CPAs explain their approach to evaluating and parting ways with some clients.
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.
As firm leaders prepare for a post-pandemic work world, they should take care to plot a path that steers clear of potential pitfalls — four of which are explored in this article.
We pull back the curtain on the claim process and highlight what to expect if you face this unfortunate situation.
CPA firms today need more speed, agility, and power to deal with disruption, uncertainty, and clients’ quickly changing needs.
Cyberattackers remain unrelenting in adapting tactics to exploit human and technological vulnerabilities.
CPAs from across the country discuss what they're looking forward, the skills and technology they'd like to master, and the business opportunities they think might be available.
Founders of a fully virtual accounting firm share how accountants can succeed at working remotely now and after the pandemic is over.
According to the 2020 Succession Planning Survey, more than half of multi-owner firms (55%) said they are currently experiencing succession challenges, up from 26% in 2016.
Learn how to evaluate the risk of a prospective client to help keep liability risk at bay.
This article discusses ways firm owners and leaders can start to develop a strategy for a work-from-anywhere reality that lasts.
A workplace safety plan amid the pandemic requires unique considerations.
With few employees taking extended time off this summer due to the coronavirus pandemic, firms will inevitably face scheduling challenges as the year ends.
Firms must consider strategic as well as practical issues as they reopen. These questions can help you think through some of these issues and point you toward ways to preserve positive changes made during the lockdowns.
Reopening your physical office is not a decision to take lightly. Here’s an overview of the many issues firm leaders need to consider when developing a plan to reopen.
Develop a record-retention policy that follows prudent practice without turning into hoarding.
Increasing staff members’ interaction with clients is one way partners can prepare for their succession, according to Johanna Sweaney Salt, CPA, CGMA, a partner at Gray, Salt & Associates LLP in Claremont, Calif.
CPAs who run virtual firms share their top tips for educating clients about online meetings and holding successful virtual meetings.
An expert outlines three of the top external cyberthreats accounting firms face and provides pointers on how to reduce a firm’s risk of becoming a victim.
Worker-friendly policies — when executed correctly — can assist CPA firms in retaining valuable people.