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Professional liability risks related to Form 1065, CPA firm acquisitions

An author of the JofA’s Professional Liability Spotlight column explains the risks associated with Form 1065 and those related to CPA firm acquisitions. She also shares why a strong employee onboarding process can have risk-management advantages. Listen to the podcast episode or read the Q&A.

Take a bold leap instead of a tentative step

A profession leader discusses remote work, AI’s role in accounting, and how journaling and summer breaks help her stay grounded. Listen to the podcast episode or read the Q&A.

Loving your work, leaving work behind, and returning refreshed

A profession leader explains why it’s sometimes hard for her to unplug from work. She also breaks down the meaning she finds in the quote, “Your direction is more important than your speed.” Listen to the podcast episode or read the Q&A.

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How to find the right CAS clients

The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.