Practice Management

Practice Management Assistance allows members to inquire, with complete confidentiality, about a wide variety of topics (see below).

The database is statewide, making it possible to talk to a referral close to your local area or in an area other than where your practice is located.  This service is confidential and free for members.

This page created and administered by CalCPA's Management of an Accounting Practice Committee.

 


 

 

Administration

 

For information about Computers-Hardware, contact:

[back to top]

 

For questions about Computers – Network contact:

[back to top]

 

For questions about Computers – Software contact:

  • Tim McCrone
    McCrone and Co. CPAs, Los Altos
    (650) 948-7180
  • Terry Seiberlich
    Seiberlich Accountancy Corp., Walnut Creek
    (800) 6100-CPA

[back to top] 

For questions about Firm Administrator contact:

[back to top] 

For questions about Insurance contact:
  • Bob Docili
    Hood & Strong LLP CPAs, San Francisco
    (415) 781-0793

[back to top]

 

For questions about Office Facilities/Equipment contact:

[back to top]

 

For questions about Office Procedures contact:

    • Scott Seamands
      Lindquist Von Husen & Joyce, San Francisco
      (415) 957-9999

    [back to top] 

     

    For questions about Peer Review/Quality Review contact:

    • Doyle Daniel
      Daniel, Towle & Warkentine, Fresno
      (559) 451-0555
    • Scott Seamands
      Lindquist Von Husen & Joyce, San Francisco
      (415) 957-9999

    [back to top] 

     

    Developing a Practice


    For questions about Business Compliance contact:

    For questions about Long-range Planning contact:

    • Mark R. Schaim
      Schaim, Hyde & Company, Inc., Escondido
      (760) 294-7080
    • Rusty Roy
      Roy & O’Connor, CPAs, Inc., Paso Robles
      (805) 238-3940
    • Larry Whitney
      Larned S. Whitney, CPA, Benicia
      (707) 745-5991

    For questions about Developing a Practice contact:

    For questions about Practice Continuation, contact:

      [back to top] 

       

      For questions about Marketing contact:

      • Mark R. Schaim
        Schaim, Hyde & Company, Inc., Escondido
        (760) 294-7080

      [back to top] 

       

      For questions about Merging a Practice contact:

      [back to top] 

       

      For questions about Membership in Organizations contact:

      • Doyle Daniel
        Daniel, Towle & Warkentine, Fresno
        (559) 451-0555
      • Mark R. Schaim
        Schaim, Hyde & Company, Inc., Escondido
        (760) 294-7080

      [back to top] 

       

      For questions about Purchasing a Practice contact:

      [back to top] 

       

      For questions about Starting a Practice contact:

      • Tim McCrone
        McCrone and Co. CPAs, Los Altos
        (650) 948-7180
      • Mark R. Schaim
        Schaim, Hyde & Company, Inc., Escondido
        (760) 294-7080

      [back to top] 

      Forms of Business

      For questions about Admitting of Partners/Shareholders contact:

      [back to top] 

       

      For questions about Buy/Sell Agreements contact:

      [back to top] 

       

      For questions about Corporations/Shareholder Agreements contact:

      • Doyle Daniel
        Daniel, Towle & Warkentine, Fresno
        (559) 451-0555
      • Mark R. Schaim
        Schaim, Hyde & Company, Inc., Escondido
        (760) 294-7080
      • Scott Seamands
        Lindquist Von Husen & Joyce, San Francisco
        (415) 957-9999

      [back to top] 

       

      For questions about Emergency Succession (death, disability, etc.) contact:

      [back to top] 

       

      For questions about Emergency Response contact:

      [back to top] 

       

      For questions about Partnership Agreements contact:

      [back to top] 

       

      For questions about Partner Separation contact:

      [back to top] 

       

      For questions about Retirement Plans contact:

      [back to top] 
       

      Personnel

      For questions about Compensation contact:

      [back to top] 

       

      For questions about Compensation - Partners contact:

      [back to top] 
       

       

      For questions about Employment Contracts contact:

      [back to top] 

       

      For questions about Evaluations contact:

        • Scott Seamands
          Lindquist Von Husen & Joyce, San Francisco
          (415) 957-9999

        [back to top] 

         

        For questions about Recruiting/Hiring contact:

          • Scott Seamands
            Lindquist Von Husen & Joyce, San Francisco
            (415) 957-9999

          [back to top] 

           

          For questions about Training/Professional Development contact:

            [back to top]