One company discusses how it found a way to magnify the strengths of remote work by employing a more informal check-in style and building on technology’s democratizing effects.
Newsletter articles
How CPAs bill for financial planning services
Four CPA financial planners discuss how they chose to structure their billing, why they chose the method they did, and why it works for their firm.
Give your staff great feedback — from a distance
This article discusses ways to make giving remote feedback easier and more effective.
How one government auditor improved employee training
Stephanie Palmertree, winner of the 2020 state-level Outstanding CPA in Government Impact Award, discussed the tools and tactics she and her senior staff used to improve the state auditor’s CPE program.
9 ideas on how small firms can improve diversity
Leaders of ethnic minority-owned firms offer tips for what small CPA firms can do to promote greater diversity.
Lessen your stress heading into 2021
Try these suggestions from faculty and other experts for reducing the strain and taking better care of yourself and your students.
Look your best during online classes
Improve the way you appear on camera with a few simple tweaks.
Spend less time on repetitive tasks with Excel macros
Make mundane tasks easier by harnessing the power of automation.
Developing a strong fraud-mitigation program
This article suggests practices that can aid in creating an effective fraud-mitigation plan.
Keeping microaggressions out of your workplace
This article offers steps firms and individuals can take to make sure microaggressions are not part of their organization.
Get a remote job off to a great start
Use these tips to help ensure a smooth transition in a new job.
Protecting small business clients from predatory loans
CPAs who work with small businesses offer tips for identifying predatory loans and steering clients away from them.
Attracting and keeping clients during COVID-19
CPAs offer advice on how to retain and attract clients during difficult times.
Use VLOOKUP to help manage your gradebook
VLOOKUP is a formula that allows you to “look up” certain data and retrieve it into another table, by row. This function can be especially useful when you have a well-structured table with information organized by rows (such as a gradebook)!
Get the most out of a guest speaker visit
Preparation can make the difference between a great experience and a mediocre one.
9 tips for teaching data analytics
Four professors offer insight and advice on this challenging subject.
What CPAs have learned during COVID-19
Nine CPAs discuss the difficulties and silver linings they encountered in 2020 and the lessons they learned along the way.
4 technology gift ideas for CPAs
This article discusses some gadgets and gizmos that might make a CPA’s life a little bit better — or at least more fun.
3 tips for building remote-work policies that last
This article discusses ways firm owners and leaders can start to develop a strategy for a work-from-anywhere reality that lasts.
How to help clients dealing with a loved one’s addiction
CPAs can help families navigate the financial side of substance abuse.
Features
FROM THIS MONTH'S ISSUE
Tax-efficient drawdown strategies in retirement
Want to stretch retirement funds and avoid tax pitfalls? This article shares tips and models for smarter drawdown strategies that maximize after-tax wealth, manage Social Security and Medicare impacts, and minimize surprises. Also see: Tax season preview and quick guide.
