This column outlines five important retirement mistakes for CPAs to avoid.
Newsletter articles
Essential questions new partners need to ask themselves
What partners focus on during their first hundred days can set the tone for the rest of their career.
How to tell if a recruiter is actually helping you
If a recruiter pushes you to take a job or accept a candidate that you’re not sure about, he or she is probably not the right person for you to be working with.
Concerned about your audit quality-control system?
A firm needs a system to ensure it is taking on the right clients, carefully monitoring audits, and making sure employees are performing competently and ethically.
How to get answers to your ethics questions
Even CPAs who are well-versed in the AICPA Code of Professional Conduct sometimes have questions about how it should be applied.
How Medicare Part B premium increases will affect your clients
Premium hikes will be much smaller than anticipated thanks to a new law.
Building trust with your team
Improving trust among team members could be the answer to an organization’s talent-related challenges.
How CPAs can start their own business
An accounting background provides a helpful leg up for entrepreneurs or those who want to invest in an existing business.
What clients want from CPAs
Properly managing client relationships is a key to repeat business and to generating referrals.
Your clients may know less about retirement planning than you think
To make sure you and your clients are on the same wavelength, start by getting a comprehensive look at their retirement goals and plans.
Best practices to improve account reconciliation
Account reconciliation may be a familiar task for many CPAs and CGMAs working in business and industry, but there is always room for improvement.
Here’s how to fix problems caused by late and amended Forms 1099
Brokerage firms’ practice of issuing late and amended Forms 1099 is causing many taxpayers provide data to preparers later than in prior years to avoid having to file amended returns
5 strategies for managing the coming talent crunch
The column explores five top strategies to help you better manage your firm’s capacity issues.
How CPAs can save money and time when traveling
CPAs who travel face the modern-day hassles of business travel, from booking to packing to hopping on and off planes, trains, and automobiles.
9 time-saving tech tips for the busy CPA
If you’d like to be more efficient on the job, tech-focused solutions are a logical place to start.
Why new tax return due date changes are important
This article examines why the tax return due date change was needed and what it means for practitioners.
Remote working: Is it right for your firm?
This article highlights a few reasons you might want to implement remote teams in your firm and challenges you may face if you decide to do so.
The power of a planned vacation
This article highlights the benefits of vacations for employees and employers.
Don’t let clients overlook these key estate planning issues
This column can help clients visualize the consequences of not having an up-to-date plan.
United we thrive, divided we fail
If you want your firm to thrive well into the future, make enhancing overall partner unity your No. 1 priority in the coming year.
Features
FROM THIS MONTH'S ISSUE
Create interactive dashboards with Excel PivotCharts and slicers
Leave the static spreadsheets behind. This JofA Technology Q&A article with video walkthrough provides a step-by-step guide for creating interactive dashboards in Excel that decision-makers can use.
