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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Practice Managers Drive Tech
- Practice managers should lead technology decisions to bridge owner and employee needs.
- They ensure firm-wide technology is used effectively for best results.
When to Hire Practice Manager
- Hire a practice manager once daily operations bog down the firm owner.
- Clarify the owner’s goals to tailor the manager's role effectively.
Owner Goals Shape Management
- Firm owners often don't know whether they want to be operators or investors.
- Understanding this distinction helps define the practice manager's duties.