Jacquelyn H. Tracy, CPA, CGMA, a founding partner with Mandel & Tracy LLC, discusses the reasons top talent stays at firms, and why they leave.
Journal of Accountancy videos
Jacquelyn H. Tracy, CPA, CGMA, a founding partner with Mandel & Tracy LLC, gives examples of low-to-mid cost employment perks that show appreciation for your team’s hard work.
To help promote audit quality, KPMG is on an innovation journey with our people, processes and technology.
Audrey Katcher, CPA/CITP, CGMA, a partner with RubinBrown LLP, discusses ways technology is changing clients and what CPA firms need to do to keep up.
Audrey Katcher, CPA/CITP, CGMA, a partner with RubinBrown LLP, explains how CPAs can help clients secure their data.
Organizations that don’t innovate can struggle to keep pace in a rapidly changing business environment. Consultant Bill Swedish offers insight into how finance teams can innovate.
Annette Nellen, CPA, CGMA, Esq., chair of the AICPA Tax Executive Committee, outlines federal, state, and local tax obligations for clients involved in sharing economy activities.
Three reasons why client engagement letters are essential, according to Deborah Rood, CPA.
Anoop Natwar Mehta, CPA, CGMA, the CEO of Science Systems and Applications Inc., explains his approach to checking work email while on vacation and how he prioritises work and family time.
Critical thinking and problem-solving are among the skills sought by finance leader Sandi Briggs, CPA, CGMA, the CFO of the U.S. Anti-Doping Agency.
Due diligence begins with one question you should be asking every client, according to Annette Nellen, CPA, CGMA, Esq.
Deborah Rood, CPA, outlines the four instances where claims can be severe.
Whatever you call it, you're likely already doing financial planning for your clients, says Ted Sarenski, CPA/PFS.
Here's why clients shouldn't be worried that Social Security will completely disappear.
Lori Luck, CPA/PFS, discusses the many ways CPA financial planners can assist retiring clients, and why she finds it fulfilling to help clients meet their retirement goals.
Chris Benson, CPA/PFS, talks about why personal financial planning can be a rewarding field for younger CPAs.
Lisa Featherngill, CPA/PFS, talks about why it’s so important for families to communicate about estate plans.
CPAs can provide invaluable assistance to clients who are getting divorced. Tracy Stewart, CPA/PFS, explains how.
Lori Luck, CPA/PFS, and Brooke Salvini, CPA/PFS, discuss the life changes that often lead clients to meet with CPA financial planners.
Interested in becoming a CPA/PFS? Steve Klane, CPA/PFS, and Ryan Genor, CPA/PFS, who both transitioned to personal financial planning after traditional CPA careers, talk about how they got started.