Tuesday, July 24th, 2018

CPA Firm Best Practices Network

“I am always ready to learn although I do not always like being taught.” – Benjamin Franklin

I received the following press release yesterday. Another good resource for practice management ideas and trends.

CPA Leadership Institute and Adamson Advisory announce the formation of the CPA Firm Best Practices Network™ 

Effective July 15, 2018–The CPA Firm Best Practices Network™ is a ground-breaking initiative dedicated to CPA firms that would like to reach a higher level of performance. 

The Resources of the CPA Firm Best Practices Network™include the CPA Firm Self-Assessment Tool™ the CPA Firm Self-Assessment Survey,™ and the Best Practices Focus Group Program. 

The CPA Firm Self-Assessment Tool™ is an inventory of generally accepted best practices employed in virtually every segment of the business of CPA firms. Each best practice is accompanied by a description of what it means to be performing at a high level with respect to that best practice. 

Firms use the CPA Firm Self-Assessment Tool ™ to guide them in rating their performance. They submit their ratings to the Network, which periodically publishes the CPA Firm Self-Assessment Survey,™ for member firms to compare themselves with their peers. 

The CPA Firm Self-Assessment Tool™ helps develop insights into the strengths and weaknesses in firm operations– in their own view—to begin the process of developing the initiatives to move from good to great. 

The Best Practices Focus Groups are online sessions that help firms prioritize and work on best practices. They will expand on the answer to the question–what does it mean to perform at a high level with respect to each best practice?

The Panel of Advisors:
Gary Adamson, Adamson Advisory

Joel Sinkin, Transition Advisors
Lisa Tierney, Tierney Coaching and Consulting
Marc Rosenberg, The Rosenberg Associates
Randy Johnston, Network Management Group, Inc.
Bryan Eberle, Haydenrock Solutions
Joel Shiffrin, CPA Leadership Institute

  • "Learning is not attained by chance. It must be sought for with ardor and attended to with diligence."
  • Abigail Adams

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