Fredric D. Leffler, CPA, MBA

Breaking bad news: How to tell clients it’s time to close their businesses

June 2, 2020 (Last Modified: April 6, 2021) / Fredric D. Leffler, CPA, MBA

How do you deliver bad news to your clients, such as discussing closing their business? In this timely article, find out with these practical tips from Fredric D. Leffler, CPA, MBA.

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Practice Management

How to Manage Employees for Retention and Productivity

August 26, 2019 / Fredric D. Leffler, CPA, MBA

Finding and managing great employees can be a challenge. Get some tried-and-true techniques to boost your tax and accounting firm’s employee retention rate from Fredric D. Leffler, CPA, MBA.

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Practice Management

Pros and Cons of Professional Liability Insurance for Today’s Tax Firm

June 28, 2019 / Fredric D. Leffler, CPA, MBA

June 28 is National Insurance Awareness Day; understand how professional liability insurance affects your tax practice in this analysis from Fredric D. Leffler, CPA, MBA.

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Tax Law and News

This May Be the Tax Season of the Extension: What You Should Know

March 6, 2019 / Fredric D. Leffler, CPA, MBA

Tax year 2018 is like no other year for filing your clients’ taxes; chances are, you’ll be faced with putting more clients on extension. Here are several tips on how to remain efficient and keep your practice focused.

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Practice Management

4 Win-Wins to Increase Efficiency and Decrease Stress in Your Tax Practice

January 3, 2019 (Last Modified: March 5, 2019) / Fredric D. Leffler, CPA, MBA

Learn how to manage a more productive tax firm by increasing efficiency and decreasing stress.

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Practice Management

How Cloud-Based Operations Can Ease Succession in Your Tax and Accounting Practice

September 21, 2018 (Last Modified: May 14, 2019) / Fredric D. Leffler, CPA, MBA

Find out how getting the operations for your tax and accounting practice on the cloud could help you monetize your goodwill when it’s time to sell your practice.

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Practice Management

Get to the Root of Management Problems in Your Tax Practice

July 20, 2018 (Last Modified: March 5, 2019) / Fredric D. Leffler, CPA, MBA

Get expert advice to help you identify management problems and select the tools you need to improve your processes.

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Practice Management

Unmanagement: Collaborative Management for a Content and Effective Workforce

October 12, 2017 / Fredric D. Leffler, CPA, MBA

Improve your tax practice management skills with this unique collaborative style.

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Practice Management

Succession Plan or Exit Plan: Whatever You Call it, You Need One Now

May 15, 2017 / Fredric D. Leffler, CPA, MBA

As Benjamin Franklin said, “If you fail to plan, you are planning to fail!” Would you start a business planning to fail? Most business owners start their firm with a plan to secure start-up capital, find qualified employees and attract...

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