another author provides a step-by-step guide.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
question: do you have a simple checklist that i could use as a guide to run my practice?
more: the wrong way to look for staff | how to get the most from cpe | does your staff know all the services you provide? | price your practice by gross | advising estate executors: the newbie guide to getting started | how’s your overhead?
exclusively for pro members. log in here or 2022世界杯足球排名 today.
answer: actually my monthly q&a newsletters is a great and easy way to get information on how to run your practice. also my 101 book with my first 101 q&as is another great resource.
however, to get away from me, there is a great short book that is a complete guide to running an accounting practice. it is “accountant’s flight plan / best practices for today’s firms” by brannon poe, cpa.
each chapter covers a facet of practice management – it is terse, well-written and focused toward the smaller firm practitioner. it is also a good guide for sole practitioners who want to build a business rather than just have a firm. i agree with brannon’s approach, and especially like the way he organized the book with short self-contained chapters.
i recommend you read the 90-page booklet in its entirety and then refer to specific chapters when you are implementing or want to improve the subjects covered. some of his comments with some editing by me are
- “focus on what works rather than dwelling on what doesn’t.”
- “if you want to excel in a specific area, just do it – and do a lot of it.”
- “look at your practice from a big picture perspective.”
- “we are identified with and impacted by the clients we have.”
- “clients are not price-sensitive, they are service-sensitive.”
the book has a lot of sound how-to advice such as
- managing clients, workflow and your own life,
- the need to change perspective when you bill from what your input was to what the output in terms of value to the client was,
- how to do a careful self-evaluation to indicate in what direction you should try to grow you practice,
- why and how you should prepare for client meetings,
- not letting receivables handle you
- and many other critical areas.
each chapter ends with piercing questions. answer them and you will have an excellent business plan to follow. if you want a checklist, the table of contents with each chapter title is all you need. buy this book!