to learn here.

Darren Root, CPA, CITP, CGMA

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March 3, 2012 

Managing Partner 101 — Just What Exactly is the Job?

  By Gary Adamson, CPA Most of us are thrust into the Managing Partner role in our firms with little or no training or coaching. Who teaches you to be an effective MP? How do you know if you’re performing well? Your partners won’t tell you. If you’re new to the job, do you just...…

Gary Adamson

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February 13, 2012 

Life-Work Balance — Myth or Reality?

There’s one question that continues to linger in the profession: does life-work balance really exist? Or is it a myth? As I look back over my thirty-year career, I recall enjoying periods of life-work balance, while other times seemed like utter chaos. Like the popular 70’s song says, “To everything, turn, turn, turn, there is...…

Darren Root, CPA, CITP, CGMA

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November 22, 2011 

Building a Practice for the Future

Tax and accounting professionals who start their own firms from scratch face benefits and significant challenges. On the pro side, they have the opportunity to build the firm as they wish, from internal practices to staffing and management styles. Of course, there can be significant startup costs, and the firm starts with a client roster…

Isaac M. O'Bannon

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November 18, 2011 

Chunkification, Zero Entry and Lego Mastery

While we all cherish the most trusted advisor status that accountants have earned, this status must be continually re-earned with clients. Ask yourself whether your clients want you to serve them or lead them to better success. I believe your clients desperately want you to lead them — and if you don’t, they may turn...…

Doug Sleeter

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November 4, 2011 

Her Head in the Cloud

How a Tech-Savvy Accountant Waited for Technology to Catch Up to Her Vision. Some of the greatest ideas are imagined years before they can be accomplished. In 2002, a young professional accountant had the idea of providing virtual accounting services to clients.

Isaac M. O'Bannon

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