CPA firm practice management news and resources

TOPICS

February 1, 2021

‘When everything became very real’

CPAs recall the onset of the COVID-19 pandemic and the impact it had on their work.

February 1, 2021

Career development in a virtual world

With employees now less centralized, organizations face greater challenges in growing the knowledge of the workforce.

February 1, 2021

3 tips for building remote-work policies that last

Working from home isn’t going away even after the pandemic finally abates, so employers need to ensure they have a strategy that can stand the test of time.

January 19, 2021

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.

January 13, 2021

AICPA encourages firms to aggressively advance PPP applications

The AICPA said Wednesday that it expects SBA and Treasury to open the Paycheck Protection Program’s application window to all lenders by Friday. The AICPA is also encouraging firms to advance the application process for small business clients seeking relief.

January 11, 2021

Developing a strong fraud-mitigation program

This article suggests practices that can aid in creating an effective fraud-mitigation plan.

January 11, 2021

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.

January 1, 2021

What anti-bias training can — and can’t — accomplish in the workplace

Carefully chosen, well-implemented anti-bias courses can buttress a company’s diversity and inclusion program when they are part of a clear strategy.

January 1, 2021

Advice from the experts: Defending audit claims

Learn what CPA firms can and cannot do to assist those who defend auditors against professional liability claims.

January 1, 2021

Building a truly effective D&I initiative

Studies show that a diverse workforce is a more productive, more profitable one. Establishing a strong diversity and inclusion program takes time, effort, and, above all, commitment from top leadership. Use these guidelines when structuring a D&I program.

December 21, 2020

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.

December 14, 2020

Attracting and keeping clients during COVID-19

CPAs offer advice on how to retain and attract clients during difficult times.

December 10, 2020

What to know about holiday travel policies during COVID-19

Firms share the approaches they are using to keep employees safe, and HR experts advise firms to stay current with their state’s guidance, know their rights as employers and communicate policies clearly to staff.

December 2, 2020

Succession issues surge at accounting firms

According to the 2020 Succession Planning Survey, more than half of multi-owner firms (55%) said they are currently experiencing succession challenges, up from 26% in 2016.

December 1, 2020

Client acceptance: A liability gatekeeper

Learn how to evaluate the risk of a prospective client to help keep liability risk at bay.

December 1, 2020

Kim Griffin-Hunter, CPA

Focusing on strengths and communicating effectively can help CPAs lead during challenging times, says Kim Griffin-Hunter, CPA.

November 23, 2020

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.

November 19, 2020

How CPAs help clients reinvent struggling businesses during COVID-19

As the COVID-19 pandemic has changed the business environment, clients have turned to CPAs for help keeping their businesses afloat. CPAs serving restaurant, medical and real estate clients discuss how they’ve used client advisory services to help their clients stabilize and reposition their businesses.

November 16, 2020

How to help clients dealing with a loved one’s addiction

CPAs can help families navigate the financial side of substance abuse.

November 12, 2020

The value of gamifying CPE learning

A college professor and CPA shares advice on keeping learning interesting and keeping listeners engaged, even when in-person sessions are not possible.

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.