CPA firm practice management news and resources

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March 1, 2020

How to win next-gen clients

Millennials’ finances are becoming more complex. Be the financial professional they turn to, and you could secure them as clients for life.

March 1, 2020

Financial planning: Remember to plan for risk

CPA financial planners must carefully document for clients all risks associated with recommended investments.

February 24, 2020

Tips for surviving busy season

Veteran tax practitioners share ways to take care of yourself and do your best work at crunch time, no matter when that falls on the calendar.

February 10, 2020

Help staff let off steam during busy season

Accounting firms share their favorite methods for cutting tension, promoting camaraderie, and building good will during the busiest time of the year.

February 3, 2020

Develop your team — or lose them

This article discusses the importance of providing employees with professional development opportunities.

February 1, 2020

Strategies for technology, succession, and human resources are essential for success in a time of rapid change, according to Wayne McConnell, CPA, managing partner of McConnell & Jones LLP in Houston.

February 1, 2020

Managing risk related to consulting engagements

Consulting can be a lucrative and rewarding addition to your firm’s offerings. Consider these risks and steps before taking on a consulting engagement.

February 1, 2020

Depression and the CPA

A CPA who lives with mental illness explains how getting help can make a difference — and how the support of colleagues can help, too.

February 1, 2020

Flexible work strategies for public accounting

Worker-friendly policies — when executed correctly — can assist CPA firms in retaining valuable people.

January 27, 2020

Interesting CPA stories of how tech has transformed accounting

Technology-savvy accounting professionals describe their old and new ways of doing things, and the pros and cons of those changes.

January 24, 2020

Why audit firm leaders need to practice what they preach

Audit quality is improved when firm leaders personally model the exemplary behaviors that they say they value, according to a new study backed by the AICPA Assurance Research Advisory Group.

January 21, 2020

Evolve your firm with these 12 questions

To survive change, CPAs need to be willing to alter business models and revamp legacy processes and services.

January 17, 2020

Women’s initiatives: How the pilot programs worked

Three women CPAs explain how a pilot program that aimed for diversity and inclusion helped transform their midsize accounting firms.

January 13, 2020

Keeping a virtual team on track

CPAs offer advice on the processes and technology that help them effectively manage remote teams.

January 6, 2020

Getting ready for the big sit-down with clients

Annual meetings are a prime way for accountants to glean information that can affect tax strategy or to let clients know about other beneficial firm offerings.

January 1, 2020

How to guard client finances against dementia

Cognitive impairment adds a difficult layer of complexity to a client’s financial plans. Here are steps CPAs can take to protect clients with dementia against fraud.

January 1, 2020

2020s vision: Tech transformation on tap

Data analytics, blockchain, artificial intelligence, and other technologies will drive big changes in the accounting profession over the next 10 years. Are you ready for what’s next?

January 1, 2020