CPA firm practice management news and resources

TOPICS

November 12, 2021

Rethinking real estate: The benefits of workforce segmentation

Balancing business goals with employee experience can provide the best path forward as hybrid working becomes commonplace.

November 10, 2021

A bright future ahead for young CPAs

AICPA leaders highlight the profession’s opportunities for CPAs from diverse backgrounds.

November 8, 2021

Half-day Fridays: A workplace perk worth exploring

After closing the book on busy season, employees savor shorter workweeks.

November 5, 2021

Serving cannabis clients: Understand the risks

Practicing due diligence and understanding state and local laws are keys to success for firms that choose to engage with this industry.

November 1, 2021

Building DEI for the future profession

Both accomplished leaders and young professionals are among the many people working to advance the accounting profession’s diversity, equity, and inclusion efforts for the future. Read insights and experiences from DEI leaders as well as some 40 Under 40 Black CPA Award winners on how to expand Black CPA representation in the profession.

November 1, 2021

How risk allocation provisions can mitigate risk

Use of these terms in an engagement letter can help manage the defense and cost of a claim.

October 28, 2021

One firm’s succession planning success story

Hear or read advice from a CPA firm leader on how to approach succession planning the right way: Start early, identify candidates, and communicate clearly.

October 22, 2021

Hiring for culture: How to find the best staff for your firm

In this second part of a two-part podcast, Guy Gage, founder of consulting firm PartnersCoach, talks about interview questions to ask that can determine whether a job candidate will integrate well to your culture.

October 21, 2021

The 4 pillars of starting or growing a CAS practice

Learn about the reasons some CPA firms are separating themselves as CAS top performers and about the role technology plays in growing a CAS practice in this podcast with transcript.

October 18, 2021

What type of culture does your firm have?

In this first part of a two-part podcast, Guy Gage, founder of consulting firm PartnersCoach, discusses the three types of culture he sees most often in CPA firms, and ways you can tell which predominates in your firm.

October 18, 2021

Time has come for firms to cull clients

Accounting firms see many opportunities in the marketplace but with an already stretched workforce, they are struggling to find the capacity to take on new challenges.

October 13, 2021

CAS practices see 20% growth rate

Client advisory services practices saw a 20% growth rate in terms of net client fees per professional, according to the latest CPA.com & AICPA PCPS Client Advisory Services Benchmark Survey.

October 6, 2021

Private equity’s push into accounting

TowerBrook Capital Partners’ purchase of an ownership stake in EisnerAmper marked the first private-equity deal with a top 20 accounting firm. In a Q&A with the JofA, accounting firm consultant and M&A broker Allan D. Koltin discusses the mechanics of such a deal and the likelihood that there will be more PE forays into large accounting firms in the future.

October 1, 2021

Ask the expert: Surcharging

Dustin Hall is the director of CPACharge — an Austin, Texas-based company that specializes in payment processing solutions for accounting professionals.

October 1, 2021

Don’t get victimized by a cybercriminal

CPAs must create data security protocols and implement and follow them consistently to help reduce the risk of a cyber incident.

October 1, 2021

How one firm gets succession right

A top 200 firm’s plan for transitioning to next-generation leaders offers best practices for other firms to keep in mind when anticipating partner retirements.

September 20, 2021

Find out what leads clients to their CPA firms

Finding out how clients found your firm can help you develop strategies to ensure your firm remains an attractive option.

September 17, 2021

Peer review proposal changes, clarifies standards

The proposal is designed to clarify peer review standards and make them easier for practitioners to read, understand, and apply

September 15, 2021

Early Black-owned CPA firms spurred diversity efforts

Built by Black CPAs who succeeded despite adversity, these firms continue to play an important role in the profession’s recruitment and advancement initiatives, and with the clients they serve.

September 13, 2021

How to negotiate from a disadvantage

This article discusses steps that could help CPAs turn the tables and come through in a strong position during a challenging negotiation.

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.