CPA firm practice management news and resources

TOPICS

June 29, 2020

How COVID-19 taught new ways to work

Changes once considered radical have become the norm in the accounting profession. Firm leaders share their lessons learned.

June 29, 2020

Working from home: What does the future hold?

Tom Hood, CPA/CITP, CGMA, shares what the pandemic-fueled acceleration of work-from-home practices means for business in the future.

June 26, 2020

How to handle the 2020 PTO backlog

With few employees taking extended time off this summer due to the coronavirus pandemic, firms will inevitably face scheduling challenges as the year ends.

June 17, 2020

17 strategic questions to answer before reopening

Firms must consider strategic as well as practical issues as they reopen. These questions can help you think through some of these issues and point you toward ways to preserve positive changes made during the lockdowns.

June 17, 2020

How to deliver the news of furloughs and layoffs

Transparency and sensitivity are important when managers have to tell employees about job cuts, and these tips can help prepare you for that communication.

June 16, 2020

15 questions firm leaders should ask before returning to the office

Reopening your physical office is not a decision to take lightly. Here’s an overview of the many issues firm leaders need to consider when developing a plan to reopen.

June 15, 2020

Why accountants should embrace ‘More with Less’

Hard trends accelerated by the COVID-19 pandemic means that the mantra “More with Less” should become a rallying cry for the accounting profession. What does More with Less mean?

June 15, 2020

Recognizing and rooting out racism: Advice for leaders

Organizations and leaders seeking to address concerns about racism can learn valuable lessons from an expert on race in the workplace.

June 12, 2020

Q&A: Advocating for justice, diversity, and inclusion

Amid tense and uncertain times, two leaders of the National Association of Black Accountants describe their emotions and a sense of hope that they can produce positive change in the accounting profession and their communities.

June 11, 2020

Take care of your staff’s mental health during COVID-19

Isolation, boredom, uncertainty, stress, and anxiety can all take a toll on staff’s mental health during the pandemic. Try these tactics to support staff and boost their spirits during difficult times.

June 9, 2020

Together, we can make a difference: A 12-step plan to address racism and unconscious bias

Increased resources and focus will be needed to address the consequences of systemic racism and unconscious bias, writes Kimberly Ellison-Taylor, CPA, CGMA, a former AICPA chairman who is executive director, Finance Thought Leadership for Oracle.

June 8, 2020

How large firms manage staff during the pandemic

Experts share the steps their firms have implemented to manage their workforces remotely as they ride out the crisis.

June 1, 2020

A 5-step plan for adding new tech amid COVID-19

While months of testing may not be possible right now, there are still ways to optimize your team members’ experience with new technology.

June 1, 2020

Keep or toss? A guide to CPA firm record retention

Develop a record-retention policy that follows prudent practice without turning into hoarding.

June 1, 2020

Do-it-yourself accounting automations

Accounting automation is no longer limited to companies with developers capable of connecting applications with APIs.

May 22, 2020

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.

May 20, 2020

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.

May 15, 2020

Data security tips to help weather a pandemic

Finance professionals should keep their guard up against cybercriminals exploiting coronavirus concerns.

May 15, 2020

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.

May 15, 2020

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.

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.