It can be helpful for CPA financial planners to reach out to clients to be sure they know about the opportunity to review their coverage and make recommended changes.
Newsletter articles
Tips for better PowerPoint presentations
Try these ideas to hold students’ interest during lectures with slides.
How to embrace workplace goal-setting
Consider this task a chance to develop a career blueprint.
CPAs reveal their favorite mentors
Eleven CPAs describe what made their mentors so significant and unforgettable.
Why accountants need to learn mindfulness
Soft skills can help you interact effectively and harmoniously with other people.
What CPAs need to know about 4 cryptoasset classes
This article breaks down cryptoassets into four categories.
5 ways you can help students cut textbook costs
Older editions and free online resources can produce hundreds in savings.
What to know about AACSB Accounting Standard A5
Learn what peer review teams are looking for in terms of the technology standard.
Résumé secrets from a former recruiter
This article offers advice for avoiding common errors and for making your résumé strong and compelling.
Lessons in leadership
Leadership Academy graduates describe the best leadership or career lesson they learned through their participation.
How to respond to a PR crisis
This article offers ways to help keep your response to bad news from turning into a public relations problem.
Books to read before busy season starts
Several CPAs recommend books to help others in the profession prepare for the busy season.
How to curtail office gossip
Identifying why employees gossip can help you determine the best way to stop the whispering.
Keep your inbox from running your workday
This article offers tips on keeping your email under control.
4 steps to prepare for the future of accounting
This article offers tips to make sure you’re ready when the technology is.
CPA firm leaders, what will your legacy be?
To compete, firm leaders must accept and invest in change and embrace their NextGen leaders’ ideas much earlier than they might have expected.
Are you getting the most from your advisory board?
Discover the many ways the practitioners on your board can contribute to your students’ success, and read up on best practices for creating and maintaining a strong advisory board.
4 books that can improve your teaching
Educators recommend books that helped them in the classroom.
How to coach a problem employee: The insecure employee
This article offers tips on helping struggling employees find their place in the spotlight.
Help clients save money on prescription drugs
CPAs are well-equipped to help clients understand the intricacies of Medicare Part D.
Features
FROM THIS MONTH'S ISSUE
How to set up a simple automation in Zapier
When automating apps within the same tech ecosystem, that system’s automation options are highly effective. Tools like Zapier, though, allow automation across ecosystems. Learn how in this Tech Q&A article.
