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
SPONSORED REPORT
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.
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