CPA firm practice management news and resources

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March 23, 2020

10 real reasons to go (and stay) remote

This article explores the reasons firms should move to remote work management on an ongoing basis and why resisting remote work and service delivery can place a firm at a competitive disadvantage.

March 22, 2020

Regulators clear way for certain loan modifications amid pandemic

A move by regulators to ease certain restrictions for borrowers in good standing will facilitate loan modifications linked to the coronavirus pandemic. But borrowers will need to act fast to secure relief while still in good standing with their lenders, which has been defined as being less than 30 days past due on contractual payments at the time a modification is implemented.

March 20, 2020

How small businesses can apply for SBA disaster loans

Businesses and not-for-profits with fewer than 500 employees can seek to borrow up to $2 million to cover coronavirus-related loss of revenue in declared disaster areas.

March 20, 2020

Switch to virtual client meetings amid coronavirus fears

CPAs who run virtual firms share their top tips for educating clients about online meetings and holding successful virtual meetings.

March 16, 2020

Top cyberthreats targeting accounting firms

An expert outlines three of the top external cyberthreats accounting firms face and provides pointers on how to reduce a firm’s risk of becoming a victim.

March 13, 2020

Tech tips for firms responding to coronavirus

A CPA firm’s IT director shares advice for organizations to assess and set up longer-term remote work in the wake of coronavirus concerns.

March 13, 2020

What to do if staff can’t make it to the office

As the coronavirus pandemic leads to staff scattering, here is expert advice on what firms can do to make remote working work.

March 9, 2020

5 tips for avoiding burnout

This article discusses ways to reduce–or even eliminate–the downward spiral of burnout.

March 9, 2020

More fun CPA license plates

This slideshow features 12 original vanity plates coined by CPAs nationwide.

March 3, 2020

How firms can advance women in the workplace

Firms are taking proactive steps to attract, retain, and advance women. And firms that use modified work arrangements (MWAs) and formal advancement programs to achieve those goals report that the benefits are clear.

March 2, 2020

Help your staff make it through busy season

Eustis Corrigan, CPA, senior managing director at CBIZ MHM in Memphis, Tenn., a veteran of more than 30 tax seasons, shares what his firm does to support staff during busy season.

March 2, 2020

Why women leave firms — and what we can do about it

Empowered flexibility can help firms retain the talent, of both men and women, to be relevant in the future.

March 1, 2020

Onslaught of the tax procrastinators

Consider these ways to protect billable time while cultivating new clients.

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

Wayne McConnell, CPA

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.

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.