Develop a record-retention policy that follows prudent practice without turning into hoarding.
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TOPICS
Firm practice management
Do-it-yourself accounting automations
Accounting automation is no longer limited to companies with developers capable of connecting applications with APIs.
The technology — and human — lessons of COVID-19
Our ninth annual accounting technology roundtable examines what the coronavirus crisis has revealed about accountants, their employers, and the technologies essential to remote work and life.
A passion for quality and skill development
Tracey Golden, CPA, CGMA, is focused on evolving the CPA profession, lifelong learning, and quality in her year as chairman of the AICPA board.
Data security tips to help weather a pandemic
Finance professionals should keep their guard up against cybercriminals exploiting coronavirus concerns.
Preparing for business interruption claims
CPAs will be critical in helping businesses recover losses in the wake of COVID-19. These six tips from Robert Glasser, CPA/CFF, CGMA, an expert in business interruption accounting, explain how to prepare for making insurance claims for losses caused by the crisis.
How the COVID-19 crisis is leading to lasting change
Take a look at 11 ways the pandemic is fundamentally altering our work and society.
How to have hard client conversations during a crisis
A four-step approach can help CPAs facilitate the difficult, often emotional conversations needed to help their clients find their way to calmer waters.
How family businesses can stay resilient during the COVID-19 crisis
Jonathan Flack, CPA, the U.S. family business services leader at PwC, discusses the struggles family businesses are facing during the current economic crisis, as well as the unique strengths that can help them weather hard times such as these.
How CPAs can help small businesses survive the pandemic
Julie Killian, CPA, a shareholder at Clayton & McKervey in Michigan, shares steps smaller businesses can take to improve their financial standing and increase their chances of staying afloat.
AICPA addresses CPA firm-lender issues related to PPP
The AICPA made recommendations for the CPA firm-lender relationship for firms seeking to assist their clients with the Paycheck Protection Program.
When hard times hit staff
Supporting valued staff experiencing losses and hardships can help organizations respond in compassionate ways, while still meeting the needs of the business.
What to know before offering client accounting services
Mary May, principal, and Stephanie Howard, client accounting services manager, at tonneson + co, discuss how client accounting services can benefit both firms and clients, and share their best advice for firms that are looking to add or expand their offerings in this area.
The indirect impacts of COVID-19 on CPA firms
When money is lost, those who are damaged will seek recourse from wherever they can find it, and CPAs can be high on that list of targets.
How the COVID-19 crisis is leading to lasting change
The COVID-19 crisis has caused pain, loss and overwhelming gloom. It also is leading to lasting change in the workplace, which may be fundamentally different in many ways after the crisis ends.
A call for honest leadership
In this time of transformation and innovation, honesty and transparency in leadership are important to motivate staff and create an environment where people feel safe.
Application advice for SBA loans
You’re likely to have questions about the Paycheck Protection Program loans offered by the U.S. Small Business Administration. This podcast episode has some answers.
5 steps for advising clients during COVID-19 crisis
With the COVID-19 pandemic causing unprecedented economic turmoil, small businesses need financial guidance and expertise more than ever before. CPAs and firms can provide that assistance by following a five-step process.
AICPA applauds additional clarity in Treasury FAQs on Paycheck Protection Program
The Treasury and the SBA released 18 FAQs to help facilitate funding of small businesses under the PPP. The AICPA applauds the additional clarity, which aligns with many of the recommendations recently made by the AICPA and an AICPA-led coalition.
Keeping clients informed during the COVID-19 crisis
Five CPA firms of different sizes outline their plans for staying in touch with clients during the pandemic and ensuring they get the vital information they need.
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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.
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