CPA firm practice management news and resources

TOPICS

April 20, 2022

Why converting to a cloud firm can be a good exit strategy

Accounting firms that use cloud technology sell for a higher revenue multiple — and spend significantly less time on the market than non-cloud firms.

April 18, 2022

Top challenges in a hot M&A market

As activity ramps up, experts offer advice on both ends of the dealmaking.

April 6, 2022

CPA firms show progress in diversity amid pipeline challenges

The AICPA’s 2021 Trends report provides information on the status of education, hiring, leadership and diversity in the accounting profession.

April 1, 2022

8 insights from top-performing CAS practices

Choose both clients and software programs with an eye to efficiency and repeatability.

April 1, 2022

How accounting firms deal with hybrid working

Switching from remote to hybrid working brings
with it challenges accounting firms have not had to
deal with before. Here is how five firms are tackling
these challenges.

March 31, 2022

FP&A: A new niche — and an expanded definition

An ENGAGE speaker shares six core principles for business and why the abbreviation FP&A means multiple things to him in this podcast episode with transcript.

March 24, 2022

New strategies to grow the profession’s pipeline

Organizations seeking to identify and hire finance talent can follow the advice in a recent article or further explore a new apprenticeship program detailed in this podcast with transcript.

March 22, 2022

Finding ‘untapped’ talent pools of CPAs

Now may be the time to rethink hiring strategies and cast a wider net for talent acquisition.

March 15, 2022

Recruiting, flexible working, and tax season issues for small firms

An AICPA vice president explains some of the key practice management concerns of smaller CPA firms — talent, technology, and tax season — in this podcast episode with transcript.

March 14, 2022

The role of accounting firms amid the crisis in Ukraine

The Russian invasion of Ukraine is taking place more than 4,000 miles from the United States, but the uncertainty and economic stress caused by the war means that business leaders need trusted advice and calm counsel. That’s where accountants can play a key role.

March 1, 2022

Tread carefully when using noncompete agreements

Noncompete agreements should be reasonable in scope and narrowly drafted to protect a legitimate business need.

March 1, 2022

The legacy of the Paycheck Protection Program

Firms can build on the relationships with clients that
were bolstered during the pandemic.

February 22, 2022

Firm ownership can be intimidating; here’s how to overcome those fears

A CPA firm owner shares some of the fears she overcame, advice to those thinking of opening a firm, and the ways she takes mental breaks in this podcast with transcript.

February 17, 2022

Gratitude: How a helping hand can spark a great career

A CPA leader shares how mentors helped him along the way and the advice he now shares with aspiring CFOs in this podcast episode with transcript.

February 17, 2022

PPP, ERC can lead to sustained business for CPA firms

Firms can turn the connections built doing work related to COVID-19 programs into long-term business opportunities.

February 8, 2022

What CAS practice leaders should focus on in 2022 and beyond

An accounting profession leader analyzes a recent benchmark survey on CAS practices and shares why talent management must be a focus area for firms in this podcast with transcript.

February 3, 2022

A blockchain glossary, the CPA firm of the future, and Excel malware

Blockchain — what does it mean to you? A glossary of terms offers clarity. Also, hear or read more about accounting firms’ tech-integrated future.

February 1, 2022

The 3 components of burnout, and why they are heightened now

Author Britt Andreatta, Ph.D., explains why change is difficult and why now is the time for leaders to spend even more time focusing on employee well-being.

February 1, 2022

Attributes of top-performing firms revealed

MAP survey finds big differences in per partner revenue, profit, and compensation.

February 1, 2022

Ozlem Davis, CPA/CFF

Through outsourced CFO and controllership services, CPAs can provide entrepreneurs and small businesses with the support they need to succeed, according to Ozlem Davis, CPA/CFF.

FROM THIS MONTH'S ISSUE

Build reusable Skills in Anthropic’s Claude AI

Instead of rewriting prompts each time, CPAs can turn routine tasks into reusable AI Skills. This Technology Q&A walks through how to build Claude Skills that process files, ask setup questions, and export clean Excel outputs.