Experts in personal financial services recommend helping clients keep economic shocks in perspective, simplify their finances, and try out aspects of retirement life.
September 2025 - Journal of Accountancy
PRACTICE MANAGEMENT
7 retirement tips for small firm CPAs
Former firm owners share advice on how to exit the profession after a fulfilling career and set up the practice for success.
PRACTICE MANAGEMENT
Building a better CPA firm: Stepping up service offerings
A key step in business model modernization is determining how to implement services that satisfy clients and employees.
PRACTICE MANAGEMENT
2025 tax software survey
CPAs rate their return preparation software’s performance during this year’s tax season.
Incorporating prompt engineering into the accounting curriculum
It is imperative that accountants learn how to write effective instructions for generative AI applications like ChatGPT.
COLUMNS
PROFESSIONAL LIABILITY SPOTLIGHT
TAX MATTERS
FROM THIS MONTH'S ISSUE
Flip out with the latest Tech Q&A
The September Technology Q&A column shows how to create dynamic to-do lists with Excel's checkboxes and also how to set up multifactor authentication texts that don't rely on phones. Flip through both items and view a video walkthrough in our digital format.
From The Tax Adviser
August 30, 2025
2025 tax software survey
July 31, 2025
