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  

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 Benchmarking

• 2012 PCPS/TSCPA National MAP Survey -- Illinois Results
• 2012 PCPS/TSCPA National MAP Survey – National Commentary
• 2010 National MAP Survey: Illinois Results Section I Introduction and Graphs. AICPA/TSCPA, c2010 
• 2010 National MAP Survey: Illinois Results Section II Customized Tables. AICPA/TSCPA, c2010 
• Survey Shows Key Financial & Operational Benchmarks. Institute of Management and Administration, c2009
• Good Management Practices Do Pay for CPA Firms. Institute of Management and Administration, c2008

Fees, Billing and Collection

• Pricing, billing and collecting fees. Journal of Accountancy, c2012 

• Dealing With Clients in Financial Distress. Tips to help manage collecting receivables. CPA2Biz, c2010

• Pricing on Purpose: How to Implement Value Pricing in your Firm. Journal of Accountancy, c2009

Clients

• Are you at risk of losing clients? AccountingWEB, c2013
• What To Do with Clients Who'd Rather Do It Themselves. CPA Trendlines, c2012
• How to Fire a Client. Build Your Firm, c2011 
• Don't Fall in Love With the Wrong Prospect. AccountingWEB, c2010 
• Retain Clients and Help them Recover. Journal of Accountancy, c2010
• Client Red Flags? Ask These 4 Questions. BNet, c2009
• Is Your Client Service Philosophy Clear to Your Staff? Succession Institute, LLC, c2009

Engagement Letters  

• Engagement Letter Update: What Should be in Your Letter. CPA Insider, c2011
• Using the Client Engagement Letter to Avoid CPA Malpractice Claims. AICPA, c2009 

 

 Document Retention & Management

 

        GOING PAPERLESS

• Best Practices for a Paperless Office. Accounting Today, c2011
• The essentials of document management for CPA firms. AccountingWEB, c2011
• Toward a (More) Paperless Tax Practice. Journal of Accountancy, c2010
• The risks and rewards of going paperless. AccountingWEB, c2010
• Is a Paperless Office Right for You? AccountingWEB, c2009
• The Paperless CPA...or Close to it. AccountingWEB, c2009

         RECORDS RETENTION

• When parties come knocking for client records Journal of Accountancy, c2013
• How long are we keeping it? Accounting Today, c2011.
• Leaving a paper trail: does your company have a document retention program in place? INSIGHT Magazine,c 2006  
• Final Rule: Retention of Records Relevant to Audits and Reviews. SEC, c2003

Technology

• E-discovery in the cloud? Not so easy. Computer World, c2012

• Fractional Ownership: Finding Your Silver Lining in the Cloud. Build Your Firm, c2012 

• The Cloud - Hype or a Strategic Advantage. Boomer Consulting, c2010
• Portable Device Security — Protect Your Client's Secrets. AICPA, c2010
• How are CPA Firms Using SaaS? Association of Accounting Administration, c2010
• Client portals: A secure alternative to e-mail. Journal of Accountancy, c2010 
• Windows 7: Is It Right for Your Firm? Journal of Accountancy, c2009
• Review and Update Workflow Practices. CPA Technology Advisor, c2009 
• Keeping Your Site Out of Hackers' Clutches. Wall Street Journal, c2009 
• Proper Care of Confidential Client Information. InfoTech Partners North America, Inc., c2009