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Practice Management


Maximizing your technology while minimizing your expenses [MNCPA]
Challenging business climates demand that we keep a sharp eye on expenses without sacrificing the quality of our services or the goods we produce.

What’s in a name? Turns out, a lot [MNCPA]
The BOA has spelled out rules regarding how a firm can be named in Minnesota Rules 1105.6300 and 6400. We’ll break it down for you right here.

5 smart strategies to grow your business [MNCPA]
MNCPA partner, CPACharge, shares tips to increase revenue and enhance your client experience.

Forgetting firm permit renewal: How bad is it? [MNCPA]
Forget the small stuff. Here’s why forgetting to renew your firm permit for 2023 is a very big deal.

Tips for reviewing your firm processes
Reviewing your firm processes is an important element of ongoing evaluation and continuous improvement.

Putting your team in the mental position to accelerate change
You already know your team is vital to successful changes, put them in the place to drive it forward with confidence.

When changing process hits a bump
Executing change is not always easy and there are bound to be bumps along the way, but with the right guardrails and mindset going into your change you can find success with your team.

5 tips to help you prune toxic clients [MNCPA]
At the end of the day, not every client is a great client. And having great clients at your firm keeps your firm profitable and your team happy.

Hanging your shingle [MNCPA]
Have you ever thought of running your own shop? Do you have an entrepreneurial spirit? Does the thought of risk not scare you? Then making this move can be awesome.

Gather client experience data through effective interviews
Ask enough people about their expectations, and you can identify some universal themes about why they choose you. However, surveys can only do so much.

Overcome the martyrdom of the profession [MNCPA]
Here are changes that can help curb death by a thousand paper cuts in your A&A practice.

Keep the CPE flowing ahead of June 30 [MNCPA]
Stay in the know with this helpful flowchart that outlines CPE requirements and certificate renewal information.

Is there a silver lining to the Great Resignation?
Here are five recommendations to implement now to help mitigate a stressful busy season due to staff shortages.

CPA firms: Expect the unexpected [MNCPA]
Don’t forget to incorporate the BOA rules into your succession-planning discussion. Doing so will help you to avoid complications, especially if non-CPA owners are involved.

The importance of employer branding [MNCPA]
A dive into what an employer brand is, how to build your employer branding strategy and how to promote it to attract high-quality candidates.

Firm permit renewal is a very big deal [MNCPA]
Without a permit, a firm cannot operate or advertise as a CPA firm, nor perform compilations, audits or other attest services.

Best practices for digital ad campaigns
You can’t control how people search for your services, but using digital ads regularly can help you build brand awareness and a more detailed profile of qualified leads.

Client centricity leads to profitability
Becoming client centric requires an investment in training and retooling, but the return on your investment will be immediate and significant.

How to leverage Microsoft’s Power BI [MNCPA]
For accountants, this means you now have the power at your fingertips to perform advanced data analytics.

Can we have the best of both worlds? [MNCPA]
Hybrid work may be a win-win for employees and employers.

The FAQs of an ESOP
An ESOP might be an appealing option for your business or for a client. Find out more.

We can never go back to before [MNCPA]
Now is the time to start thinking about a different normal in the workplace. The future of retaining — and recruiting — staff may depend on it.

Acknowledging the good in challenging times [MNCPA]
Get insight and news from MNCPA leadership about the organization and professional issues.

3 ways to improve digital marketing campaigns
Now that more firms are exploring and launching digital marketing activities, let’s look at three ways to help CPAs get real digital leads.

Could your CPE be audited in 2021? Maybe [MNCPA]
Learn about important news from the Minnesota Board of Accountancy. Monthly topics include rules, CPE requirements, CPA exam information, licensing, and more.

Flexibility and the workplace of the future: What does that mean? [MNCPA]
Here’s the bottom line as you prepare to lead the workplace of the future: Creating flexibility by design gives your organization a better chance of success than allowing flexibility with ambiguity.

