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FIRM PRACTICE MANAGEMENT
<i><b>Christina Roderick</b>, CPA, CGMA, says her predecessor’s support was key to her successful transition as head of REDW’s tax practice. (Photo by Jennifer Stewart/AP Images)</i>

How one firm gets succession right

A top 200 firm’s plan for transitioning to next-generation leaders offers best practices for other firms to keep in mind when anticipating partner retirements.

PROFESSIONAL DEVELOPMENT
Finding purpose in your career as a CPA

Finding purpose in your career as a CPA

Members of the profession offer tips for shifting from a professionally driven career to one of purpose to reinvigorate your love of accounting.

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CPACharge

Ask the expert: Surcharging

Dustin Hall is the director of CPACharge — an Austin, Texas-based company that specializes in payment processing solutions for accounting professionals.

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How to find the right CAS clients

The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.