This article discusses ways to help integrate new employees into firm culture, even when everyone can’t be together in person.
Firm practice management
CPAs and restaurant owners have worked together closely to overcome the devastating consequences of the coronavirus pandemic. Bill Pirolli, CPA/CFF/PFS, CGMA, and Brian Casey, who are Rhode Island natives and chair their respective association boards, endeavor to help the industry recover.
Even seemingly benign requests made of CPAs can raise professional liability risk. Follow this evaluation framework to help understand and manage risk related to requests.
CPAs explain their approach to evaluating and parting ways with some clients.
Social distancing and other pandemic precautions don’t have to slow down your search for talent. One organization offers tips for conducting effective remote job interviews.
Firms that place well-thought-out tech solutions at the forefront of their strategy will be best positioned to gain the most in the future.
Leaders whose organizations focus on promoting the advancement of Black CPAs, both on their own and as a part of the Black CPA Centennial, offer insights on where the profession stands and where it needs to go.
A Technology Q&A co-author talks about maximizing efficiency in meetings. Also, get a peek into the new AICPA board chair’s approach to client service.
Accountants can position themselves as more trustworthy by working through the classic “trust equation” developed by David Maister, Charles Green, and Robert Galford. Angie Grissom, owner of The Rainmaker Companies, illustrates how to do so.
Career advancement is more achievable for a person who has a plan and shares it with leadership, according to Jonyce Bullock, CPA.
Joining Canopy in 2019, Davis Bell has held critical leadership roles in strategy, operations, and finance. He specializes in creating and managing new products and businesses from scratch to scale.
CPAs must understand the significant risk that emanates from “too good to be true” tax strategies even if they “just make introductions,” provide tax consulting services, or prepare returns that reflect these strategies.
Lisa Simpson was promoted to vice president—Firm Services. In her new role, Simpson will continue to oversee the Association's relationships with CPA firms.
After a year of heightened focus on diversity, equity and inclusion issues, leaders of the accounting profession are continuing in their commitment to make strides in this area. Accountability and transparency related to these issues will be pivotal in the coming years.
Additional responsibilities around caring for children and supervising schooling are taking a toll on women, putting them at increasing risk of burnout during the pandemic.
A diversity, equity, and inclusion consultant explains why DEI should more often be referred to as DEIB. She also offers tips for organizations and individuals to support employees of Asian heritage.
Professors can shape a student’s experiences, influencing whether students take a course or pursue a career because the person at the front of the classroom looks like them. The first Black CPA Ph.D.s have played an important role in attracting generations of future Black CPAs.
CPA firms are often more productive and profitable when owners work less, according to Brannon Poe, CPA, owner of Poe Group Advisors in Charleston, S.C.
Here are some ways CPAs and their firms are keeping their bodies — and brains — fed during this extended tax season.
A career expert and three CPAs who have successfully built their brand share some advice.