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A pioneering CPA reflects on a 50-year journey

To celebrate National Hispanic Heritage Month, a CPA leader in Southern California who tirelessly built his firm and a Hispanic professional organization from the ground up reflects on his journey in this podcast episode with transcript.

What small firms need to know about succession and M&A

CPA firm partners looking to retire in the next few years need to make sure they have a succession plan in place as soon as possible. An expert on M&A trends and firm succession explains key considerations.

The ‘mixed bag’ of economic sentiment; recent IRS news; a PCAOB update

Economic optimism is dimming, bringing revenue and profit projections down as well, but more than half of U.S. finance decision-makers say they can use more workers. Learn more about quarterly sentiment, along with a look at IRS news and more, in this podcast episode with transcript.

The payoffs of RPA for one accounting firm

How can organizations and firms evaluate whether robotic process automation (RPA) is right for a project? First, they must know what RPA is and isn’t, and the pain points they are trying to address. An expert shares knowledge on the topic in this podcast episode with transcript.

FROM THIS MONTH'S ISSUE

Real-life ways small firms use AI

Learn how four small firms use artificial intelligence to automate processes while maintaining strong oversight.