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Administration & Operation

Administration and operational issues in your firm range from your fee structure to keeping up with technology. Follow the links below for resources on specific administration and operational issues.   

 
  •  Benchmarking
  •  Fees, Billing & Collection
  •  Clients
  •  Engagement Letters
  •  Document Retention & Management
               Going Paperless
               Records Retention
  •  Technology
  •     


      Benchmarking

    Fees, Billing and Collection

    Clients

    Engagement Letters  

     

     Document Retention & Management

     

            GOING PAPERLESS

             RECORDS RETENTION

    Technology            

     

    • The Quantum of Paperless: The Partners Guide to Accounting Firm Optimization by Roman H. Kepczyk, CPA.CITP, CGMA. Buy Now       

            CLIENT PORTALS

            CLOUD

            SECURITY

            SOFTWARE



     

     

     

     

     

             
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