Insights for Managing an Accounting Practice

Looking for Solutions and Strategies in your role as Managing Partner?

Every accounting firm manager struggles to make their firm competitive and grow its top and bottom lines by delivering maximum value to its clients. Their “North Star” is to meet clients’ needs while maintaining a competitive edge in the industry. Accounting firm managing partners, senior departmental heads, and those with ascendant career aspirations are interested in finding solutions that enhance their organizations' efficiency, profitability, and effectiveness.

Areas of interest within the Managing Partner role and overall Practice Management include:

Technology integration, regulatory compliance, client relationship management, and human resources and planning for the future leadership of the practice. Less glamorous, but maybe more important daily, is managing the firm's finances to ensure the firm's profitability and sustainability. Closely related to profitability are strategies for attracting new clients and expanding services offered to existing clients through digital marketing, networking, and strategic partnerships.

The CPA Trendlines community of contributors, practicing professionals, area experts, and thought leaders provides solutions to the myriad problems and challenges faced by today's accounting firm senior managers. This is what we mean by "actionable intelligence".