Assembled here are several tools to help owners improve their accounting practices. Our books are a great place to start. Both have been published by the AICPA; and both are written in workbook style. They include stimulating questions at the end of each chapter. For accounting practice owners looking for the latest insights, check out our podcasts to hear from thought-leaders in the industry.
ACCOUNTANT’S FLIGHT PLAN
Make more with less effort while improving the value of your practice.
Accountant’s Flight Plan is filled with practical, time-tested strategies designed to help you take your practice to a higher level … while enjoying your work.
Using real-world scenarios, practice owner testimonials, and written exercises, CPA and author Brannon Poe offers
keen insights for developing customized, straightforward approaches to:
- hone your focus, eliminate frustration, and grow your bottom line;
- achieve meaningful work-life balance while increasing profitability;
- add more value for your clients;
- better manage or eliminate difficult and slow-paying clients;
- imporve billing rates;
- increase new business through referrals; and
- enhance the value and salability of your practice.
You gotta have a plan. Whether you are a prospective practice owner or seasoned veteran, Accountant’s Flight Plan will help you reach your destination with greater surety, success, and satisfaction.
On Your Own
Going solo doesn’t have to be a game of trial and error. Careful planning can make it one of the most rewarding decisions of your accounting career. Now in its second edition and revised by author Brannon Poe, this book leads new solo practitioners through
each stage of creating your own firm, bringing your vision to reality, and nurturing your practice to make that reality a success.
Follow each of the book’s five parts as it takes you chronologically from start to success. Each chapter is rich with strategies as well as stimulating follow-up questions that will help you define your goals and plans, drawing you to careful consideration of important factors such as:
- Creating concise mission and vision statements
- Establishing goals, standards, attitude, and skills that reflect a successful practitioner
- Anticipating financial needs
- Defining family involvement
- Shifting from employee to owner
- Understanding potential stumbling blocks
- Advancing your practice with a specialty
- Deciding whether to buy a practice
- Choosing a form of organization for your practice
- Building client relationships
- Keeping a focus on the future
- And much more!
Need help building a world-class accounting firm? …then you’ve come to the right place for the latest insights! We have assembled interviews with some of the top thought-leaders in the industry. Most recently we spoke with Bill Sheridan. Please click here to see our blog post about this thought-provoking discussion of social media for accountants. You won’t want to miss hearing from Jeff Magee an Ric Payne either. They offer incredibly valuable insights about leading an accounting practice.