Practice Management

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August 19, 2025 

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Featured Articles

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August 15, 2011 

A Challenge to the 2011 40 under 40 Honorees: Create a Vision

Congratulations to the 2011 “40 under 40” tax and accounting profession leaders! I envy young professionals today because we are keenly aware of the importance of networking and programs that help to polish leadership skills. The Kansas Society of CPAs has its “20 up to 40,” one of many successful leadership development programs sponsored by…

Mary MacBain

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August 9, 2011 

6 Tips for a Paperless Office

Many people who use computers—whether it’s for their home or business — are moving toward a “paperless” office. Simply, they are tired and overwhelmed by scraps of paper, clunky old file folders, envelopes — and they want to reduce the clutter. Don’t believe me? Take a look at how many messages are stored in your...…

Joseph Antony

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August 5, 2011 

Marketing Takes Center Stage

For too long, marketing has lurked in the shadows, ignored and rejected. The traditional thought is that marketing is a non-billable activity, and therefore a non-necessity. In reality, marketing drives sales. Well-planned and consistent promotion of services not only keeps a sales funnel full, it helps firms build a strong brand and stay in front…

Kristy Short, Ed.D.

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August 4, 2011 

The Blue Collar CPA

A Productivity in Practice Feature. A small business is most productive when its owners are doing what they love. Whether a mechanic, baker, landscaper, restaurateur, childcare provider or a merchant, small business owners usually like what they do.

Isaac M. O'Bannon

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August 2, 2011 

Thomson Reuters – Accounting CS

800-968-8900 www.CS.ThomsonReuters.com   2011 Overall Rating 5   Best Fit: Firms looking for a central write-up and trial balance system as part of a suite of integrated tax and practice management systems for managing workflow across all engagements. Strengths:  Excellent integration Comprehensive reporting & financials Broad payroll compliance with state & some local support Client-side...…

Isaac M. O'Bannon

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August 2, 2011 

Comfortable No More: 3 Things You Must Do Now

I can’t help but preach the message that change is coming in our profession. That is my end goal in every professional thing I do. This type of confabulation may offend you or it may encourage you. But my goal is to take away your comfort as you lead your professional practice into the future.

Jason Blumer

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August 2, 2011 

Organizing your Knowledge Capital to better serve your clients

Join Darren Root, John Springfield of CCH, a Wolters Kluwer business, and Mike Johnson of O’Sullivan Creel, LLP, as they explore the concept of Knowledge Capital and the benefits it can have on your client service. >> Register now   Register now 

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August 2, 2011 

How Commitment & Change Go Hand in Hand

A lot has been written about the need for accountants to rethink how they run their practices. In the July issue of CPA Practice Advisor, Executive Editor Darren Root wrote, “It’s time to challenge yourself and really think about providing and delivering services that clients want.” I would argue that the same holds true for...…

Jim Baker

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August 2, 2011 

Switching Software for Better Client Service

A standard consulting practice rule is that switching software is expensive. Disruptions to procedures occur, retraining is required, and without careful analysis you may force your organization into a product that has less capability or is more difficult to use. We expect clients to switch software as frequently as they switch physicians or religions. The...…

Randy Johnston

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August 1, 2011 

5 Outlook Email Tips to Improve Productivity

If you are like most accountants, email has become one of the primary tools utilized to communicate with clients, internal firm personnel and external resources on business matters. While there are a variety of email systems available, most of the major accounting application vendors have integrated their products with Microsoft Office, which includes Outlook as…

Roman Kepczyk

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August 1, 2011 

Is the Virtual Practice Model Right for Your Firm?

When we first started writing about web-based programs about 10 years ago, the focus frequently centered on how the concept could benefit modern practices. Key among the benefits was anywhere/anytime access to client and firm data and the enhanced security of data stored in online systems.

Isaac M. O'Bannon