CPA firm practice management news and resources

TOPICS

November 4, 2020

Companies rethink the office, but they’re not ready to say goodbye

Most plan to keep their current real estate, but they are reimagining what that space could look like.

November 1, 2020

Program provides scholarships and internships to ethnically diverse students

The AICPA’s 2020 PCPS George Willie Ethnically Diverse Student Scholarship & Internship Program provided scholarships and internships to five ethnic minority accounting students who intend to pursue CPA certification.

November 1, 2020

Unintended consequences of professional referrals

Take care when providing clients with referrals to other professionals.

November 1, 2020

John Colucci, CPA, J.D.

When selling or buying CPA firms, leaders must make sure they find a good cultural fit, according to John Colucci, CPA, J.D.

November 1, 2020

Make sure staff get the right CPE

Firms can maximize the benefits of continuing education by creating a process that directs staff to take courses that best meet their own needs and the needs of the firm.

October 29, 2020

Companies seek ways to report diversity progress

Investors are looking for actions that back up statements about equity.

October 20, 2020

Diversity and inclusion: Tips for moving the needle

Building on a commitment to diversity with efforts to promote inclusion can make a difference in the accounting profession, according to panelists at the AICPA’s fall Council.

October 13, 2020

Office kitchen etiquette mistakes that drive co-workers nuts

Etiquette experts discuss ways to avoid kitchen mistakes and keep harmony among their co-workers.

October 13, 2020

3 things the COVID-19 pandemic has taught CPAs about technology

This article discusses ways to harness technology lessons from this pressure-packed year.

October 1, 2020

Risk alert: COVID-19 and the return to work

A workplace safety plan amid the pandemic requires unique considerations.

October 1, 2020

Barrett Simonis, CPA

Holding a leadership conference for college students can help firms build valuable relationships and aid in recruiting, according to Barrett Simonis, CPA.

September 28, 2020

Why people leave their jobs and how to retain staff

CPA firm leaders discuss the retention strategies that work for them.

September 22, 2020

AICPA ethics proposal would limit firms’ loaning of staff to attest clients

CPA firms’ ability to loan staff to attest clients would be limited to rare circumstances under a newly proposed AICPA ethics interpretation.

September 21, 2020

Cannabis and CPAs: The business opportunities and risks

A growing opportunity for CPAs exists in cannabis-related business advising. Along with that comes risk on several fronts.

September 1, 2020

How to get Black women leadership talent into the C-suite

Women, particularly Black women and other women of color, are a rare sight in executive leadership. A panel discussion at ENGAGE explores why and how to change it.

September 1, 2020

A new internet domain for the CPA profession: .cpa

The AICPA and CPA.com are launching .cpa, a restricted Internet domain exclusively for licensed CPA firms and, beginning next year, individual CPAs. The new .cpa domain is designed to promote greater trust in firms’ online interactions with clients and the public.

September 1, 2020

Ask the expert: Talent strategies

Mike Schneider, East Region Managing Partner, Audit for KPMG LLP, offered insights into how the firm is dealing with the changes to its workplaces while continuing to serve clients.

September 1, 2020

Early warning signs of a large malpractice claim

Learn ways to identify and mitigate the risk of a large claim before it happens to your firm.

September 1, 2020

The art of the client email

Make sure your messages are getting noticed and opened in clients’ inboxes.

August 31, 2020

Blockchain not seen transforming accounting processes — yet

Blockchain is often misunderstood. For instance, there is not one blockchain but many. Similarly, there are many opinions about how blockchain will affect the practice of accounting. Participants in the our annual technology roundtable add their voices to the debate.

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.