Accounting Insiders Why Your Firm Needs a Practice Manager | Julie Smith
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Apr 17, 2025 
Join Julie Smith, a practice manager at Harper and Company CPAs and co-founder of Pure Tax LLC, as she shares her journey from corporate America to revolutionizing CPA practices. She emphasizes the critical role of practice managers in enhancing client engagement and operational efficiency. Julie discusses the importance of emotional intelligence and when to hire a practice manager. She also unveils insights on the hidden costs of tax return services, offering strategies to refine pricing and improve service delivery, especially during the bustling tax season.
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Evolving CPA Firm Roles
- Entrepreneurs need more than tax returns; they need strategic operational advice.
- CPA firms should evolve to offer proactive partnerships for business growth.
Journey to Practice Management
- Julie Smith transitioned from corporate America to co-founding a pioneering CPA firm.
- She aims to share her firm's growth shortcuts to help other accounting firms avoid typical pitfalls.
Use Client Handbooks
- Set client expectations upfront using tools like client handbooks.
- Clear communication with clients helps align understanding and firm processes.