Technology-savvy accounting professionals describe their old and new ways of doing things, and the pros and cons of those changes.
Newsletter articles
Evolve your firm with these 12 questions
To survive change, CPAs need to be willing to alter business models and revamp legacy processes and services.
The financial and human cost of loneliness in retirement
Isolation and loneliness can have serious emotional, social, and financial consequences, and can contribute to declines in clients’ physical and mental health and quality of life.
#EngagedStudents: Boost skills with social media
These fun projects encourage more professional communications.
Use IFS function to calculate letter grades in Excel
Added by Microsoft in 2016, the IFS function replaces the need for multiple nested IF statements. You can put all your conditions (percentage grade cutoffs in this example) in one function, making it easier to follow.
Improve your teaching evaluations
Here are some practical ways to improve your teaching evaluations, without lowering your standards or becoming an easier grader.
Keeping a virtual team on track
CPAs offer advice on the processes and technology that help them effectively manage remote teams.
4 ways to shine at your next meeting
This article discusses ways you can make the most of your time spent in meetings.
Position yourself for promotion
Many CPAs could benefit from taking a proactive approach to career strategy.
Getting ready for the big sit-down with clients
Annual meetings are a prime way for accountants to glean information that can affect tax strategy or to let clients know about other beneficial firm offerings.
What to expect when you tell your boss you’re expecting
Here’s how you can prepare to announce a pregnancy.
Help nontraditional accounting students thrive
Follow these tips to make all students more welcome in your classroom.
Working remotely: Take care to make it work
These six tips can help optimize your work-from-home experience.
Government report finds deficiencies in most US hospices
Advise clients to do their research before choosing hospice care.
Use digital marketing to propel your new firm
Three entrepreneurial CPAs offer tips for succeeding with digital and marketing techniques.
Time management strategies for CPAs
CPAs share ways they get more done with less time.
How to attract a talent pool diverse in experience
This article offers steps employers can take to make sure they aren’t inadvertently excluding more experienced workers.
CPA job interview tips from a recruiter
A recruiter discusses ways CPAs can stand out from the competition during a job search.
10 steps to a coaching culture
This article explores the attributes of great coaching cultures and helps you identify the changes you’ll need to make to get there.
6 tips to get students career-ready
Minding their p’s and q’s can be as important as knowing about debits and credits.
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Get your clients ready for tax season
Help clients avoid surprises with year-end planning strategies for managing taxable income, maximizing deductions, and adjusting to OBBBA changes affecting individuals and businesses.
