One misstep in the short term need not derail long-term aspirations of becoming a licensed CPA.
Newsletter articles
3 tips for more productive telecommuting
This column offers advice on how to increase your productivity and happiness when you work from home.
4 ways accountants can get more out of social media
Social media presents risks and opportunities.
How to build rapport with older clients
Sometimes generational differences or hearing impairments make communicating with elderly clients a challenge.
How to use your vacation before you lose it
This column offers strategies to help you use your vacation before the end of this year or get off to a good start for next year.
Technology risk: It’s more than cybersecurity
This column discusses the “silent killers” of technology risk that organizations must master to protect their business.
Building trust in the workplace
Employers and employees both must take deliberate steps to help build trust.
What students need to know about the updated CPA exam
The exam will place more emphasis on critical thinking such as analysis, problem-solving, and professional skepticism.
How to work with a grieving client
A growing elderly population means an increasing number of clients losing spouses, and CPAs with strong emotional intelligence will have better relationships with their clients and get more referrals.
What to do if you lose your job
Regardless of whether you left your job, or your job left you, there are some steps you should take to get your career back on track.
Got a few challenging clients?
Here are some steps you can take to minimize conflict or tension that arises due to miscommunication or other issues.
5 signs you’re in need of a midlife change
if you want to live a life that’s long, strong, healthy, and happy, it’s critical to find and pursue your purpose in life.
5 biggest challenges controllers face—and how to take control
This article examines how controllers can address technology issues, budgetary constraints, and more.
5 podcasts accountants should be listening to
CPAs can gain knowledge and self-improvement in between their other responsibilities by tapping into the world of podcasts.
Why you should review the funding of your clients’ irrevocable trusts
CPAs, their clients, and other advisers should review funded irrevocable trusts for these points.
9 tips for Microsoft PowerPoint for CPAs
These tips can help you make better presentations more easily.
Understand senior housing options
Today senior citizens can choose from a variety of living arrangements.
5 phrases established leaders should never say again
This article explores phrases that frustrate and disappoint future leaders and offers alternatives.
The elder planning documents your clients must have
It’s vital that your clients have certain documents in place to protect themselves and their assets in the event of their physical or mental incapacity.
What to know before you take out a student loan
Student loan arrangements can have unforeseen, long-lasting implications for a family’s financial future.
Features
FROM THIS MONTH'S ISSUE
Drafting an AI policy that actually works
As AI use accelerates, many firms are discovering their policies haven’t kept pace. This article breaks down what CPAs and finance leaders should consider when drafting an AI policy that’s practical, flexible, and fit for real world use.