Succession planning best practices
Succession planning today is more complex for professional services firms than it was 15 years ago.

Advancement of women in public accounting [MNCPA]
Women continue to be underrepresented in the leadership of public accounting firms and are not progressing to the top of the profession at the same rate as their male counterparts. 

Preparing for busy season 2021 [MNCPA]
With 2020 nearly behind us, here are five scenarios you might find yourself in and tactics you can try to prepare for the upcoming busy season based on lessons learned in the past nine months.

Avoid firm permit renewal hiccups [MNCPA]
Learn about important news from the Minnesota Board of Accountancy. Monthly topics include rules, CPE requirements, CPA exam information, licensing, and more.

Maintaining and enhancing client engagement now and in the future [MNCPA]
Thankfully, there are several actions you can take (that don’t require you to log into Zoom) to maintain a high level of client service from afar.

25 firm growth opportunities for 2020 and beyond
With the COVID-19 pandemic changing everything we do and how we do it, I thought it would be appropriate to share with you 25 growth ideas that are always timely no matter what the situation.

Business Perspective: Thomson Reuters [MNCPA]
You’re ready to take the next step to ensure longevity and be a part of the future of accounting. You want to build the next generation accounting firm — yours.

The future of business etiquette and communications
Whether for health reasons or due to multiple physical offices and markets, leaders must use new messaging to breach the physical divide and keep their relationships close.

Securing your technology while on the go [MNCPA]
Whether working from a coffee shop or in an airport, you must be vigilant to protect your devices and all the information they contain.

Managing the known risks [MNCPA]
Amid the current environment, CPAs would do well not to forget about managing risks that, for the most part, they can control or, at least, mitigate in large part.

So, what does being a partner mean?
Partners are the culture in a professional service firm — what they believe, what they reward, what they do and how they do it determines what and how things get done.

Business Perspective: ADP [MNCPA]
Many business owners were caught by surprise when the calendar flipped to 2020. Legislation effective Jan. 1 meant that more than half of U.S. states have now increased their minimum wage.

Adapting your firm in a time of a pandemic
Here are 10 actions your firm can take in the face of the COVID-19 pandemic.

Making teleworking work in a time of crisis
With the spread of COVID-19, which is the disease caused by the novel coronavirus, many employers who have not previously implemented telecommuting/work from home (WFH) arrangements, are being forced to offer WFH arrangements.

5 easy ways to increase new business during busy season
Your clients are right in front of you during busy season and at various times throughout the year. You can build marketing and business development into those conversations for cross-servicing and referrals.

Generation who cares? [MNCPA]
Do generational differences really matter? Consider these thoughts to address the situation in your office.

Understand firm ownership when the unexpected strikes [MNCPA]
Learn about important news from the Minnesota Board of Accountancy. Monthly topics include rules, CPE requirements, CPA exam information, licensing, and more.

Client centricity creates a path to profitability
Many firms think they know what their clients want, but scarcely do. In short, most client-centric service strategies produce neither the “wow” factor nor the profits.

The kids are alright [MNCPA]
Sixteen accounting students share their thoughts and expectations for the future of the profession and their respective careers.

Build a virtual CPA firm in 5 steps
Follow these steps to build your firm with technology.

Keys to workplace happiness
Happiness at work is something nearly everyone wants, but it can be challenging to achieve.

3 ways new employee surveys can improve retention
Here are three ways that a new employee survey can support and even improve retention. Make sure to ask the right questions and analyze the results for action.

Learning the ropes: A tale of attending client meetings with a mentor
Teaching less experienced staff members how to work client meetings is a win all around for the team.

Advice from managing partners on leadership
If you are a new leader or a seasoned one, here is some advice for you. 

MNCPA Perspectives blog posts

MNCPA sole practitioners share their most pressing concerns
In the recent MNCPA Tax Survey, an annual survey of members in public practice, sole practitioners were asked what their top concerns are for the next two years. The answers offered insight...

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